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Steve Vannelli
Gestionnaire de Portefeuille-Actions chez
AXS Investments LLC
Profil
Mr. Steven C.
Vannelli, CFA, is a Portfolio Manager at AXS Investments LLC.
Prior to joining the Advisor in 2024.
Mr. Vannelli served as Managing Director and Chief Investment Officer of Knowledge Leaders Capital, LLC and was responsible for asset allocation and security selection decisions for the Predecessor Fund.
From 1995 to 2005, Mr. Vannelli worked for Alexander Capital Management Group, a money management firm, as Head of Equities.
He has over 26 years of portfolio management experience.
Mr. Vannelli graduated from the University of Denver in 1995 and earned his CFA designation in 1999.
Postes actifs de Steve Vannelli
| Sociétés | Poste | Début |
|---|---|---|
AXS Investments LLC
 AXS Investments LLC Investment ManagersFinance AXS Investments provides investors and financial advisors access to institutional-quality alternative investments and education to drive improved portfolio outcomes. | Gestionnaire de Portefeuille-Actions | 01/01/2024 |
Anciens postes connus de Steve Vannelli
| Sociétés | Poste | Fin |
|---|---|---|
Knowledge Leaders Capital LLC
 Knowledge Leaders Capital LLC Investment ManagersFinance KL Capital's primary investment strategy is known as the Knowledge Leaders Strategy, which seeks to transform the knowledge effect into portfolio alpha. They identify knowledge leaders, or highly innovative companies, by measuring a company’s investment in their future growth. The firm looks for companies that possess competitive advantages, such as a strong brand, proprietary knowledge, or a unique distribution mechanism. Their sell discipline seeks to limit downside volatility and provide capital preservation. KL Capital may sell a position for various reasons, such as to allocate capital to a new idea if a company no longer meets the criteria of a knowledge leader or their other investment-related criteria, to reduce stock-specific risk, or to raise cash to meet redemption requests. | Directeur Général | 01/01/2024 |
Alexander Capital Management Group LLC
 Alexander Capital Management Group LLC Investment ManagersFinance Alexander Capital Management Group's investment philosophy is based on the belief that investments in stock and bond markets can produce attractive rates of return over reasonable time periods. The firm's core philosophy targets high-quality US companies that are selling at reasonable valuations with favorable long-term growth potential. The firm uses traditional investment tools, including sector allocation, fundamental research and stringent buy/sell disciplines, to attempt to achieve benchmark-beating performance with below-market risk scores. Alexander invests primarily in the stocks of US large-cap companies in the electronic technology, retail and health technology sectors. The firm maintains a low turnover rate. Alexander's stock selection process employs a combination of top-down macroeconomic research and bottom-up fundamental security analysis. The investment team is responsible for making the final buy and sell decisions. The firm's sell discipline is based on setting price targets on both the upside and downside. If a stock declines outside of an industry move, the firm will either buy it back to its original weighting or sell. If a stock reaches its upside target, the firm will either increase the target if earnings have increased or set a trailing target below in order to participate in momentum moves. If the stock violates the trailing target, they will sell. If a stock goes over a certain percentage of the portfolio, Alexander will trim the position and re-deploy the proceeds to new issues. | Directeur de la Recherche - Actions | 31/10/2005 |
Formation de Steve Vannelli
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
13
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Alexander Capital Management Group LLC
Alexander Capital Management Group LLC Investment ManagersFinance Alexander Capital Management Group's investment philosophy is based on the belief that investments in stock and bond markets can produce attractive rates of return over reasonable time periods. The firm's core philosophy targets high-quality US companies that are selling at reasonable valuations with favorable long-term growth potential. The firm uses traditional investment tools, including sector allocation, fundamental research and stringent buy/sell disciplines, to attempt to achieve benchmark-beating performance with below-market risk scores. Alexander invests primarily in the stocks of US large-cap companies in the electronic technology, retail and health technology sectors. The firm maintains a low turnover rate. Alexander's stock selection process employs a combination of top-down macroeconomic research and bottom-up fundamental security analysis. The investment team is responsible for making the final buy and sell decisions. The firm's sell discipline is based on setting price targets on both the upside and downside. If a stock declines outside of an industry move, the firm will either buy it back to its original weighting or sell. If a stock reaches its upside target, the firm will either increase the target if earnings have increased or set a trailing target below in order to participate in momentum moves. If the stock violates the trailing target, they will sell. If a stock goes over a certain percentage of the portfolio, Alexander will trim the position and re-deploy the proceeds to new issues. | Finance |
University of Denver
 University of Denver Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Knowledge Leaders Capital LLC
Knowledge Leaders Capital LLC Investment ManagersFinance KL Capital's primary investment strategy is known as the Knowledge Leaders Strategy, which seeks to transform the knowledge effect into portfolio alpha. They identify knowledge leaders, or highly innovative companies, by measuring a company’s investment in their future growth. The firm looks for companies that possess competitive advantages, such as a strong brand, proprietary knowledge, or a unique distribution mechanism. Their sell discipline seeks to limit downside volatility and provide capital preservation. KL Capital may sell a position for various reasons, such as to allocate capital to a new idea if a company no longer meets the criteria of a knowledge leader or their other investment-related criteria, to reduce stock-specific risk, or to raise cash to meet redemption requests. | Finance |
AXS Investments LLC
AXS Investments LLC Investment ManagersFinance AXS Investments provides investors and financial advisors access to institutional-quality alternative investments and education to drive improved portfolio outcomes. | Finance |
