General Investing >> Money Manager Interviews >> September 30, 2020

Using a Long-Term Perspective to Build Portfolios of Solid Businesses

Fauer, Stephen J.
Stephen J. Fauer, CFA, is Pinnacle Capital Management, LLC’s Chief Investment Officer and Principal Portfolio Manager. He has served in these roles since Pinnacle Capital Management’s founding in 2006, overseeing all separately managed and mutual fund portfolios totaling in excess of $100 million in assets. Mr. Fauer is also responsible for coordinating and supervising the research efforts of his investment team. Having earned his B.S. from Michigan State University in 1980, Mr. Fauer began his investment career in 1981 as a junior investment analyst with J&W Seligman & Co. Taking mostly evening courses, he earned his MBA from New York University in 1984 and subsequently went on to earn his Chartered Financial Analyst — CFA — designation in 1987. In addition to his current position at Pinnacle Capital Management, he has held investment leadership positions at Strategic Investments, Manning & Napier Advisors and J.W. Burns & Co. Over his 30-year career, Mr. Fauer has developed an investment philosophy designed to identify companies positioned for success within their current competitive and economic environments. He then overlays a pricing discipline, which adds a value element to this approach. This philosophy now forms the basis of Pinnacle Capital Management’s core investment strategies. Profile
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TWST: If you wouldn’t mind, let’s start with an overview of Pinnacle’s business and your overall investment approach and philosophy.