David Kern

Analyst-Equity chez

Invenire Capital LLC

Finance

Consumer Services

Profil

Mr. David G.
Kern, CFA, is a Senior Research Analyst/Portfolio Manager at Invenire Capital LLC.
Mr. Kern was previously employed as a Founder & Managing Partner by Kern Capital Management LLC, a Vice President by Founders Asset Management LLC, a Vice President by Macquarie Investment Management Business Trust, an Analyst by Adams Harkness, Inc., and a Partner by Gagnon Securities LLC.
He received his undergraduate degree from Lehigh University.

Postes actifs de David Kern

Sociétés	Poste	Début
Invenire Capital LLC Invenire Capital LLC Investment ManagersFinance Invenire Capital offers a limited capacity, actively managed portfolio of approximately 20-30 companies with market capitalizations commonly characterized as micro-cap in nature.	Analyst-Equity	01/09/2020

Tous les postes actifs de David Kern

Anciens postes connus de David Kern

Sociétés	Poste	Fin
Founders Asset Management LLC Founders Asset Management LLC Investment ManagersFinance Founders Asset Management looks for companies that have potential for strong earnings growth that can be sustained through market cycles and changing economic conditions, and can combine these qualitative strengths with the business savvy needed to produce the kinds of compelling quantitative strengths that look sound on a firm's balance sheet. They do not limit themselves to certain markets or sectors. The firm conducts bottom-up research with the application of an in-depth process that entails a company-by-company analysis of business models and fundamentals. They prefer to focus exclusively on uncovering growth-oriented stocks, regardless of their sectors or geographical location. Founders Asset Management's stock selection process is organic; they monitor current holdings on a daily basis. They use price targets to assess companies' contributions to portfolio performance, making adjustments if necessary. Though not limited by sector, Founders Asset management tends to invest in the stocks of US large-cap companies in the retail, technology services, electronic technology and health services sectors.	Gestionnaire de Portefeuille-Actions	31/12/1996
Nomura Investment Management Business Trust Nomura Investment Management Business Trust Investment ManagersFinance MIMBT maintains a flexible strategy designed to conform with various clients’ individual investment objectives. The firm manages separate client-focused equity, debt, and balanced portfolios. They invest in the public equity and debt markets of the US, non-US, and other emerging economies. MIMBT seeks growth-oriented value stocks of small-cap, mid-cap and large-cap companies. The firm selects countries by utilizing a top-down approach and selects stocks using fundamental analysis with a bottom-up approach.	Gestionnaire de Portefeuille-Actions	31/12/1994
Canaccord Adams, Inc. Canaccord Adams, Inc. Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	31/12/1988
Gagnon Securities LLC Gagnon Securities LLC Investment ManagersFinance Gagnon Securities takes a research intensive, generalist approach to evaluating investments. Their stocks selection process is based on proprietary in-house research. The firm employs a fundamental approach that seeks to identify and invest in companies that represent under-appreciated value.	Analyst-Equity	-
Kern Capital Management LLC Kern Capital Management LLC Investment ManagersFinance Kern Capital Management specializes in investments of the stocks of US companies in the health technology, technology, technology services and health services sectors. The firm's investment process begins with fundamental investment research. Their research seeks to find companies early in their growth cycle while they are relatively undiscovered. The firm relies heavily on in-house research for all portfolio investment decisions. Once attractive opportunities are identified, their bottom-up fundamental approach focuses on analyzing income statements and balance sheets to determine a company's ability to achieve and sustain high rates of future growth. A company's ability to fund operations under various economic and stock market conditions is also a factor. Portfolio weightings are based on the level of conviction in the company's fundamentals, valuation relative to the fundamentals and the anticipated time horizon for capital appreciation.	Fondateur	-

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Entreprise privées	7
Nomura Investment Management Business Trust Nomura Investment Management Business Trust Investment ManagersFinance MIMBT maintains a flexible strategy designed to conform with various clients’ individual investment objectives. The firm manages separate client-focused equity, debt, and balanced portfolios. They invest in the public equity and debt markets of the US, non-US, and other emerging economies. MIMBT seeks growth-oriented value stocks of small-cap, mid-cap and large-cap companies. The firm selects countries by utilizing a top-down approach and selects stocks using fundamental analysis with a bottom-up approach.	Finance
Founders Asset Management LLC Founders Asset Management LLC Investment ManagersFinance Founders Asset Management looks for companies that have potential for strong earnings growth that can be sustained through market cycles and changing economic conditions, and can combine these qualitative strengths with the business savvy needed to produce the kinds of compelling quantitative strengths that look sound on a firm's balance sheet. They do not limit themselves to certain markets or sectors. The firm conducts bottom-up research with the application of an in-depth process that entails a company-by-company analysis of business models and fundamentals. They prefer to focus exclusively on uncovering growth-oriented stocks, regardless of their sectors or geographical location. Founders Asset Management's stock selection process is organic; they monitor current holdings on a daily basis. They use price targets to assess companies' contributions to portfolio performance, making adjustments if necessary. Though not limited by sector, Founders Asset management tends to invest in the stocks of US large-cap companies in the retail, technology services, electronic technology and health services sectors.	Finance
Kern Capital Management LLC Kern Capital Management LLC Investment ManagersFinance Kern Capital Management specializes in investments of the stocks of US companies in the health technology, technology, technology services and health services sectors. The firm's investment process begins with fundamental investment research. Their research seeks to find companies early in their growth cycle while they are relatively undiscovered. The firm relies heavily on in-house research for all portfolio investment decisions. Once attractive opportunities are identified, their bottom-up fundamental approach focuses on analyzing income statements and balance sheets to determine a company's ability to achieve and sustain high rates of future growth. A company's ability to fund operations under various economic and stock market conditions is also a factor. Portfolio weightings are based on the level of conviction in the company's fundamentals, valuation relative to the fundamentals and the anticipated time horizon for capital appreciation.	Finance
Gagnon Securities LLC Gagnon Securities LLC Investment ManagersFinance Gagnon Securities takes a research intensive, generalist approach to evaluating investments. Their stocks selection process is based on proprietary in-house research. The firm employs a fundamental approach that seeks to identify and invest in companies that represent under-appreciated value.	Finance
Canaccord Adams, Inc. Canaccord Adams, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
Lehigh University Lehigh University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Invenire Capital LLC Invenire Capital LLC Investment ManagersFinance Invenire Capital offers a limited capacity, actively managed portfolio of approximately 20-30 companies with market capitalizations commonly characterized as micro-cap in nature.	Finance