John J. Holmgren

President at

Zebra Capital Management LLC

Finance

Consumer Services

Profile

Mr. John J.
Holmgren, Jr., is a President, Chief Operating Officer & Chief Investment Officer at Zebra Capital Management LLC.
He is responsible for the development, management and implementation of Zebra Capital’s business and strategies.
Mr. Holmgren was formerly President and CIO of Holmgren Capital Management, LLC, a global investment management and research firm specializing in bottom up quantitative investment models, from 2007 until 2011.
From 1999 through 2007, he was Chief Investment Officer and Chief Executive Officer of DSI International Management, a wholly owned subsidiary of UBS AG.
He was responsible for managing the investment programs for DSI and integrating DSI within the UBS business organization.
Mr. Holmgren was a UBS Managing Director and Regional Head where he sat on various UBS Global AM and O’Connor Investment, Risk and Management Committees.
He joined DSI International Management, an investment advisor focusing on global quantitative risk controlled and long/short equity products, as Chief Operating Officer in 1997 from DSC Data Services, a quantitative investment research firm he founded in 1988.
In 1987, he was one of the original founders of DSI International Management.
From 1988 to 1997, he was the founder and President of DSC Data Services, Inc., an independent, quantitative research firm.
Mr. Holmgren has a B.A. in Economics from Providence College.

John J. Holmgren active positions

Companies	Position	Start
Zebra Capital Management LLC Zebra Capital Management LLC Investment ManagersFinance Zebra Capital’s investment strategies are designed to identify mispriced securities through a proprietary methodology that analyzes a stock’s popularity.	President	2011-09-30

All active positions of John J. Holmgren

Former positions of John J. Holmgren

Companies	Position	End
DSI International Management, Inc. DSI International Management, Inc. Investment ManagersFinance DSI International Management employs an enhanced index strategy to invest in undervalued stocks that have improving fundamentals. A multi-factor model is used to rank each stock within the S&P 500 Index. The models composite score for each stock is then used to determine its weight in the portfolio relative to the stocks weight in the S&P 500 Index. The relative weight of each stock can vary up to a predetermined amount. The number of holdings in the portfolio will range from approximately 250 to 400 stocks. The portfolio is rebalanced, typically monthly, by reranking each stock in the S&P 500 Index using the multi-factor model. They may also use derivative contracts (including options and futures contracts) in strategies intended to simulate full investment in the strategy while retaining a cash balance for portfolio management purposes, to facilitate trading and reduce transaction costs.	Portfolio Manager-Equities	2007-08-30
UBS Asset Management (Americas) LLC UBS Asset Management (Americas) LLC Investment ManagersFinance UBS AM offers Equities, Fixed Income, Indexing, and Investment Solutions businesses. The firm provides active investment strategies to their clients and principally employs fundamental analysis in managing client accounts by attempting to identify discrepancies between current market prices and their estimate of fundamental value.	Corporate Officer/Principal	-
American Independence Financial Services LLC American Independence Financial Services LLC Investment ManagersFinance American Independence offers the following investment strategies through their SMA platform: Large-Cap Value, Risk Managed Allocation, and Macroeconomic Assessment of Risk (MAR) Tactical Strategies (Tactical Conservative, Tactical Moderate Growth, Tactical Growth and Tactical Aggressive Growth). American Independence launches and manages a variety of funds including the MAR Tactical Funds, the American Independence Stock Fund, the Laffer Dividend Growth Fund, the manage the Risk-Managed Allocation Fund, the Kansas Tax-Exempt Bond Fund, the American Independence International Alpha Strategies Fund, the US Inflation-Indexed Fund, the Boyd Watterson Core Plus Fund, and the Boyd Watterson Short-Term Enhanced Bond Fund.	Chief Investment Officer	-

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Private companies	5
UBS Asset Management (Americas) LLC UBS Asset Management (Americas) LLC Investment ManagersFinance UBS AM offers Equities, Fixed Income, Indexing, and Investment Solutions businesses. The firm provides active investment strategies to their clients and principally employs fundamental analysis in managing client accounts by attempting to identify discrepancies between current market prices and their estimate of fundamental value.	Finance
DSI International Management, Inc. DSI International Management, Inc. Investment ManagersFinance DSI International Management employs an enhanced index strategy to invest in undervalued stocks that have improving fundamentals. A multi-factor model is used to rank each stock within the S&P 500 Index. The models composite score for each stock is then used to determine its weight in the portfolio relative to the stocks weight in the S&P 500 Index. The relative weight of each stock can vary up to a predetermined amount. The number of holdings in the portfolio will range from approximately 250 to 400 stocks. The portfolio is rebalanced, typically monthly, by reranking each stock in the S&P 500 Index using the multi-factor model. They may also use derivative contracts (including options and futures contracts) in strategies intended to simulate full investment in the strategy while retaining a cash balance for portfolio management purposes, to facilitate trading and reduce transaction costs.	Finance
Zebra Capital Management LLC Zebra Capital Management LLC Investment ManagersFinance Zebra Capital’s investment strategies are designed to identify mispriced securities through a proprietary methodology that analyzes a stock’s popularity.	Finance
American Independence Financial Services LLC American Independence Financial Services LLC Investment ManagersFinance American Independence offers the following investment strategies through their SMA platform: Large-Cap Value, Risk Managed Allocation, and Macroeconomic Assessment of Risk (MAR) Tactical Strategies (Tactical Conservative, Tactical Moderate Growth, Tactical Growth and Tactical Aggressive Growth). American Independence launches and manages a variety of funds including the MAR Tactical Funds, the American Independence Stock Fund, the Laffer Dividend Growth Fund, the manage the Risk-Managed Allocation Fund, the Kansas Tax-Exempt Bond Fund, the American Independence International Alpha Strategies Fund, the US Inflation-Indexed Fund, the Boyd Watterson Core Plus Fund, and the Boyd Watterson Short-Term Enhanced Bond Fund.	Finance
Providence College Providence College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services