General Investing >> Money Manager Interviews >> April 4, 2011
Fcf-based Fundamental, Bottom-up Investing – Eugene Fox, Iii, Rachel D. Matthews & Robert Kirkpatrick – Cardinal Capital Manage
Eugene Fox, III, is a Managing Partner of Cardinal Capital Management, L.L.C., and is responsible for investment research and portfolio management. Mr. Fox has been in the investment industry since 1987. Prior to joining Cardinal in 1995, Mr. Fox was a Managing Director at Deltec Asset Management, LLC, where he and Amy Minella built the value equity investment management business. Mr. Fox joined Deltec in 1993 from D.S. Kennedy & Co., a small-cap value equity firm, where he was an Investment Analyst. Prior to joining Kennedy, Mr. Fox held financial positions at FMC Corporation from 1984 to 1991, including five years as the Director of Pension Investments, where he selected and monitored value-oriented investment advisers for the company's top-performing $2 billion pension plan. While at FMC, Mr. Fox also completed the nation's second largest pension plan reversion. Mr. Fox earned a B.A. in economics from the University of Virginia and an MBA in finance, statistics and accounting from The University of Chicago Booth School of Business.Robert B. Kirkpatrick, CFA, is a Managing Partner of Cardinal Capital Management, L.L.C. Mr. Kirkpatrick is responsible for investment research and portfolio management. He has been in the investment industry since 1985. Prior to joining Cardinal in 2000, Mr. Kirkpatrick was a Partner at Breeco Management, LP, a $125 million research-driven equity hedge fund, for three years. Previously, Mr. Kirkpatrick held senior equity portfolio management positions with Unifund S.A., a Swiss-based global private investment company with more than $1 billion in capital. Mr. Kirkpatrick also served for six years as a Managing Director at Bigler Investment Management, a $700 million venture capital and small-cap investment management firm. Mr. Kirkpatrick began his investment career in 1985 at CIGNA Corporation, where he was a Sector Portfolio Manager. Mr. Kirkpatrick earned a B.A. in economics from Williams College, and he earned the CFA professional designation in 1988.Rachel D. Matthews is a Portfolio Manager and Research Analyst at Cardinal Capital Management, L.L.C. She is responsible for investment research and portfolio management. Ms. Matthews has been in the investment industry since 1989. Prior to joining Cardinal in 2001 she was a High-Yield Bond Trader at OppenheimerFunds Distributor, Inc., from 1996 to 1999. She traded U.S. government securities at HSBC Securities Services from 1994 to 1996. Previously, Ms. Matthews was a Private Placement Credit Analyst at the Mutual Life Insurance Company of New York. Ms. Matthews earned a B.A. from Columbia University and an MBA from New York University. Profile
TWST: Let's start with a brief history of Cardinal Capital Management and an overview of the firm today.
Mr. Kirkpatrick: Cardinal traces its roots back to Deltec Asset Management based in New York