General Investing >> Money Manager Interviews >> July 11, 2017

Combining Bottom-Up Fundamental Analysis with a Quantitative Overlay

Kute, Brian T.
Brian T. Kute, CFA, has been a part of Johnson Investment Counsel, Inc. since 1994, and has since become a Principal and the Manager of Research. He holds the Chartered Financial Analyst — CFA — designation. Prior to joining the firm, Mr. Kute worked for Gradison-McDonald. He lives in Independence, Kentucky. Profile
TWST: How do you define the universe for your SMID Cap Core strategy, and what’s compelling?

Mr. Kute: Yes, for us, our market-cap range definition goes from