Profil
Mr. Theodore H.
Wagenknecht, CFA MBA, is a Co-Founder & Portfolio Manager at Applied Fundamental Research LLC.
Mr. Wagenknecht has over 15 years of experience investing in debt and equity securities in the public and private markets.
Prior to AFR, Mr. Wagenknecht was a Principal and Portfolio Manager at DDJ Capital Management, LLC.
He most recently served as the Portfolio Manager of DDJ's Value Opportunities Strategy.
During his tenure at DDJ, Mr. Wagenknecht held a number of senior positions at the firm, including as a Managing Director, the firm’s Director of Research, and as a Senior Analyst, where he was responsible for sourcing, analyzing and executing debt and equity investments across a broad range of industry coverage responsibilities.
Mr. Wagenknecht has led numerous public and private financings and corporate restructurings of companies across a broad spectrum of industries.
Prior to joining DDJ, Mr. Wagenknecht was an Associate at Summit Partners, where he was responsible for sourcing, analyzing, and executing leveraged buyouts of middle-market companies.
Prior to Summit, Mr. Wagenknecht was an Analyst in the Financial Sponsors Group at UBS Warburg, LLC, where he analyzed and executed equity, bank debt, high yield, and mezzanine debt financings for the firms’ financial sponsor clients.
Mr. Wagenknecht received his MBA with Honors from Columbia University and his BA from Boston College.
Mr. Wagenknecht is a CFA charterholder.
Postes actifs de Theodore H. Wagenknecht
| Sociétés | Poste | Début |
|---|---|---|
Applied Fundamental Research LLC
Applied Fundamental Research LLC Investment ManagersFinance AFR employs an opportunistic value investment strategy combined with rigorous fundamental duediligence to identify and analyze businesses whose securities or obligations are priced at a substantial discount to AFR’s estimates of their intrinsic value. The firm invests its clients’ assets opportunistically in various securities and other financial instruments across sectors, and asset classes with an emphasis on public markets. | Directeur Général | 01/05/2013 |
Anciens postes connus de Theodore H. Wagenknecht
| Sociétés | Poste | Fin |
|---|---|---|
Polen Capital Credit LLC
Polen Capital Credit LLC Investment ManagersFinance PCC seeks to produce attractive long-term investment returns for their clients while minimizing downside risk by adhering to a value-oriented, bottom-up, fundamental investment philosophy. The firm takes a proactive role in sourcing investment opportunities in non-investment grade companies in the mid-cap arena. | Analyst-Equity | 31/05/2013 |
Polen Capital Credit LLC (Private Equity)
Polen Capital Credit LLC (Private Equity) Investment ManagersFinance Polen Capital Credit invests in distressed public and private companies located in North America with an EBITDA greater than USD 30 million. The firm focuses on a broad range of sectors. It participates in refinancing & recapitalizations, acquisition financings, LBOs, sponsor dividend deals, growth capital, turnarounds, approaching maturity/covenant step-down and rescue transactions with an investment size of USD 30 - 150 million. | President | 01/05/2013 |
UBS Securities LLC
UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
Summit Partners LP
Summit Partners LP Investment ManagersFinance Summit Partners invests in companies located across the globe. The firm focuses on technology, healthcare & life sciences and growth products & services sectors. It participates in buyout and growth transactions with an investment size of USD 10 - 500 million. The firm acquires majority or minority interests. | Analyste en capital-investissement | - |
Formation de Theodore H. Wagenknecht
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Polen Capital Credit LLC
Polen Capital Credit LLC Investment ManagersFinance PCC seeks to produce attractive long-term investment returns for their clients while minimizing downside risk by adhering to a value-oriented, bottom-up, fundamental investment philosophy. The firm takes a proactive role in sourcing investment opportunities in non-investment grade companies in the mid-cap arena. | Finance |
Summit Partners LP
Summit Partners LP Investment ManagersFinance Summit Partners invests in companies located across the globe. The firm focuses on technology, healthcare & life sciences and growth products & services sectors. It participates in buyout and growth transactions with an investment size of USD 10 - 500 million. The firm acquires majority or minority interests. | Finance |
UBS Securities LLC
UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
The Trustees of Columbia University in The City of New York
The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Boston College
Boston College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Polen Capital Credit LLC (Private Equity)
Polen Capital Credit LLC (Private Equity) Investment ManagersFinance Polen Capital Credit invests in distressed public and private companies located in North America with an EBITDA greater than USD 30 million. The firm focuses on a broad range of sectors. It participates in refinancing & recapitalizations, acquisition financings, LBOs, sponsor dividend deals, growth capital, turnarounds, approaching maturity/covenant step-down and rescue transactions with an investment size of USD 30 - 150 million. | Finance |
Applied Fundamental Research LLC
Applied Fundamental Research LLC Investment ManagersFinance AFR employs an opportunistic value investment strategy combined with rigorous fundamental duediligence to identify and analyze businesses whose securities or obligations are priced at a substantial discount to AFR’s estimates of their intrinsic value. The firm invests its clients’ assets opportunistically in various securities and other financial instruments across sectors, and asset classes with an emphasis on public markets. | Finance |
















