![Gary F. Cogswell](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Mr. Gary F.
Cogswell, CFA MBA, is a Portfolio Manager at Running Oak Capital LLC.
He has over 40 years of experience.
Mr. Cogswell began his career at Wachovia Bank where he was later a Senior Equity Analyst.
Following Wachovia, he served as Investment Department Manager and Portfolio Manager for Huntington National Bank.
He received both his MBA and BS degrees from Miami University in Oxford, Ohio.
He is a CFA holder.
| Companies | Position | Start |
|---|---|---|
Running Oak Capital LLC
 Running Oak Capital LLC Investment ManagersFinance ROC primarily employs fundamental and quantitative methods of analysis. The firm manages two investment strategies: (1) Efficient Growth Strategy, a long-only blend of growth and value with a focus on downside volatility management. The strategy consists of high quality, under-valued companies that are growing earnings at a significantly higher rate than the S&P 500. The portfolio generally consists of 50 to 75 roughly equally-weighted mid to large cap securities; and (2) Free World Investment Strategy, a long-only and based upon the same investment philosophy and process as Efficient Growth. It also employs negative screening to create a portfolio with a goal of lower country specific risk. | Portfolio Manager-Equities | 2012-12-31 |
| Companies | Position | End |
|---|---|---|
Huntington National Bank (Investment Management)
 Huntington National Bank (Investment Management) Investment ManagersFinance HNB-IM investment management approach is based on asset allocation. They manage institutional portfolios, global portfolios, domestic portfolios, tax-managed portfolios and active tax-managed portfolios. | Corporate Officer/Principal | - |
Wachovia Bank NA (Charlotte, North Carolina)
 Wachovia Bank NA (Charlotte, North Carolina) Major BanksFinance Provides commercial banking services | Corporate Officer/Principal | - |
Active
Inactive
Listed companies
Private companies
| Private companies | 4 |
|---|---|
Wachovia Bank NA (Charlotte, North Carolina)
Wachovia Bank NA (Charlotte, North Carolina) Major BanksFinance Provides commercial banking services | Finance |
Huntington National Bank (Investment Management)
Huntington National Bank (Investment Management) Investment ManagersFinance HNB-IM investment management approach is based on asset allocation. They manage institutional portfolios, global portfolios, domestic portfolios, tax-managed portfolios and active tax-managed portfolios. | Finance |
Miami University
 Miami University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Running Oak Capital LLC
Running Oak Capital LLC Investment ManagersFinance ROC primarily employs fundamental and quantitative methods of analysis. The firm manages two investment strategies: (1) Efficient Growth Strategy, a long-only blend of growth and value with a focus on downside volatility management. The strategy consists of high quality, under-valued companies that are growing earnings at a significantly higher rate than the S&P 500. The portfolio generally consists of 50 to 75 roughly equally-weighted mid to large cap securities; and (2) Free World Investment Strategy, a long-only and based upon the same investment philosophy and process as Efficient Growth. It also employs negative screening to create a portfolio with a goal of lower country specific risk. | Finance |
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