Eugene Fox, III
Summary
Co-Founder and Managing Partner at Cardinal Capital Management LLC, adept in analytical and critical thinking, and skilled in leadership and people development. Spearheaded a firm to $5.4 billion AUM, showcasing a 30-year record of top-quartile performance.
Overview
37
37
years of professional experience
1
1
Certification
Work History
Co-Founder and Managing Partner
Cardinal Capital Managment LLC
04.1995 - Current
- Built successful small cap value asset management firm with long-tenured team of investment professionals and highly regarded institutional client base.
- 30 year record of strong risk adjusted performance using differentiated fundamental research and private equity style cash flow analysis.
- Strong relationships with management teams who regularly added value by providing business and communication insights from a shareholder's perspective.
Investment Analyst
D.S. Kennedy & Co.
07.1991 - 01.1993
- Performed in-depth fundamental research of equity and debt securities of U.S. and international companies for highly regarded investment advisor managing $350M in assets for institutional clients with twelve year annualized return of 25%.
- Job was to find misunderstood investments through identifying securities which are out of favor for reasons unrelated to the long term value of the enterprise.
- Activities included financial statement analysis, discussions with managements, competitors and suppliers and reviews of industry information with experts.
- Recommended stocks in the portfolio returned over 35%.
Pension Investments Director
FMC Corp.
09.1987 - 06.1991
- Oversaw all FMC pension plans globally. Supervised $550M in US pension assets which included asset allocation, manager selection, performance monitoring.
- Plans performed in top quartile, top 1% long-term cited in Warren Buffett's "Super Investors of Graham and Doddsville" Columbia Business School article.
- Personally managed $30M equity portfolio with returns in the top quartile using value oriented GARP approach.
- Negotiated annuity purchase for $950M pension reversion, second largest in U.S. history including interest rates hedges
Education
MBA - Finance, Accounting And Statistics
University of Chicago
Chicago, IL06.1984
Bachelor of Arts - Economics
University of Virginia
Charlottesville, VA05.1980
Skills
- Client Relations
- Leadership and People Development
- Relationship and Team Building
- Strategic Visioning
- Adaptable and Flexible
- Analytical and Critical Thinker
Accomplishments
- Built successful asset management business with top quartile record over 30 years
Certification
Series 7 and 63
Timeline
Co-Founder and Managing Partner
Cardinal Capital Managment LLC
04.1995 - Current
Investment Analyst
D.S. Kennedy & Co.
07.1991 - 01.1993
Pension Investments Director
FMC Corp.
09.1987 - 06.1991
MBA - Finance, Accounting And Statistics
University of Chicago
Bachelor of Arts - Economics
University of Virginia
Similar Profiles
Jose Alfredo MolinaJose Alfredo Molina
Co-Founder & CIO at Kaab Capital Managment, LLCCo-Founder & CIO at Kaab Capital Managment, LLC
Maddy PavleMaddy Pavle
Investor Relations at Capital Event ManagmentInvestor Relations at Capital Event Managment
Frank McCleneghenFrank McCleneghen
Finace Intern at 3S Capital ManagmentFinace Intern at 3S Capital Managment