Huong Minh Le

Analyst-Equity chez

CastleArk Management LLC

Finance

Consumer Services

Health Services

Profil

Ms. Huong M.
Le, CFA MBA, is a Senior Analyst at CastleArk Management LLC.
She joined CastleArk in 2024 with a total of twenty-three years of investment experience.
Prior to CastleArk, she served as a Senior International Equity Analyst at Kabouter Management.
Prior to joining Kabouter, she spent eight years as a Portfolio Manager/Senior Research Analyst at Great Lakes Advisors.
Ms. Le received her MBA, with concentrations in Analytical Finance and Accounting, from the University of Chicago Booth School of Business in 2005, after she earned undergraduate degrees in Biology and Psychology from Northwestern.

Postes actifs de Huong Minh Le

Sociétés	Poste	Début
CastleArk Management LLC CastleArk Management LLC Investment ManagersFinance CastleArk implements strategies that are designed to generate superior returns over time. The goal of all their investment strategies is to outperform market benchmark returns over time. Their investment philosophy and processes exploit behavioral biases found in growth stocks and have produced strong, excess returns over time.	Analyst-Equity	01/09/2024

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Anciens postes connus de Huong Minh Le

Sociétés	Poste	Fin
Kabouter Management LLC Kabouter Management LLC Investment ManagersFinance Kabouter’s investment strategies focus on constructing concentrated, high conviction, micro- to SMID-cap international portfolios. The firm performs a quantitative screening of securities in international markets, seeking to select stocks with consistent growth in good and bad economic times, a strong balance sheet and a business model that could benefit from long-term secular growth themes. They then rely primarily on their bottom-up, independent research to uncover companies that may be under-appreciated by the broader market. In selecting companies in which to invest, Kabouter emphasizes long-term growth prospects as well as quality management that can adapt to changing markets and technologies.	Analyst-Equity	01/11/2022
Great Lakes Advisors LLC Great Lakes Advisors LLC Investment ManagersFinance GLA is a value-oriented investment manager that offers fundamental and disciplined equity strategies as well as customized fixed income separately managed solutions along with an open architecture strategy combining SMAs with funds. They offer actively managed equity, fixed income, and alternatives strategies.	Analyst-Equity	01/04/2021
Great Lakes Advisors, Inc. Great Lakes Advisors, Inc. Investment ManagersFinance Great Lake Advisors' (GLA) equity investment approach focuses on a company's potential to improve its value or earning power. The firm defines earning power as a company's ability to generate profit to reinvest in the business or to distribute to shareholders. Starting with a universe of mid- and large-cap companies, GLA seeks to identify and invest in established companies and industries that they believe will experience increased earning power and whose current valuations suggest that they are underpriced due to low market expectations. GLA identifies appropriate stocks and builds portfolios through a four-step process. The firm generates investment ideas from price and profitability screens, corporate financials and information from company and industry meetings and presentations. Companies exhibiting the potential to improve returns on capital/equity are particularly attractive to GLA. The firm then builds a case for a particular holding by identifying reasons the company may achieve or sustain above-average return on capital and/or equity. They focus on changes that are likely to have positive long-term effects on return on capital, such as improved margins and/or balance sheet, better utilization of assets and cash flow and changes in industry structure and/or management team. GLA then assesses the attractiveness of current valuation of earning power, including p/e ratios and dividend yields-measures. Finally, the firm determines the enhancement to the portfolio. Selections should have a positive impact on the overall portfolio direction and diversification. Though not limited by sector, GLA tends to invest in the stocks of US large-cap companies in the producer manufacturing, finance, consumer non-durables and energy minerals sectors. The firm maintains a very low turnover rate. GLA's process for managing fixed-income investments begins with an assessment of the trends exhibited by each market sector. Their primary focus is on capturing the beneficial effects of long-term trend, rather than making short-term tactical realignments. The firm assesses structural risk/return trade-offs, credit trends, historical yield spreads, the shape of the yield curve and supply/demand. Once GLA has identified sectors offering the best long-term value, they focus on selecting individual issues that offer sufficient liquidity, a meaningful return/risk trade-off and the likelihood of increasing portfolio income.	Corporate Officer/Principal	30/06/2011
Foote, Cone & Belding Advertising, Inc.	Corporate Officer/Principal	01/07/2002
Evanston Hospital Corp. Evanston Hospital Corp. Hospital/Nursing ManagementHealth Services Operates general acute care hospitals	Corporate Officer/Principal	01/09/1998

