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Don Kuanglun Kuo
Directeur des opérations chez
WCM Investment Management LLC
Profil
Mr. Don K.
Kuo, CFA MBA, is a Deputy Chief Operating Officer at WCM Investment Management LLC.
His primary responsibilities are to assist with oversight of the Operations Team, along with personnel development, risk management, and business development.
Mr. Kuo was previously employed as a Research Analyst by London Pacific Advisors, Inc. and a Portfolio Analyst by Engemann Asset Management.
He received his undergraduate degree from the University of Kansas and an MBA from the University of Missouri.
Postes actifs de Don Kuanglun Kuo
| Sociétés | Poste | Début |
|---|---|---|
WCM Investment Management LLC
 WCM Investment Management LLC Investment ManagersFinance WCM aims to generate long-term, sustainable excess returns for clients. The firm seeks quality growth businesses with superior growth prospects, high returns on invested capital, and low or no debt. They employ a bottom-up, fundamental method of analysis that emphasizes long-horizon growth prospects, competitive advantages, and company cultures conducive to attracting great people. | Directeur des opérations | 01/01/2021 |
Anciens postes connus de Don Kuanglun Kuo
| Sociétés | Poste | Fin |
|---|---|---|
London Pacific Advisors, Inc.
 London Pacific Advisors, Inc. Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Engemann Asset Management
 Engemann Asset Management Investment ManagersFinance Engemann Asset Management specializes in growth stock investments. Their portfolios include large-cap growth and balanced growth. Engemann's Large-Cap Growth strategy seeks earning growth rate greater than the Russell 1000 Growth Index and a risk profile close to the Russell 1000 Growth Index. They invest in large-cap companies with consistent, superior earnings growth, leading market shares and strong management teams. Companies should be financially strong, have positive annual cash flow and lower earning volatility than their peers. The firm's fundamental analysis includes extensive contact with companies' management teams, competitors and suppliers. It also includes an analysis of cash flow, earnings volatility and ROE. Engemann also employs proprietary, detailed earnings models and growth projections. They will sell a position when a company misses the articulated fundamental guideposts or when valuations become extended. They will review a position if there is a 20% absolute price drop. A break in a technical pattern may prompt a reduction in a position. Engemann's Balanced Growth strategy is similar to their large-cap growth strategy. Portfolios will contain 30% to 50% bonds, most of which are US Treasuries. In general, the firm tends to invest in US companies in the electronic technology, health technology and technology services sectors. Engemann maintains a high turnover rate. | Corporate Officer/Principal | - |
Formation de Don Kuanglun Kuo
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
74
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Engemann Asset Management
Engemann Asset Management Investment ManagersFinance Engemann Asset Management specializes in growth stock investments. Their portfolios include large-cap growth and balanced growth. Engemann's Large-Cap Growth strategy seeks earning growth rate greater than the Russell 1000 Growth Index and a risk profile close to the Russell 1000 Growth Index. They invest in large-cap companies with consistent, superior earnings growth, leading market shares and strong management teams. Companies should be financially strong, have positive annual cash flow and lower earning volatility than their peers. The firm's fundamental analysis includes extensive contact with companies' management teams, competitors and suppliers. It also includes an analysis of cash flow, earnings volatility and ROE. Engemann also employs proprietary, detailed earnings models and growth projections. They will sell a position when a company misses the articulated fundamental guideposts or when valuations become extended. They will review a position if there is a 20% absolute price drop. A break in a technical pattern may prompt a reduction in a position. Engemann's Balanced Growth strategy is similar to their large-cap growth strategy. Portfolios will contain 30% to 50% bonds, most of which are US Treasuries. In general, the firm tends to invest in US companies in the electronic technology, health technology and technology services sectors. Engemann maintains a high turnover rate. | Finance |
WCM Investment Management LLC
WCM Investment Management LLC Investment ManagersFinance WCM aims to generate long-term, sustainable excess returns for clients. The firm seeks quality growth businesses with superior growth prospects, high returns on invested capital, and low or no debt. They employ a bottom-up, fundamental method of analysis that emphasizes long-horizon growth prospects, competitive advantages, and company cultures conducive to attracting great people. | Finance |
London Pacific Advisors, Inc.
London Pacific Advisors, Inc. Investment ManagersFinance Provides investment advice | Finance |
University of Missouri
 University of Missouri Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Kansas
 University of Kansas Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
