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Profile
Ms. Karen J.
Alexander, CFA, is a Research Analyst at Institutional Capital LLC.
She joined ICAP in 2012 & has 7 years of industry experience.
She is a member of ICAP’s Investment Team and specializes in the analysis and stock recommendations for the Technology sector.
Ms. Alexander as an Investment Banking Analyst with Citigroup.
Ms. Alexander received her BBA degree from the University of Wisconsin and an MBA degree from The Wharton School of the University of Pennsylvania.
Former positions of Karen Jo Alexander
| Companies | Position | End |
|---|---|---|
| CITIGROUP INC. | Corporate Officer/Principal | - |
Institutional Capital LLC
 Institutional Capital LLC Investment ManagersFinance Institutional Capital (ICAP) employs a value-driven investment process that seeks underpriced large-cap securities that have a clear catalyst for significant price appreciation within a definable time horizon. The firm focuses on exploiting market inefficiencies by combining their valuation discipline with dynamic catalyst identification through independent, global fundamental research. ICAP's analysts develop a target price based on fundamental research. They concentrate on stocks that are undervalued by at least 15% and avoid stocks with the most negative earnings revisions. ICAP seeks to identify catalysts they believe will be the driving force in increasing the stock's price within a 12-18 month timeframe. They strive to control risk on a bottom-up, stock-by-stock basis. | Analyst-Equity | - |
Training of Karen Jo Alexander
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
96
1st degree connections
4
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Institutional Capital LLC
Institutional Capital LLC Investment ManagersFinance Institutional Capital (ICAP) employs a value-driven investment process that seeks underpriced large-cap securities that have a clear catalyst for significant price appreciation within a definable time horizon. The firm focuses on exploiting market inefficiencies by combining their valuation discipline with dynamic catalyst identification through independent, global fundamental research. ICAP's analysts develop a target price based on fundamental research. They concentrate on stocks that are undervalued by at least 15% and avoid stocks with the most negative earnings revisions. ICAP seeks to identify catalysts they believe will be the driving force in increasing the stock's price within a 12-18 month timeframe. They strive to control risk on a bottom-up, stock-by-stock basis. | Finance |
Citigroup, Inc.
 Citigroup, Inc. Major BanksFinance Provides retail, investment, commercial banking, brand cards, securities sale & exchanges services | Finance |
University of Wisconsin
 University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Wharton School of the University of Pennsylvania
 The Wharton School of the University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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- Karen Jo Alexander
