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Daniel Skubiz
Directeur en chef des Investissements chez
Emerald Advisers LLC
Profil
Mr. Daniel R.
Skubiz, CFA MBA, is a CIO & Senior Portfolio Manager at Emerald Advisers LLC.
He is the team's Senior Research Analyst responsible for the Consumer Discretionary and Industrial sectors.
Previously, he was a Chief Investment Officer of equity products and a Senior Portfolio Manager for the MVP Group at FMI and Vice President - Business Development Manager in the Data Analytics and Research group at Markit.
He also held positions at Fifth Third Asset Management and TradeStreet Investment Associates.
Mr. Skubiz received his M.B.A with an emphasis in Finance from St. Louis University and earned a B.S.B.A. in Finance and Accounting from the University of Tulsa.
He is a CFA® charterholder and a member of CFA Institute and CFA Society.
Postes actifs de Daniel Skubiz
| Sociétés | Poste | Début |
|---|---|---|
Emerald Advisers LLC
 Emerald Advisers LLC Investment ManagersFinance Emerald is a results-driven entrepreneurial firm that believes in research-driven active management. The firm invests client’s assets primarily in US domestic equity securities. Their investment approach focuses on intense fundamental, bottom-up research designed to identify unrecognized, under-researched, undervalued, as well as overvalued companies. Emerald’s investment strategies include small, mid and all-cap stocks. The final portfolio will consist of 40-60 holdings. | Directeur en chef des Investissements | 01/01/2026 |
Anciens postes connus de Daniel Skubiz
| Sociétés | Poste | Fin |
|---|---|---|
Ziegler Capital Management LLC
 Ziegler Capital Management LLC Investment ManagersFinance ZCM manages a diversified slate of investment strategies designed to improve the resilience of their clients' investment portfolios while seeking to provide strategic opportunities for increased alpha across the risk spectrum. | Head-Equity Investments | 01/04/2024 |
Missouri Valley Partners, Inc.
 Missouri Valley Partners, Inc. Investment ManagersFinance Missouri Valley Partners' (MVP) investment products include: Large-Cap Value Equity, Large-Cap Core Equity, Small-Cap Core Equity, Small-Cap Growth Equity, Fixed-Income and Balanced Portfolios. MVP seeks to provide superior risk-adjusted returns through the use of traditional, fundamental security analysis. The firm believes that stocks purchased at the best relative value based on expected future levels of earnings, cash flow and return on investment provide the best opportunity for appreciation potential with the least amount of risk. Their investment process includes bottom-up stock selection and managed portfolio construction. MVP tends to invest in stocks with below-average p/e ratios and above-average dividend yields that maintain reasonable earnings growth prospects. MVP's investment approach begins with the use of a variety of qualitative and quantitative sector-specific screens, to narrow the universe to a manageable list of around 300 companies. The firm has direct contact with the companies and seeks information from their customers, suppliers and competitors. They evaluate drivers of corporate performance and provide detailed projections of earnings, cash flow and return on investments. These inputs form the basis of MVP's Price Discovery and Relative Value models from which each stock in the universe is ranked. Based on this internal ranking process, the firm's analysts recommend buy and sell ideas to the firm's portfolio management team. Analysts identify why the stock is a timely purchase, potential risks and what would lead the stock to be sold. MVP's portfolio construction process considers sector and industry exposure, cross-correlation analysis and theme exposure. During the holding period, the position is monitored for performance, size and fundamental execution relative to expectations. A stock will be sold if it no longer screens attractive, company or industry fundamentals deteriorate, economic issues change the firm's sector view or the risk/return profile no longer fits the portfolio strategy. MVP's Small-Cap Core and Small-Cap Growth strategies focus on the stocks of companies with a market-cap of $100 million to $2 billion. Their Large-Cap Core and Large-Cap Value strategies focus on stocks with a market-cap greater than $2 billion in size. Though not limited by sector, the firm tends to invest in the stocks of US large-cap companies in the finance, electronic technology, energy minerals, consumer non-durables, healthcare technology and technology services sectors. MVP maintains a medium turnover rate. MVP's fixed-income investment process focuses on: (1) maturity structure (2) sector allocation and (3) duration. The major sectors of the firm's fixed-income universe include: US Treasuries, agencies, mortgage pass-throughs and investment grade corporate bonds. To avoid risk, the portfolio's duration is constrained to 80% to 120% of the appropriate benchmark. Portfolios are broadly diversified and highly liquid. The benchmarks are typically the Lehman Government/Credit, the Lehman Aggregate and/or the Lehman Intermediate Government/Credit Indices. The firm's balanced portfolios are managed with an asset allocation mix that is customized to meet each client's objectives and risk tolerance. The stocks and bonds used in these portfolios are the same as those that are used in MVP's equity and fixed-income portfolios, depending on which is the most appropriate for the client. | Analyst-Equity | 01/10/2014 |
F/m Investments LLC
 F/m Investments LLC Investment ManagersFinance F/m Investments believes that active portfolio management by their boutique manager partners can produce long-term results that are vital for investors to capture performance, mitigate risk, and reach their goals. The firm offers the F/m Global Dividend ADR strategy, which generally invests in global securities, REITS, and Real Estate. This strategy also provides exposure to ESG investing. | Gestionnaire de Portefeuille-Actions | - |
Markit North America, Inc.
 Markit North America, Inc. Investment Banks/BrokersFinance Provides financial information services | Corporate Officer/Principal | - |
ClearArc Capital, Inc.
