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Robert Wallendorf
Directeur de la Recherche - Actions chez
Western Standard LLC
Profil
Mr. Robert Wallendorf is a Director of Research & Partner at Western Standard LLC.
He is responsible for overseeing Western Standard’s investment research process.
Prior to joining Western Standard in 2010, Mr. Wallendorf was at Ivory Investment Management and began his career as an auditor at Deloitte & Touché.
He graduated from the University of Arizona with a B.S.
in Accounting and Finance and from the University of Notre Dame with a M.S.
in Accountancy.
He is a Certified Public Accountant and a CFA charterholder.
Postes actifs de Robert Wallendorf
| Sociétés | Poste | Début |
|---|---|---|
Western Standard LLC
 Western Standard LLC Investment ManagersFinance Western Standard invests in publicly traded securities globally. The firm's value-driven investment process aims to provide substantial capital appreciation to their investors with minimal risk through a reasonably steady appreciation of capital over a long-term period. | Directeur de la Recherche - Actions | 01/01/2010 |
Anciens postes connus de Robert Wallendorf
| Sociétés | Poste | Fin |
|---|---|---|
Ivory Investment Management LLC
 Ivory Investment Management LLC Investment ManagersFinance Ivory Investment Management's core funds consist of their Flagship Strategy and their Optimal Strategy. They also manage a Long-Only Strategy and the Ivory Select Opportunity Fund. The firm uses utilizes a range of investments including equities and convertibles; cash equivalents, including short-term corporate or government obligations and money market instruments; market or sector indices; debt securities and instruments of US and non-US government and corporate issuers including distressed and high-yield securities; options; futures; warrants; swaps; index derivatives; when-issued securities; private placements; partnership/LLC interests; trade claims; and structured security products. The Ivory Flagship Strategy seeks to deliver attractive, risk-adjusted absolute returns with low correlation to market indices. It takes long and short positions in equity securities of publicly traded companies and may also invest in debt securities and other liquid instruments. The Ivory Optimal Strategy employs the same proprietary, bottom-up, value-based investment approach as the Flagship Strategy and invests in the same universe of companies. The strategy seeks to maintain 1.5x the position sizing of positions held by the Flagship Strategy. The Long Strategy takes long positions primarily in equity securities of publicly traded companies. It may also invest in debt securities and derivative instruments. It may have higher individual position concentration and maintain fewer total positions than the Flagship Strategy due to the Flagship’s mandate to hedge long exposure with short positions. The Select Opportunity Fund's core portfolio consists of a diverse group of long and short positions based on a proprietary set of systematic screens and analyses, as well as select concentrated positions based on in-depth fundamental analysis The fund invests in the same universe of companies and related firms as the Flagship Strategy. | Corporate Officer/Principal | - |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, financial advisory and tax consulting services | Comptroller/Controller/Auditor | - |
Formation de Robert Wallendorf
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
92
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Ivory Investment Management LLC
Ivory Investment Management LLC Investment ManagersFinance Ivory Investment Management's core funds consist of their Flagship Strategy and their Optimal Strategy. They also manage a Long-Only Strategy and the Ivory Select Opportunity Fund. The firm uses utilizes a range of investments including equities and convertibles; cash equivalents, including short-term corporate or government obligations and money market instruments; market or sector indices; debt securities and instruments of US and non-US government and corporate issuers including distressed and high-yield securities; options; futures; warrants; swaps; index derivatives; when-issued securities; private placements; partnership/LLC interests; trade claims; and structured security products. The Ivory Flagship Strategy seeks to deliver attractive, risk-adjusted absolute returns with low correlation to market indices. It takes long and short positions in equity securities of publicly traded companies and may also invest in debt securities and other liquid instruments. The Ivory Optimal Strategy employs the same proprietary, bottom-up, value-based investment approach as the Flagship Strategy and invests in the same universe of companies. The strategy seeks to maintain 1.5x the position sizing of positions held by the Flagship Strategy. The Long Strategy takes long positions primarily in equity securities of publicly traded companies. It may also invest in debt securities and derivative instruments. It may have higher individual position concentration and maintain fewer total positions than the Flagship Strategy due to the Flagship’s mandate to hedge long exposure with short positions. The Select Opportunity Fund's core portfolio consists of a diverse group of long and short positions based on a proprietary set of systematic screens and analyses, as well as select concentrated positions based on in-depth fundamental analysis The fund invests in the same universe of companies and related firms as the Flagship Strategy. | Finance |
University of Notre Dame
 University of Notre Dame Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, financial advisory and tax consulting services | Commercial Services |
University of Arizona
 University of Arizona Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Western Standard LLC
Western Standard LLC Investment ManagersFinance Western Standard invests in publicly traded securities globally. The firm's value-driven investment process aims to provide substantial capital appreciation to their investors with minimal risk through a reasonably steady appreciation of capital over a long-term period. | Finance |
