Kyle Kavanaugh
Associate Portfolio Manager/Senior Vice President at Palisade Capital Management- Claim this Profile
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Bio
Gerry Heffernan, CFA
I have known Kyle for nearly 20 years and can attest to the fact that he is an excellent investor. We have spent a great deal of time together at investor conferences reviewing investment opportunities, meeting with management teams and examining their business, and discussing the overall equity market landscape. From all of this I know that Kyle is a very intelligent, level headed investor who pays close attention to the business detail and its valuation, while keeping himself free of the influence of popular group think. Kyle would be an asset to any investment team.
Salvatore DiMartino
In my nearly 20 years as a sell side regional bank analyst, I have dealt with a wide variety of institutional clients. In my opinion, Kyle Kavanaugh ranks among the brightest and most capabale investment professionals I have come across. Our interactions consisted mainly of one on one meetings and phone calls as well as discussions with senior managements of various banks. I found Kyle to be very knowledgeable and well infoormed about the industry. For these reasons I wholeheartedly recommend Kyle and beleive he would be a valuable asset to any firm.
Gerry Heffernan, CFA
I have known Kyle for nearly 20 years and can attest to the fact that he is an excellent investor. We have spent a great deal of time together at investor conferences reviewing investment opportunities, meeting with management teams and examining their business, and discussing the overall equity market landscape. From all of this I know that Kyle is a very intelligent, level headed investor who pays close attention to the business detail and its valuation, while keeping himself free of the influence of popular group think. Kyle would be an asset to any investment team.
Salvatore DiMartino
In my nearly 20 years as a sell side regional bank analyst, I have dealt with a wide variety of institutional clients. In my opinion, Kyle Kavanaugh ranks among the brightest and most capabale investment professionals I have come across. Our interactions consisted mainly of one on one meetings and phone calls as well as discussions with senior managements of various banks. I found Kyle to be very knowledgeable and well infoormed about the industry. For these reasons I wholeheartedly recommend Kyle and beleive he would be a valuable asset to any firm.
Gerry Heffernan, CFA
I have known Kyle for nearly 20 years and can attest to the fact that he is an excellent investor. We have spent a great deal of time together at investor conferences reviewing investment opportunities, meeting with management teams and examining their business, and discussing the overall equity market landscape. From all of this I know that Kyle is a very intelligent, level headed investor who pays close attention to the business detail and its valuation, while keeping himself free of the influence of popular group think. Kyle would be an asset to any investment team.
Salvatore DiMartino
In my nearly 20 years as a sell side regional bank analyst, I have dealt with a wide variety of institutional clients. In my opinion, Kyle Kavanaugh ranks among the brightest and most capabale investment professionals I have come across. Our interactions consisted mainly of one on one meetings and phone calls as well as discussions with senior managements of various banks. I found Kyle to be very knowledgeable and well infoormed about the industry. For these reasons I wholeheartedly recommend Kyle and beleive he would be a valuable asset to any firm.
Gerry Heffernan, CFA
I have known Kyle for nearly 20 years and can attest to the fact that he is an excellent investor. We have spent a great deal of time together at investor conferences reviewing investment opportunities, meeting with management teams and examining their business, and discussing the overall equity market landscape. From all of this I know that Kyle is a very intelligent, level headed investor who pays close attention to the business detail and its valuation, while keeping himself free of the influence of popular group think. Kyle would be an asset to any investment team.
Salvatore DiMartino
In my nearly 20 years as a sell side regional bank analyst, I have dealt with a wide variety of institutional clients. In my opinion, Kyle Kavanaugh ranks among the brightest and most capabale investment professionals I have come across. Our interactions consisted mainly of one on one meetings and phone calls as well as discussions with senior managements of various banks. I found Kyle to be very knowledgeable and well infoormed about the industry. For these reasons I wholeheartedly recommend Kyle and beleive he would be a valuable asset to any firm.
Experience
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Palisade Capital Management
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Canada
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Investment Management
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1 - 100 Employee
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Associate Portfolio Manager/Senior Vice President
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2001 - Present
-Co-manage and generate investment recommendations for a $2.5 billion small-cap core equity portfolio. -Responsible for portfolio construction process as well as implementing an internally-developed proprietary investment process and risk-minimization framework. -Conduct comprehensive fundamental bottoms up equity research on companies within various sectors. -Market and present strategy in order to develop client relationships as well as generate new client accounts. -Co-manage and generate investment recommendations for a $2.5 billion small-cap core equity portfolio. -Responsible for portfolio construction process as well as implementing an internally-developed proprietary investment process and risk-minimization framework. -Conduct comprehensive fundamental bottoms up equity research on companies within various sectors. -Market and present strategy in order to develop client relationships as well as generate new client accounts.
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Vice President, Equity Analyst
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1999 - 2000
-Conducted in-depth fundamental research on small-capitalization companies in the consumer sector. -Created and maintained detailed financial models and forecasts. -Built DCF and comparative-industry valuation spreadsheets. -Marketed investment opinions and strategies to equity sales force and institutional clients. -Conducted in-depth fundamental research on small-capitalization companies in the consumer sector. -Created and maintained detailed financial models and forecasts. -Built DCF and comparative-industry valuation spreadsheets. -Marketed investment opinions and strategies to equity sales force and institutional clients.
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Equity Analyst
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1996 - 1999
-Provided sell-side equity research on publicly-traded companies with market capitalizations under $500 million. -Created and maintained financial models and forecasts. -Marketed investment recommendations to clients and institutional sales force. -Part of a 20-person "lift out" from NatWest to Schroder in 1997. -Provided sell-side equity research on publicly-traded companies with market capitalizations under $500 million. -Created and maintained financial models and forecasts. -Marketed investment recommendations to clients and institutional sales force. -Part of a 20-person "lift out" from NatWest to Schroder in 1997.
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Dresdner Kleinwort
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Investment Banking
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Equity Analyst
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1995 - 1996
-Performed fundamental research analysis on large-capitalization companies, with a focus on the consumer, financial, and energy sectors. -Performed fundamental research analysis on large-capitalization companies, with a focus on the consumer, financial, and energy sectors.
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Value Line, Inc.
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United States
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Equity Analyst
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1993 - 1995
-Authored and published in-depth fundamental research reports on publicly-traded companies in a variety of industries for the Value Line Investment Survey. -Authored and published in-depth fundamental research reports on publicly-traded companies in a variety of industries for the Value Line Investment Survey.
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Education
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1987 - 1992
Drexel University's LeBow College of Business
Community
