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Cardo M. Kleberg
Plus aucun poste en cours
Profil
Mr. Richard M.
(Cardo) Kleberg IV joined South Texas Money Management in October 2003 as a Senior Investment Advisor for the firm.
A native of San Antonio, Cardo serves on the management committee.
His responsibilities include a broad range of services to the firms' existing clients, business development and bank trust relationships.
Prior to STMM, Mr. Kleberg played a successful development and marketing role for the African Wildlife Foundation in Washington, D.C., a 40-year-old foundation that has been of key importance in the preservation of some of Africa's most rare and endangered species.
His experience also includes work in commercial real estate at Emerson Partners, Inc., a Dallas commercial real estate investment and development firm.
Furthermore, he also has held positions in the tourism industry in Botswana and South Africa.
Mr. Kleberg earned a B.A. degree at Southern Methodist University in history and Latin-American studies with a minor in Spanish.
Subsequent study includes course work in economics and history at Oxford University in England, and advanced course work in Spanish at Proyecto Lingüístico Francisco Marroquín, in Antigua, Guatemala.
Mr. Kleberg is involved in many local non profits and conservation groups, including: Advisory Board of Bat Conservation International, Texas Cavaliers, Board of Alamo Heights Little League, Development Board of Nature Conservancy of Texas, and the Board and Vice President of St. Mary’s University Forum on Entrepreneurship.
Mr. Kleberg, along with his wife Britt and their 4 children are members of First Presbyterian Church of San Antonio.
Anciens postes connus de Cardo M. Kleberg
| Sociétés | Poste | Fin |
|---|---|---|
South Texas Money Management Ltd.
 South Texas Money Management Ltd. Investment ManagersFinance South Texas Money Management (STMM) employs a disciplined equity investment process supported by quantitative tools for stock selection, portfolio construction and portfolio risk control, as well as fundamental research. For fixed income portfolios, the firm uses a disciplined bond selection process utilizing credit ratings reports and other fundamental credit research prepared by third-party independent research providers. STMM also utilizes macroeconomic research performed both internally and by third parties. The firm's Core Equity strategy includes two distinct styles: value and growth. The purpose of this style diversification is to participate in all market trends, whether driven by value or growth. STMM seeks to ensure that client portfolios have four levels of diversification: value and growth, sector and industry, size of companies (capitalization), and individual stocks. STMM uses a Value Screen to identify stocks that are trading at a low price-to-cash flow multiple, but have stabilized the business weakness that led to the low valuation. They also consider these stocks’ relative p/e to the S&P 500; balance sheet quality; and margins and cash flow, which must not be deteriorating. The firm's Growth Screen is designed to identify stocks with accelerating earnings and revenue growth rates. Equity investments generally may include stocks, REITs, publicly traded limited partnerships/trusts, ETFs, IPOs, mutual or common funds, and ADRs. If fixed income investments are appropriate, STMM uses issuers, rated A or better, with an emphasis on diversification. Maturity management is based on the current shape of the yield curve and the past 12-month trends in the yield curve. STMM's Tax Exempt Fixed-Income portfolios are diversified across various issuer types, for example, general obligation, revenue, city, county, school district, etc. Fixed income portfolios generally have an average credit quality of AA or better. Insured municipal bonds also have an underlying issuer rating of A or better. Maturities are limited to a maximum of 15 years. Fixed income portfolio duration is typically within +/- 25% of the duration of the Barclays 1- to 10-year Municipal Blend Index. Tax-Exempt portfolios are typically “buy and hold,” with the total return strategies employed only when market conditions warrant substantial strategy shifts. | Corporate Officer/Principal | 31/12/2010 |
Luther King Capital Management Corp.
 Luther King Capital Management Corp. Investment ManagersFinance LKCM is an active, fundamentals-based, long-term manager which aims to invest in high quality businesses that they believe will produce consistent, repeatable and superior risk-adjusted returns. The firm offers several equity, fixed income and alternative investment approaches, which are generally available through separately managed portfolios, the LKCM Funds, affiliated private investment partnerships and special purpose private investment partnerships. | Corporate Officer/Principal | - |
Emerson Partners, Inc.
 Emerson Partners, Inc. Financial ConglomeratesFinance Provides investment management services | Sales & Marketing | - |
African Wildlife Foundation, Inc.
 African Wildlife Foundation, Inc. Miscellaneous Commercial ServicesCommercial Services Develops wildlife conservation programs | Corporate Officer/Principal | - |
Formation de Cardo M. Kleberg
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
36
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Luther King Capital Management Corp.
Luther King Capital Management Corp. Investment ManagersFinance LKCM is an active, fundamentals-based, long-term manager which aims to invest in high quality businesses that they believe will produce consistent, repeatable and superior risk-adjusted returns. The firm offers several equity, fixed income and alternative investment approaches, which are generally available through separately managed portfolios, the LKCM Funds, affiliated private investment partnerships and special purpose private investment partnerships. | Finance |
Emerson Partners, Inc.
Emerson Partners, Inc. Financial ConglomeratesFinance Provides investment management services | Finance |
Southern Methodist University
 Southern Methodist University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
South Texas Money Management Ltd.
South Texas Money Management Ltd. Investment ManagersFinance South Texas Money Management (STMM) employs a disciplined equity investment process supported by quantitative tools for stock selection, portfolio construction and portfolio risk control, as well as fundamental research. For fixed income portfolios, the firm uses a disciplined bond selection process utilizing credit ratings reports and other fundamental credit research prepared by third-party independent research providers. STMM also utilizes macroeconomic research performed both internally and by third parties. The firm's Core Equity strategy includes two distinct styles: value and growth. The purpose of this style diversification is to participate in all market trends, whether driven by value or growth. STMM seeks to ensure that client portfolios have four levels of diversification: value and growth, sector and industry, size of companies (capitalization), and individual stocks. STMM uses a Value Screen to identify stocks that are trading at a low price-to-cash flow multiple, but have stabilized the business weakness that led to the low valuation. They also consider these stocks’ relative p/e to the S&P 500; balance sheet quality; and margins and cash flow, which must not be deteriorating. The firm's Growth Screen is designed to identify stocks with accelerating earnings and revenue growth rates. Equity investments generally may include stocks, REITs, publicly traded limited partnerships/trusts, ETFs, IPOs, mutual or common funds, and ADRs. If fixed income investments are appropriate, STMM uses issuers, rated A or better, with an emphasis on diversification. Maturity management is based on the current shape of the yield curve and the past 12-month trends in the yield curve. STMM's Tax Exempt Fixed-Income portfolios are diversified across various issuer types, for example, general obligation, revenue, city, county, school district, etc. Fixed income portfolios generally have an average credit quality of AA or better. Insured municipal bonds also have an underlying issuer rating of A or better. Maturities are limited to a maximum of 15 years. Fixed income portfolio duration is typically within +/- 25% of the duration of the Barclays 1- to 10-year Municipal Blend Index. Tax-Exempt portfolios are typically “buy and hold,” with the total return strategies employed only when market conditions warrant substantial strategy shifts. | Finance |
African Wildlife Foundation, Inc.
African Wildlife Foundation, Inc. Miscellaneous Commercial ServicesCommercial Services Develops wildlife conservation programs | Commercial Services |
