Experience

Meritage Portfolio Management

• United States
• Investment Management
• 1 - 100 Employee

• President and Chief Investment Officer

  • Jul 1991 - Present

  Kansas City, Missouri Area As the CIO and a Senior Portfolio Manager, I am responsible for the overall direction of the Meritage Portfolio Management investment process. Our process now produces five distinct equity strategies - All Cap Value, Growth and Yield-Focus; Small Cap Value and Growth - and two bond strategies. I lead the Value Strategy Team, and am a member of the Yield-Focus Strategy Team and Macro Analysis Team. Value is our legacy equity strategy, which began prior to the formation of Meritage in… Show more As the CIO and a Senior Portfolio Manager, I am responsible for the overall direction of the Meritage Portfolio Management investment process. Our process now produces five distinct equity strategies - All Cap Value, Growth and Yield-Focus; Small Cap Value and Growth - and two bond strategies. I lead the Value Strategy Team, and am a member of the Yield-Focus Strategy Team and Macro Analysis Team. Value is our legacy equity strategy, which began prior to the formation of Meritage in 1991. Our value-driven Growth strategy began in 1998, and Yield-Focus was launched in 2003. We began incubation of our small cap strategy approaches at the end of 2008 using internal capital. Meritage manages an in depth platform of all-world, all-cap, diversifiable equity strategies for both private and institutional clients. A key distinction that we believe sets us apart and provides a tremendous benefit to all our clients is our comprehensive security selection process which scores, ranks and screens over 6,000 securities worldwide, on a continuous basis. Only the best ranked securities, approximately the top 4% of the universe, are candidates for purchase. This clear cut, systematic decision making process has been under continuous development and improvement over the life of our firm. Show less



Reimer and Koger Associates, Inc.

• Managing Director

  • 1981 - 1991

  Kansas City, Missouri Area I led the Core Value Group at Reimer & Koger where our current (Meritage) value-centric philosophy was born and began its growth. The early architecture for our comprehensive equity decision-making process – affectionately called the Mark System – took shape during these years.



Continental Illinois National Bank of Chicago

• Chief Portfolio Manager and Chairman of the Stock Selection Committee

  • 1976 - 1981

  Greater Chicago Area At Continental, I led a three person final selection committee, and was Director of Research in charge of approximately 30 analysts, who formed the framework for an increasingly systematic decision-making process. I also provided direct management, utilizing our analyst-driven process, for some of the Continental’s leading pooled and comingled funds.