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Ken Applegate
Portfolio Manager-Equities at Wasatch Advisors, Inc.
Ken Applegate active positions
Companies | Position | Start | End |
---|---|---|---|
Wasatch Advisors, Inc.
![]() Wasatch Advisors, Inc. Investment ManagersFinance Wasatch Advisor Holdings LP (Wasatch) is a SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Samuel Stewart and David Wagstaff in 1975. They are a subsidiary of Wasatch Advisor Holdings LP, owned by WA Holdings, Inc. Wasatch provides discretionary investment advice for a variety of clients, which includes mutual funds, collective trusts, separately managed accounts and sub-advised products. | Portfolio Manager-Equities | 2015-12-31 | - |
Analyst-Equity | 2014-04-30 | 2015-12-31 |
Career history of Ken Applegate
Former positions of Ken Applegate
Companies | Position | Start | End |
---|---|---|---|
Pacific View Asset Management LLC
![]() Pacific View Asset Management LLC Investment ManagersFinance Founded in 2012, Pacific View Asset Management LLC is a wealth management firm and registered investment advisor located in San Francisco, California. The firm's managing member is Condor Trading LP, also Condor Trading is also the parent entity and majority owner of BTIG LLC, a U.S. registered broker-dealer, which is the parent entity several of Pacific View's affiliated broker-dealers. Pacific View provides discretionary for institutional and high net worth clients, although they may, from time to time, provide continuous portfolio management services on a non-discretionary basis. | Chief Investment Officer | 2012-06-30 | 2014-03-31 |
Founder | 2012-06-30 | 2014-03-31 | |
Portfolio Manager-Equities | 2012-06-30 | 2014-03-31 | |
Harlingwood Capital Management
![]() Harlingwood Capital Management Investment ManagersFinance Founded in 1998, Harlingwood Capital Management, formerly CapitalWorks Investment Partners LLC, is a hedge fund manager located in San Diego, California. They are a subsidiary of Berkeley Capital Management LLC | Analyst-Equity | 1999-12-31 | 2007-09-29 |
Portfolio Manager-Equities | 1999-12-31 | 2007-09-29 | |
Allianz Global Investors U.S. LLC
![]() Allianz Global Investors U.S. LLC Investment ManagersFinance Allianz Global Investors U.S. LLC (AllianzGI US) is an investment advisory firm headquartered in New York City. The firm was founded in 2001 as Allianz Global Investors Capital LLC. In 2022, Voya Investment Management Co. LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), acquired the firm from Allianz SE (ETR: ALV). AllianzGI US provides portfolio management services to a variety of individual and institutional clients as well as certain Wrap Fee Programs. | Corporate Officer/Principal | 2001-01-01 | 2001-01-01 |
RCM Capital Management LLC
![]() RCM Capital Management LLC Investment ManagersFinance Founded in 1970 by Claude Rosenberg, RCM Capital Management LLC, formerly Rosenberg Capital Management, RCM Capital Management LLC is a registered investment advisor headquartered in San Francisco with additional offices in London, Frankfurt, Hong Kong, Tokyo and Sydney. The firm was also previously known as Dresdner RCM Global Investors. RCM is a division of RCM U.S. Holdings LLC and their ultimate parent is Allianz SE. RCM manages portfolios for individuals and institutions. They also manage the Allianz/Dresdner family of mutual funds. The firm provides investment management services to clients around the world including: pension funds, blue chip multinational companies, investment trusts, governments, insurance companies and charitable foundations. | Analyst-Equity | 1995-12-31 | 1999-12-30 |
Portfolio Manager-Equities | 1995-12-31 | 1999-12-30 | |
Fisher Funds Management Ltd.
![]() Fisher Funds Management Ltd. Investment ManagersFinance Fisher Funds Management Ltd. (Fisher Funds) is an independent specialist investment management firm headquartered in Auckland, New Zealand. The firm was founded by Carmel Fisher in 1998. Fisher Funds manages investment funds and savings accounts for a range of investors that includes community trusts, schools, charities, KiwiSaver schemes, corporate pension schemes and individuals. | Portfolio Manager-Equities | 2007-08-31 | - |
Training of Ken Applegate
Waikato University | Undergraduate Degree |
Statistics
International
United States | 6 |
New Zealand | 3 |
Operational
Portfolio Manager-Equities | 5 |
Analyst-Equity | 3 |
Undergraduate Degree | 1 |
Sectoral
Finance | 7 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 6 |
---|---|
Harlingwood Capital Management
![]() Harlingwood Capital Management Investment ManagersFinance Founded in 1998, Harlingwood Capital Management, formerly CapitalWorks Investment Partners LLC, is a hedge fund manager located in San Diego, California. They are a subsidiary of Berkeley Capital Management LLC | Finance |
RCM Capital Management LLC
![]() RCM Capital Management LLC Investment ManagersFinance Founded in 1970 by Claude Rosenberg, RCM Capital Management LLC, formerly Rosenberg Capital Management, RCM Capital Management LLC is a registered investment advisor headquartered in San Francisco with additional offices in London, Frankfurt, Hong Kong, Tokyo and Sydney. The firm was also previously known as Dresdner RCM Global Investors. RCM is a division of RCM U.S. Holdings LLC and their ultimate parent is Allianz SE. RCM manages portfolios for individuals and institutions. They also manage the Allianz/Dresdner family of mutual funds. The firm provides investment management services to clients around the world including: pension funds, blue chip multinational companies, investment trusts, governments, insurance companies and charitable foundations. | Finance |
Fisher Funds Management Ltd.
![]() Fisher Funds Management Ltd. Investment ManagersFinance Fisher Funds Management Ltd. (Fisher Funds) is an independent specialist investment management firm headquartered in Auckland, New Zealand. The firm was founded by Carmel Fisher in 1998. Fisher Funds manages investment funds and savings accounts for a range of investors that includes community trusts, schools, charities, KiwiSaver schemes, corporate pension schemes and individuals. | Finance |
Pacific View Asset Management LLC
![]() Pacific View Asset Management LLC Investment ManagersFinance Founded in 2012, Pacific View Asset Management LLC is a wealth management firm and registered investment advisor located in San Francisco, California. The firm's managing member is Condor Trading LP, also Condor Trading is also the parent entity and majority owner of BTIG LLC, a U.S. registered broker-dealer, which is the parent entity several of Pacific View's affiliated broker-dealers. Pacific View provides discretionary for institutional and high net worth clients, although they may, from time to time, provide continuous portfolio management services on a non-discretionary basis. | Finance |
Allianz Global Investors U.S. LLC
![]() Allianz Global Investors U.S. LLC Investment ManagersFinance Allianz Global Investors U.S. LLC (AllianzGI US) is an investment advisory firm headquartered in New York City. The firm was founded in 2001 as Allianz Global Investors Capital LLC. In 2022, Voya Investment Management Co. LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), acquired the firm from Allianz SE (ETR: ALV). AllianzGI US provides portfolio management services to a variety of individual and institutional clients as well as certain Wrap Fee Programs. | Finance |
Wasatch Advisors, Inc.
![]() Wasatch Advisors, Inc. Investment ManagersFinance Wasatch Advisor Holdings LP (Wasatch) is a SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Samuel Stewart and David Wagstaff in 1975. They are a subsidiary of Wasatch Advisor Holdings LP, owned by WA Holdings, Inc. Wasatch provides discretionary investment advice for a variety of clients, which includes mutual funds, collective trusts, separately managed accounts and sub-advised products. | Finance |
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