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

Combining Bottom-Up Fundamental Analysis with a Quantitative Overlay

Kute, Brian T.
Brian T. Kute, CFA, is Managing Director of Research and Senior Portfolio Manager at Johnson Investment Counsel. Mr. Kute is Senior Portfolio Manager for the Johnson SMID Cap Core Equity Strategy and Johnson Opportunity Fund. He is also Managing Director of Research and has been with the firm since 1994. He holds the Chartered Financial Analyst designation as well as a bachelor’s degree in finance and economics from the University of 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