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Thomas Ulrich
President chez
SPROTT FOCUS TRUST, INC.
Fortune : 84 840 $ au 31/05/2026
Profil
Thomas W.
Ulrich is the founder of InView Investment Management LLC.
Mr. Ulrich is President, Secretary & Chief Compliance Officer at Sprott Focus Trust since 2017.
Mr. Ulrich is Chief Compliance Officer & General Counsel at Resource Capital Investment Corp.
Mr. Ulrich is Managing Partner at Sprott, Inc. since 2018.
Mr. Ulrich was Chief Compliance Officer at Altegris Advisors LLC from 2011 to 2012.
Mr. Ulrich was Chief Compliance Officer & General Counsel at Geneva Advisors LLC from 2005 to 2011.
Mr. Ulrich completed undergraduate studies at the University of Nebraska and graduate studies at Creighton University.
Détentions connues dans des sociétés publiques
| Société | Date | Nombre d'actions | Valorisation | Date de valorisation |
|---|---|---|---|---|
SPROTT FOCUS TRUST INC 0,03 % | 15/10/2025 | 8 273 ( 0,03 % ) | 84 840 $ | 31/05/2026 |
Postes actifs de Thomas Ulrich
| Sociétés | Poste | Début |
|---|---|---|
| SPROTT FOCUS TRUST, INC. | President | 01/01/2017 |
| SPROTT INC. | Corporate Officer/Principal | 01/01/2018 |
Resource Capital Investment Corp. | Compliance Officer | - |
Anciens postes connus de Thomas Ulrich
| Sociétés | Poste | Fin |
|---|---|---|
Altegris Advisors LLC
 Altegris Advisors LLC Investment ManagersFinance Altegris seeks to minimize investor risk while maximizing potential returns. The firm follows a disciplined process for identifying, evaluating, selecting, and monitoring investment talent across a spectrum of alternative strategies, including managed futures, global macro, long/short equity, event-driven, and others. The Investment Committee generally (i) performs an ongoing top-down strategy review to determine any potential opportunities for the lineup of strategies recommended by, or allocated to, by the firm and (ii) directs the Altegris’ research team as to a bottom-up approach to identify potential managers or strategies that may meet their performance objectives and investment strategy themes. | Compliance Officer | 01/10/2012 |
Geneva Advisors LLC
 Geneva Advisors LLC Investment ManagersFinance Geneva Advisors utilizes a proprietary valuation model that they have developed over the years and that they combine with their own analysts and portfolio managers input to arrive at a basket of equities for each of their investment strategies. The valuation model closely tracks the financial performance of more than 10,000 companies. Geneva monitors each company using a detailed computer analysis of fundamentals, such as earning per share, cash flow, future earnings estimates, quarterly growth comparisons and return on invested capital. The firm's portfolio managers use the model to screen for fundamental changes in a company’s operations. The model examines company valuations relative to company fundamentals, comparable companies, historic levels, and overall market. Geneva's equity strategies include: All Cap Growth, Large Cap Growth, Mid Cap Growth, Small-Mid Cap Growth, Small Cap Opportunities, Equity Income, Emerging Markets Equity Composite, Emerging Markets Equity Composite-ADRs, Emerging Markets Equity Wrap Composite, Equity Income/Tax Easy Strategy, International Equity Income, International Growth, International Small Cap Equity Composite, MLPs, Natural Resources, Geneva Focused Growth & Income, and Global Equity Income. Their fixed income strategies include: Tax-Exempt Municipal Bond, Intermediate Bond, and Total Return Fixed Income.^ | Compliance Officer | 01/07/2011 |
InView Investment Management LLC
 InView Investment Management LLC Investment ManagersFinance InView offers a Global Multi-Asset Portfolio, a Global Absolute Return Portfolio, and a US Small Value Portfolio. The Global Multi-Asset Portfolio is a strategy that considers investments in all investable asset classes in the world through asset allocation of client capital in proportions appropriate to clients’ risk tolerance and financial objectives. Global Absolute Return Portfolio is an actively managed strategy that meets that portion of a client’s wealth dedicated to capital appreciation over a long investment horizon. The US Small Value Portfolio is an actively managed strategy comprised generally of US securities whose portfolio weighted market capitalization is generally $5 billion or less. | Fondateur | - |
Formation de Thomas Ulrich
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
34
Relations au 1er degré
8
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
University of Nebraska
 University of Nebraska Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Resource Capital Investment Corp. | |
InView Investment Management LLC
InView Investment Management LLC Investment ManagersFinance InView offers a Global Multi-Asset Portfolio, a Global Absolute Return Portfolio, and a US Small Value Portfolio. The Global Multi-Asset Portfolio is a strategy that considers investments in all investable asset classes in the world through asset allocation of client capital in proportions appropriate to clients’ risk tolerance and financial objectives. Global Absolute Return Portfolio is an actively managed strategy that meets that portion of a client’s wealth dedicated to capital appreciation over a long investment horizon. The US Small Value Portfolio is an actively managed strategy comprised generally of US securities whose portfolio weighted market capitalization is generally $5 billion or less. | Finance |
Sprott, Inc.
 Sprott, Inc. Investment ManagersFinance Operates as a holding company with interest in providing asset management services | Finance |
Altegris Advisors LLC
Altegris Advisors LLC Investment ManagersFinance Altegris seeks to minimize investor risk while maximizing potential returns. The firm follows a disciplined process for identifying, evaluating, selecting, and monitoring investment talent across a spectrum of alternative strategies, including managed futures, global macro, long/short equity, event-driven, and others. The Investment Committee generally (i) performs an ongoing top-down strategy review to determine any potential opportunities for the lineup of strategies recommended by, or allocated to, by the firm and (ii) directs the Altegris’ research team as to a bottom-up approach to identify potential managers or strategies that may meet their performance objectives and investment strategy themes. | Finance |
Sprott Focus Trust
 Sprott Focus Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Geneva Advisors LLC
Geneva Advisors LLC Investment ManagersFinance Geneva Advisors utilizes a proprietary valuation model that they have developed over the years and that they combine with their own analysts and portfolio managers input to arrive at a basket of equities for each of their investment strategies. The valuation model closely tracks the financial performance of more than 10,000 companies. Geneva monitors each company using a detailed computer analysis of fundamentals, such as earning per share, cash flow, future earnings estimates, quarterly growth comparisons and return on invested capital. The firm's portfolio managers use the model to screen for fundamental changes in a company’s operations. The model examines company valuations relative to company fundamentals, comparable companies, historic levels, and overall market. Geneva's equity strategies include: All Cap Growth, Large Cap Growth, Mid Cap Growth, Small-Mid Cap Growth, Small Cap Opportunities, Equity Income, Emerging Markets Equity Composite, Emerging Markets Equity Composite-ADRs, Emerging Markets Equity Wrap Composite, Equity Income/Tax Easy Strategy, International Equity Income, International Growth, International Small Cap Equity Composite, MLPs, Natural Resources, Geneva Focused Growth & Income, and Global Equity Income. Their fixed income strategies include: Tax-Exempt Municipal Bond, Intermediate Bond, and Total Return Fixed Income.^ | Finance |
Creighton University
 Creighton University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
