Profil
Mr. Shreekkanth Viswanathan, CFA MBA, is a President & Portfolio Manager at SVN Capital LLC.
He has more than 14 years of portfolio manager/analyst experience.
Mr. Viswanathan was previously employed as a Research Analyst by Keeley-Teton Advisors LLC, a Senior Vice President & Analyst by Keeley Asset Management Corp., a Managing Director & Portfolio Manager by Advisory Research, Inc., a Principal by Deutsche Bank AG, New York Branch, a Principal by Discovery Financial Partners LP, and a Vice President by MUFG Union Bank, NA.
He received his undergraduate degree from Madurai Kamaraj University, an MBA from Keller Graduate School of Management and an MBA from The University of Chicago Booth School of Business.
Postes actifs de Shree Viswanathan
| Sociétés | Poste | Début |
|---|---|---|
SVN Capital LLC
SVN Capital LLC Investment ManagersFinance SVN Capital constructs a concentrated, global value equity portfolio designed to achieve capital appreciation by minimizing risk and avoiding permanent loss of capital. The firm selects securities based on a bottom-up, fundamental analysis to evaluate and identify undervalued stocks, bonds, and other securities. They aim to buy undervalued securities at a discount to our estimates of their fair value. SVN Capital generally concentrates their investments (10 – 15 securities) and selects these across market capitalizations, industries, and countries. | Directeur Général | 12/04/2018 |
Anciens postes connus de Shree Viswanathan
| Sociétés | Poste | Fin |
|---|---|---|
Keeley Asset Management Corp.
Keeley Asset Management Corp. Investment ManagersFinance Keeley Asset Management Corp. is a value manager that seeks long-term, above average capital appreciation in the equity markets while reducing portfolio risk. The firm offers Small-Cap Value and Mid-Cap Value separately managed portfolios for individuals and institutions. They also manage the Keeley funds, a family of open-end, publicly-traded mutual funds. Keeley employs a bottom-up investment approach that focuses on the review of individual company characteristics rather than attempting to forecast broader economic trends. Their strategy is opportunistic and seeks to identify companies that are undergoing internal corporate restructurings. Such situations may include: (1) companies being spun off from their parent company (2) companies emerging from bankruptcy (3) companies trading below book or break-up value with a catalyst (4) mutual savings & loan and insurance conversions and (5) distressed utilities. Keeley prefers to invest in underfollowed companies with long product life cycles and above average potential for long-term earnings and share price growth. Once they have identified such companies, the firm seeks to purchase the companies' stocks at a discount to their assessment of the companies' fair market value. | Analyst-Equity | 01/03/2017 |
Keeley-Teton Advisors LLC
Keeley-Teton Advisors LLC Investment ManagersFinance Keeley Teton is an active investor that seeks to provide long-term capital appreciation in the equity markets by investing with a value approach across different market capitalization categories with a primary focus in small and mid-cap securities. The firm utilizes disciplined bottom-up, fundamental analysis in the search for inefficiently priced equities. Positions are constantly monitored and evaluated against their sell criteria. | Analyst-Equity | - |
Deutsche Bank AG (New York Branch)
Deutsche Bank AG (New York Branch) Regional BanksFinance Provides financial and investment banking services | Corporate Officer/Principal | - |
MUFG Union Bank NA
MUFG Union Bank NA Major BanksFinance Operates as a national bank | Corporate Officer/Principal | - |
Discovery Financial Partners LP | Corporate Officer/Principal | - |
Formation de Shree Viswanathan
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 10 |
|---|---|
Advisory Research, Inc.
Advisory Research, Inc. Investment ManagersFinance ARI focuses on actively managed strategies with a focus on long-term capital appreciation. The firm primarily invests client funds in domestic equity securities and American depository receipts (ADRs). | Finance |
Keeley Asset Management Corp.
Keeley Asset Management Corp. Investment ManagersFinance Keeley Asset Management Corp. is a value manager that seeks long-term, above average capital appreciation in the equity markets while reducing portfolio risk. The firm offers Small-Cap Value and Mid-Cap Value separately managed portfolios for individuals and institutions. They also manage the Keeley funds, a family of open-end, publicly-traded mutual funds. Keeley employs a bottom-up investment approach that focuses on the review of individual company characteristics rather than attempting to forecast broader economic trends. Their strategy is opportunistic and seeks to identify companies that are undergoing internal corporate restructurings. Such situations may include: (1) companies being spun off from their parent company (2) companies emerging from bankruptcy (3) companies trading below book or break-up value with a catalyst (4) mutual savings & loan and insurance conversions and (5) distressed utilities. Keeley prefers to invest in underfollowed companies with long product life cycles and above average potential for long-term earnings and share price growth. Once they have identified such companies, the firm seeks to purchase the companies' stocks at a discount to their assessment of the companies' fair market value. | Finance |
MUFG Union Bank NA
MUFG Union Bank NA Major BanksFinance Operates as a national bank | Finance |
Deutsche Bank AG (New York Branch)
Deutsche Bank AG (New York Branch) Regional BanksFinance Provides financial and investment banking services | Finance |
Discovery Financial Partners LP | |
Madurai Kamaraj University
Madurai Kamaraj University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Keller Graduate School of Management
Keller Graduate School of Management Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The University of Chicago Booth School of Business
The University of Chicago Booth School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Keeley-Teton Advisors LLC
Keeley-Teton Advisors LLC Investment ManagersFinance Keeley Teton is an active investor that seeks to provide long-term capital appreciation in the equity markets by investing with a value approach across different market capitalization categories with a primary focus in small and mid-cap securities. The firm utilizes disciplined bottom-up, fundamental analysis in the search for inefficiently priced equities. Positions are constantly monitored and evaluated against their sell criteria. | Finance |
SVN Capital LLC
SVN Capital LLC Investment ManagersFinance SVN Capital constructs a concentrated, global value equity portfolio designed to achieve capital appreciation by minimizing risk and avoiding permanent loss of capital. The firm selects securities based on a bottom-up, fundamental analysis to evaluate and identify undervalued stocks, bonds, and other securities. They aim to buy undervalued securities at a discount to our estimates of their fair value. SVN Capital generally concentrates their investments (10 – 15 securities) and selects these across market capitalizations, industries, and countries. | Finance |
