 ClearArc Capital, Inc. Investment ManagersFinance ClearArc Capital offers a broad array of equity, fixed income and specialty investment strategies as well as customized portfolios. Clients within each investment strategy share similar investment objectives. Additionally, the firm offers a passive equity index product. Their investment strategies include: Large-Cap Equity Index SRI, Core Fixed Income, Intermediate Government, Intermediate Government/ Credit Fixed Income, 1-3 Year Government LAM, 1-3 Year Government/ Corporate LAM, and Short Term Maturity LAM. | Gestionnaire de Portefeuille-Actions | - |
Formation de Daniel Skubiz
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
2
Relations au 1er degré
8
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
Emerald Advisers LLC
Emerald Advisers LLC Investment ManagersFinance Emerald is a results-driven entrepreneurial firm that believes in research-driven active management. The firm invests client’s assets primarily in US domestic equity securities. Their investment approach focuses on intense fundamental, bottom-up research designed to identify unrecognized, under-researched, undervalued, as well as overvalued companies. Emerald’s investment strategies include small, mid and all-cap stocks. The final portfolio will consist of 40-60 holdings. | Finance |
Missouri Valley Partners, Inc.
Missouri Valley Partners, Inc. Investment ManagersFinance Missouri Valley Partners' (MVP) investment products include: Large-Cap Value Equity, Large-Cap Core Equity, Small-Cap Core Equity, Small-Cap Growth Equity, Fixed-Income and Balanced Portfolios. MVP seeks to provide superior risk-adjusted returns through the use of traditional, fundamental security analysis. The firm believes that stocks purchased at the best relative value based on expected future levels of earnings, cash flow and return on investment provide the best opportunity for appreciation potential with the least amount of risk. Their investment process includes bottom-up stock selection and managed portfolio construction. MVP tends to invest in stocks with below-average p/e ratios and above-average dividend yields that maintain reasonable earnings growth prospects. MVP's investment approach begins with the use of a variety of qualitative and quantitative sector-specific screens, to narrow the universe to a manageable list of around 300 companies. The firm has direct contact with the companies and seeks information from their customers, suppliers and competitors. They evaluate drivers of corporate performance and provide detailed projections of earnings, cash flow and return on investments. These inputs form the basis of MVP's Price Discovery and Relative Value models from which each stock in the universe is ranked. Based on this internal ranking process, the firm's analysts recommend buy and sell ideas to the firm's portfolio management team. Analysts identify why the stock is a timely purchase, potential risks and what would lead the stock to be sold. MVP's portfolio construction process considers sector and industry exposure, cross-correlation analysis and theme exposure. During the holding period, the position is monitored for performance, size and fundamental execution relative to expectations. A stock will be sold if it no longer screens attractive, company or industry fundamentals deteriorate, economic issues change the firm's sector view or the risk/return profile no longer fits the portfolio strategy. MVP's Small-Cap Core and Small-Cap Growth strategies focus on the stocks of companies with a market-cap of $100 million to $2 billion. Their Large-Cap Core and Large-Cap Value strategies focus on stocks with a market-cap greater than $2 billion in size. Though not limited by sector, the firm tends to invest in the stocks of US large-cap companies in the finance, electronic technology, energy minerals, consumer non-durables, healthcare technology and technology services sectors. MVP maintains a medium turnover rate. MVP's fixed-income investment process focuses on: (1) maturity structure (2) sector allocation and (3) duration. The major sectors of the firm's fixed-income universe include: US Treasuries, agencies, mortgage pass-throughs and investment grade corporate bonds. To avoid risk, the portfolio's duration is constrained to 80% to 120% of the appropriate benchmark. Portfolios are broadly diversified and highly liquid. The benchmarks are typically the Lehman Government/Credit, the Lehman Aggregate and/or the Lehman Intermediate Government/Credit Indices. The firm's balanced portfolios are managed with an asset allocation mix that is customized to meet each client's objectives and risk tolerance. The stocks and bonds used in these portfolios are the same as those that are used in MVP's equity and fixed-income portfolios, depending on which is the most appropriate for the client. | Finance |
ClearArc Capital, Inc.
ClearArc Capital, Inc. Investment ManagersFinance ClearArc Capital offers a broad array of equity, fixed income and specialty investment strategies as well as customized portfolios. Clients within each investment strategy share similar investment objectives. Additionally, the firm offers a passive equity index product. Their investment strategies include: Large-Cap Equity Index SRI, Core Fixed Income, Intermediate Government, Intermediate Government/ Credit Fixed Income, 1-3 Year Government LAM, 1-3 Year Government/ Corporate LAM, and Short Term Maturity LAM. | Finance |
St. Louis University
 St. Louis University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The University of Tulsa
 The University of Tulsa Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Markit North America, Inc.
Markit North America, Inc. Investment Banks/BrokersFinance Provides financial information services | Finance |
Ziegler Capital Management LLC
Ziegler Capital Management LLC Investment ManagersFinance ZCM manages a diversified slate of investment strategies designed to improve the resilience of their clients' investment portfolios while seeking to provide strategic opportunities for increased alpha across the risk spectrum. | Finance |
F/m Investments LLC
F/m Investments LLC Investment ManagersFinance F/m Investments believes that active portfolio management by their boutique manager partners can produce long-term results that are vital for investors to capture performance, mitigate risk, and reach their goals. The firm offers the F/m Global Dividend ADR strategy, which generally invests in global securities, REITS, and Real Estate. This strategy also provides exposure to ESG investing. | Finance |
