General Investing >> Money Manager Interviews >> August 14, 2012

Seeking Stock-Specific and Thematic Catalysts in Large-Cap Value Investing

Senser, Jerrold K.
Jerrold K. Senser, CFA, serves as Chief Executive Officer and Chief Investment Officer of Institutional Capital LLC. As CEO and Chief Investment Officer, he has ultimate responsibility for the firm’s investment team, strategies and overall management of the firm. Mr. Senser is a member of the firm’s executive management committee. He graduated with a B.A. from the University of Michigan and an MBA from the University of Chicago. Before joining Institutional Capital, Mr. Senser spent seven years at Stein Roe & Farnham as an Associate involved in economic and fixed income analysis. He began his career at Data Resources Inc., an economic consulting firm. He has been featured in publications such as Barron’s, The New York Times and Value Investor Insight, and has been a guest speaker on CNBC and "Consuelo Mack WealthTrack.” Mr. Senser has been with the firm since 1986 and in the industry since 1978. Profile
TWST: You use a bottom-up approach to select stocks from the large-cap segment of the market. Have you noticed any trends as far as certain sectors being more likely recently to include the