![Ed Klein](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Edward D.
Klein is Chairman & Portfolio Manager at KR Capital Advisors, Inc. where he is also a Chief Executive Officer.
Before founding the firm, Mr. Klein was with Forstmann-Leff Associates for six years as a Portfolio Manager & Research Analyst.
He became a Partner and Director, co-managing $2 billion in client funds with policy and client relations responsibilities.
Prior to that, he was an Assistant Vice President at Citibank with responsibilities for investment research in capital goods, oil service, oil and gas, and related energy industries
Mr. Klein received his MBA from Cornell University.
Anciens postes connus de Ed Klein
| Sociétés | Poste | Fin |
|---|---|---|
AG Asset Management LLC
 AG Asset Management LLC Investment ManagersFinance AGAM utilizes growth, core and specialty strategies. Their growth strategy is committed to long-term growth. They identify fundamentally strong and dynamic growth companies trading at a discount to their growth rates. The firm finds profitable investment opportunities and long-term returns by combining comprehensive, fundamental research, growth themes, risk controls and fundamental stock-picking. Portfolio construction consists of careful qualitative and quantitative analysis overseen by each strategy's lead portfolio manager. AGAM's core strategy asserts that small- and mid-cap markets are inefficient. They exploit this inefficiency with intense fundamental research and bottom-up stock-picking. The firm employs a relative value approach aimed to identify companies at the low end of their valuation range when compared to similar companies and the market overall. AGAM's objective is to achieve excess return of 3-5% over market cycles with less risk than the benchmark. They seek to deliver competitive returns in strong markets due to the undervalued earnings power of portfolio companies and superior performance in weak markets due to their quality and valuation discipline. AGAM has developed specialty strategies to extend our research edge beyond growth and core portfolios. Through these specialty strategies, they achieve specific and well-focused client goals. As with the growth and core strategies, the firm deploys intensive fundamental research, a disciplined investment process and a rigorous risk management oversight. | Analyst-Equity | 31/12/1982 |
Citigroup Asset Management
 Citigroup Asset Management Investment ManagersFinance Provides investment advice | Analyst-Equity | - |
KR Capital Advisors, Inc.
 KR Capital Advisors, Inc. Investment ManagersFinance KR Capital Advisors a concentrated large-cap capitalization value investment approach that focuses on equity securities issued by US or foreign companies that are traded on US securities exchanges or in the US over-the-counter market. The firm employs bottom-up fundamental analysis to identify and invest in quality companies with the capability of earning above average returns on capital over the long-term. They look for companies that can provide for an attractive value investment opportunity at times when their prospects are obscured by macroeconomic factors, industry factors or company specific factors. | Directeur Général | - |
Formation de Ed Klein
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
96
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
KR Capital Advisors, Inc.
KR Capital Advisors, Inc. Investment ManagersFinance KR Capital Advisors a concentrated large-cap capitalization value investment approach that focuses on equity securities issued by US or foreign companies that are traded on US securities exchanges or in the US over-the-counter market. The firm employs bottom-up fundamental analysis to identify and invest in quality companies with the capability of earning above average returns on capital over the long-term. They look for companies that can provide for an attractive value investment opportunity at times when their prospects are obscured by macroeconomic factors, industry factors or company specific factors. | Finance |
AG Asset Management LLC
AG Asset Management LLC Investment ManagersFinance AGAM utilizes growth, core and specialty strategies. Their growth strategy is committed to long-term growth. They identify fundamentally strong and dynamic growth companies trading at a discount to their growth rates. The firm finds profitable investment opportunities and long-term returns by combining comprehensive, fundamental research, growth themes, risk controls and fundamental stock-picking. Portfolio construction consists of careful qualitative and quantitative analysis overseen by each strategy's lead portfolio manager. AGAM's core strategy asserts that small- and mid-cap markets are inefficient. They exploit this inefficiency with intense fundamental research and bottom-up stock-picking. The firm employs a relative value approach aimed to identify companies at the low end of their valuation range when compared to similar companies and the market overall. AGAM's objective is to achieve excess return of 3-5% over market cycles with less risk than the benchmark. They seek to deliver competitive returns in strong markets due to the undervalued earnings power of portfolio companies and superior performance in weak markets due to their quality and valuation discipline. AGAM has developed specialty strategies to extend our research edge beyond growth and core portfolios. Through these specialty strategies, they achieve specific and well-focused client goals. As with the growth and core strategies, the firm deploys intensive fundamental research, a disciplined investment process and a rigorous risk management oversight. | Finance |
Citigroup Asset Management
Citigroup Asset Management Investment ManagersFinance Provides investment advice | Finance |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
