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Profil
Mr. Stephen C.
Lemmer, CFA MBA, is a Portfolio Manager & Managing Member at Boldt Capital Management LLC.
Mr. Lemmer was previously employed as a Portfolio Manager by Peninsula Capital Management, Inc. and an Analyst by Citigroup Asset Management.
He received his undergraduate degree from Hamilton College (New York) and an MBA from the University of Rochester.
Anciens postes connus de Stephen Charles Lemmer
| Sociétés | Poste | Fin |
|---|---|---|
Peninsula Capital Management, Inc.
 Peninsula Capital Management, Inc. Investment ManagersFinance Peninsula Capital Management employs a long/short investment strategy with the primary objective of achieving superior returns across all market cycles, with an emphasis on the preservation of capital. The firm invests mainly in the stocks of US companies in the energy minerals, electronic technology and technology services sectors. They use fundamental research to identify under followed, growth companies with low valuations that are operating in industries with improving fundamentals. Peninsula employs a fundamental stock selection that is based on quantitative, qualitative and price performance analyses. The firm's quantitative screening process focuses on earnings surprises that reflect an inflection point in a company's business which is evident in both the company's fundamentals and actual stock performance. They use qualitative methods to analyze earnings quality and to identify trends in other business fundamentals. Peninsula seeks to understand how each stock fits into its peer group and how each relates to the market as a whole. The firm's investment strategy is based on the belief that by systematically allocating capital towards investments with accelerating or decelerating earnings revisions, they can capture the actual inflection point which translates into immediate profits. | Gestionnaire de Portefeuille-Actions | 01/12/2001 |
Citigroup Asset Management
 Citigroup Asset Management Investment ManagersFinance Provides investment advice | Analyst-Equity | 01/12/1998 |
Boldt Capital Management LLC
 Boldt Capital Management LLC Investment ManagersFinance Boldt Capital Management manages a domestic equity hedge fund that employs a traditional value investment approach to invest long/short small- and micro-cap companies that are superior to the broader indices on both an absolute and risk-adjusted basis. They utilize a hedging approach to make investments that have low correlation to the overall market and to produce better relative results in down markets as compared to published indices | Directeur Général | - |
Formation de Stephen Charles Lemmer
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
98
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Rochester Christian University
 Rochester Christian University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Peninsula Capital Management, Inc.
Peninsula Capital Management, Inc. Investment ManagersFinance Peninsula Capital Management employs a long/short investment strategy with the primary objective of achieving superior returns across all market cycles, with an emphasis on the preservation of capital. The firm invests mainly in the stocks of US companies in the energy minerals, electronic technology and technology services sectors. They use fundamental research to identify under followed, growth companies with low valuations that are operating in industries with improving fundamentals. Peninsula employs a fundamental stock selection that is based on quantitative, qualitative and price performance analyses. The firm's quantitative screening process focuses on earnings surprises that reflect an inflection point in a company's business which is evident in both the company's fundamentals and actual stock performance. They use qualitative methods to analyze earnings quality and to identify trends in other business fundamentals. Peninsula seeks to understand how each stock fits into its peer group and how each relates to the market as a whole. The firm's investment strategy is based on the belief that by systematically allocating capital towards investments with accelerating or decelerating earnings revisions, they can capture the actual inflection point which translates into immediate profits. | Finance |
Citigroup Asset Management
Citigroup Asset Management Investment ManagersFinance Provides investment advice | Finance |
Hamilton College (New York)
 Hamilton College (New York) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Boldt Capital Management LLC
Boldt Capital Management LLC Investment ManagersFinance Boldt Capital Management manages a domestic equity hedge fund that employs a traditional value investment approach to invest long/short small- and micro-cap companies that are superior to the broader indices on both an absolute and risk-adjusted basis. They utilize a hedging approach to make investments that have low correlation to the overall market and to produce better relative results in down markets as compared to published indices | Finance |
