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
Greenwich, CT
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.
San Francisco, CA
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.
Chicago, IL
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