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Profil
Ms. Frances E.
Tuite, CFA MBA, is a Co-Founder & Portfolio Manager at Sankota Capital LLC.
She has over 30 years of portfolio manager experience.
Ms. Tuite was previously employed as a Chief Investment Officer by Oak Family Advisors LLC, a Portfolio Manager by Fairpointe Capital LLC, RMB Capital Management LLC, Talon Asset Management, Inc. and Sirius Partners LP, an Analyst by Harris Associates LP and William Blair & Co. LLC, and a Director of Research by Johnson Investment Counsel, Inc.
She received her B.B.A from the University of Cincinnati (Ohio) and an MBA from Miami University.
Postes actifs de Frances Tuite
| Sociétés | Poste | Début |
|---|
Anciens postes connus de Frances Tuite
| Sociétés | Poste | Fin |
|---|---|---|
Oak Family Advisors LLC
 Oak Family Advisors LLC Investment ManagersFinance OFA’s primary investment strategy used on client accounts is a strategic asset allocation utilizing a core and satellite approach. The firm uses in-house resources to select core equity and fixed income securities in areas where they believe they have a core competency and passively managed index exchange traded funds in asset classes they believe are not their core competency or supplemental to their core competency. Using an intrinsic value investing approach, they use independent analysis to select the most promising opportunities at any point in a market cycle. | Directeur en chef des Investissements | 31/12/2024 |
Fairpointe Capital LLC
 Fairpointe Capital LLC Investment ManagersFinance Fairpointe Capital manages equity portfolios for clients. Their Mid-Cap strategy employs a fundamental bottom-up, valuation-based process to select companies that they believe are inefficiently priced relative to their earnings growth outlook over the next three to five years. The firm’s ESG Equity strategy integrates structured ESG analysis with their bottom-up, fundamental valuation-based approach to investing. They seek companies that adhere to principled corporate governance practices, are environmentally accountable and socially responsible. Fairpointe Capital primarily invests in domestic equities and ADRs. If fixed income exposure is required by the client, the firm typically invests in bond funds. | Analyst-Equity | 30/06/2021 |
Curi RMB Capital LLC
 Curi RMB Capital LLC Investment ManagersFinance Curi RMB primarily uses fundamental analyses and active management strategies; however, it will consider other strategies such as quantitative and technical analyses and passive or indexed strategies. The firm’s equity strategies generally follow a bottom-up, fundamental approach focused on finding investments with attractive risk/reward profiles. Fixed income strategies generally follow a fundamental, relative value approach focused on capital preservation and income. Alternative strategies generally focus on generating absolute, risk-adjusted returns that have low correlation to the broad equity market. | Gestionnaire de Portefeuille-Actions | 01/09/2017 |
Harris Associates LP
 Harris Associates LP Investment ManagersFinance Harris is a global asset manager that seeks to invest in businesses that are priced at substantial discounts to their estimate of intrinsic value. The firm adheres to a fundamental, bottom-up idea generation process. | Analyst-Equity | 30/06/1994 |
William Blair & Co. LLC
 William Blair & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 31/12/1989 |
Formation de Frances Tuite
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
76
Relations au 1er degré
10
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 10 |
|---|---|
Harris Associates LP
Harris Associates LP Investment ManagersFinance Harris is a global asset manager that seeks to invest in businesses that are priced at substantial discounts to their estimate of intrinsic value. The firm adheres to a fundamental, bottom-up idea generation process. | Finance |
Talon Asset Management, Inc.