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Entreprise privées	11
Great Lakes Advisors, Inc. Great Lakes Advisors, Inc. Investment ManagersFinance Great Lake Advisors' (GLA) equity investment approach focuses on a company's potential to improve its value or earning power. The firm defines earning power as a company's ability to generate profit to reinvest in the business or to distribute to shareholders. Starting with a universe of mid- and large-cap companies, GLA seeks to identify and invest in established companies and industries that they believe will experience increased earning power and whose current valuations suggest that they are underpriced due to low market expectations. GLA identifies appropriate stocks and builds portfolios through a four-step process. The firm generates investment ideas from price and profitability screens, corporate financials and information from company and industry meetings and presentations. Companies exhibiting the potential to improve returns on capital/equity are particularly attractive to GLA. The firm then builds a case for a particular holding by identifying reasons the company may achieve or sustain above-average return on capital and/or equity. They focus on changes that are likely to have positive long-term effects on return on capital, such as improved margins and/or balance sheet, better utilization of assets and cash flow and changes in industry structure and/or management team. GLA then assesses the attractiveness of current valuation of earning power, including p/e ratios and dividend yields-measures. Finally, the firm determines the enhancement to the portfolio. Selections should have a positive impact on the overall portfolio direction and diversification. Though not limited by sector, GLA tends to invest in the stocks of US large-cap companies in the producer manufacturing, finance, consumer non-durables and energy minerals sectors. The firm maintains a very low turnover rate. GLA's process for managing fixed-income investments begins with an assessment of the trends exhibited by each market sector. Their primary focus is on capturing the beneficial effects of long-term trend, rather than making short-term tactical realignments. The firm assesses structural risk/return trade-offs, credit trends, historical yield spreads, the shape of the yield curve and supply/demand. Once GLA has identified sectors offering the best long-term value, they focus on selecting individual issues that offer sufficient liquidity, a meaningful return/risk trade-off and the likelihood of increasing portfolio income.	Finance
CastleArk Management LLC CastleArk Management LLC Investment ManagersFinance CastleArk implements strategies that are designed to generate superior returns over time. The goal of all their investment strategies is to outperform market benchmark returns over time. Their investment philosophy and processes exploit behavioral biases found in growth stocks and have produced strong, excess returns over time.	Finance
Charles Schwab & Co., Inc. Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services	Finance
Wintrust Private Trust Co. NA Wintrust Private Trust Co. NA Investment ManagersFinance Provides wealth management services	Finance
Evanston Hospital Corp. Evanston Hospital Corp. Hospital/Nursing ManagementHealth Services Operates general acute care hospitals	Health Services
Wintrust Investments LLC Wintrust Investments LLC Investment ManagersFinance WTI’s methods of analysis are usually based on both fundamental and quantitative research and other independent research for programs they maintain discretionary authority or makes investment recommendations. The firm’s investment strategies include income; growth and income; and growth. These three strategies are offered along a risk spectrum that includes Conservative, Moderate and Aggressive. The firm also offers a Trading & Speculation approach in which investors seek out maximum return through a broad range of investment strategies, which generally involve a high level of risk, including potential for significant loss of investment capital.	Finance
Northwestern University Northwestern University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The University of Chicago The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Kabouter Management LLC Kabouter Management LLC Investment ManagersFinance Kabouter’s investment strategies focus on constructing concentrated, high conviction, micro- to SMID-cap international portfolios. The firm performs a quantitative screening of securities in international markets, seeking to select stocks with consistent growth in good and bad economic times, a strong balance sheet and a business model that could benefit from long-term secular growth themes. They then rely primarily on their bottom-up, independent research to uncover companies that may be under-appreciated by the broader market. In selecting companies in which to invest, Kabouter emphasizes long-term growth prospects as well as quality management that can adapt to changing markets and technologies.	Finance
Foote, Cone & Belding Advertising, Inc.
Great Lakes Advisors LLC Great Lakes Advisors LLC Investment ManagersFinance GLA is a value-oriented investment manager that offers fundamental and disciplined equity strategies as well as customized fixed income separately managed solutions along with an open architecture strategy combining SMAs with funds. They offer actively managed equity, fixed income, and alternatives strategies.	Finance