 Talon Asset Management, Inc. Investment ManagersFinance Talon Asset Management (TAM) seeks to deliver superior risk-adjusted returns through fundamental, bottom-up security selection and a focus on capital preservation. TAM's equity strategies invest in small, mid- and large-cap companies with quality management teams and sound business fundamentals. The firm invests in companies whose stock's valuation is supported by the company's current cash flows, asset value and future growth potential. The firm adheres to a value-orientated approach that avoids overpaying for growth. TAM employs a bottom-up fundamental research process that reviews a company's industry, competitive position, financial strength, earnings history and earnings outlook. The firm also considers management's track record, ownership position and incentives. Capital preservation is also a critical component of TAM's stock selection process. They do not invest in a company unless they can understand the potential downside to the investment. Once the downside risk is calculated, they evaluate that risk against the upside opportunity. TAM invests in a company only when there is adequate upside opportunity, given the downside risk. In addition, the firm bases investment decisions on absolute return expectations, rather than on benchmarks against market indices. Though not limited by sector, TAM tends to invest in the stocks of companies in the finance, health technology and industrial services sectors. The firm invests globally, across all market-caps. They maintain a low turnover rate. TAM's fixed-income and balanced accounts invest in high quality bonds to generate income and/or reduce overall portfolio volatility. In their balanced portfolios, the firm avoids duplicating the risks inherent in the portfolio's equity exposure. They actively manage bond portfolios to maximize total return. TAM utilizes a sophisticated methodology for bond management which measures and controls a variety of portfolio attributes. Bonds are combined in a way to achieve efficiency and to meet each client's objectives. TAM's tactical bond decisions are influenced by two proprietary quantitative models. The first model forecasts changes in the shape or slope of the yield curve. The second model monitors and evaluates credit quality, relative to current and historical yield spread levels in the market. This model utilizes market data to highlight dislocations in the risk/reward ratios of individual credits. | Finance |
Johnson Investment Counsel, Inc.
 Johnson Investment Counsel, Inc. Investment ManagersFinance Johnson builds investment portfolios designed to perform well in all market environments. The firm focuses on both investment grade fixed income and domestic equity securities. Equity strategies are bottom-up oriented driven by a proven multi-factor quantitative approach to company analysis. Fixed income blends together a macro and micro strategy, focusing on quality yield and emphasizing appropriate maturities. | Finance |
Curi RMB Capital LLC
Curi RMB Capital LLC Investment ManagersFinance Curi RMB primarily uses fundamental analyses and active management strategies; however, it will consider other strategies such as quantitative and technical analyses and passive or indexed strategies. The firm’s equity strategies generally follow a bottom-up, fundamental approach focused on finding investments with attractive risk/reward profiles. Fixed income strategies generally follow a fundamental, relative value approach focused on capital preservation and income. Alternative strategies generally focus on generating absolute, risk-adjusted returns that have low correlation to the broad equity market. | Finance |
William Blair & Co. LLC
William Blair & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Miami University
 Miami University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Cincinnati (Ohio)
 University of Cincinnati (Ohio) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Fairpointe Capital LLC
Fairpointe Capital LLC Investment ManagersFinance Fairpointe Capital manages equity portfolios for clients. Their Mid-Cap strategy employs a fundamental bottom-up, valuation-based process to select companies that they believe are inefficiently priced relative to their earnings growth outlook over the next three to five years. The firm’s ESG Equity strategy integrates structured ESG analysis with their bottom-up, fundamental valuation-based approach to investing. They seek companies that adhere to principled corporate governance practices, are environmentally accountable and socially responsible. Fairpointe Capital primarily invests in domestic equities and ADRs. If fixed income exposure is required by the client, the firm typically invests in bond funds. | Finance |
Oak Family Advisors LLC
Oak Family Advisors LLC Investment ManagersFinance OFA’s primary investment strategy used on client accounts is a strategic asset allocation utilizing a core and satellite approach. The firm uses in-house resources to select core equity and fixed income securities in areas where they believe they have a core competency and passively managed index exchange traded funds in asset classes they believe are not their core competency or supplemental to their core competency. Using an intrinsic value investing approach, they use independent analysis to select the most promising opportunities at any point in a market cycle. | Finance |
Sirius Partners LP
 Sirius Partners LP Investment ManagersFinance Sirius Partners utilizes a multi-strategy, diversified investment approach which aims to produce consistent capital appreciation. The firm invests globally without material limitation on strategies, the number of Direct Investments or Portfolio Managers, or types of investments. The composition of the Fund’s portfolio is entirely at the discretion of Sirius; the Fund has no specific investment policies or restrictions. | Finance |
