Kathryn A. Vorisek
About Kathryn A. Vorisek
Kathryn A. Vorisek - Senior Managing Director
Kathryn A. Vorisek holds the position of Senior Managing Director and Head of Equity Management. She is also a Portfolio Manager specializing in Equity Management. In her leadership role, she fosters an inclusive team and has a track record of consistently outperforming the market. Her strategic approach emphasizes quality investments, attractive returns on capital, strong financial flexibility, and experienced management teams.
Investment Strategies of Kathryn A. Vorisek
Kathryn A. Vorisek employs a unique combination of bottom-up and top-down strategies in small-cap investing. Her approach includes disciplined buy and sell disciplines and active portfolio risk management. By investing in strategies alongside clients, she aligns her success with theirs. Additionally, she incorporates macroeconomic analysis into her investment strategies, an uncommon practice among small-cap investors, which helps in managing risk and diversifying portfolios.
Risk Management and Capital Preservation
Kathryn A. Vorisek is committed to managing risk through disciplined buy and sell disciplines and active portfolio risk management. Her strategies aim to preserve capital, particularly in down markets. This makes her approach particularly suitable for investors with annual spending requirements or those who depend on regular retirement benefit payments.
Focus on Financial Flexibility and Proven Management
Kathryn A. Vorisek emphasizes strong financial flexibility and proven management teams in her investment decisions. This approach contributes to the diversification of portfolios and effective risk management. Her focus on quality and attractive returns on capital ensures that the investments she manages are robust and capable of performing well in varying market conditions.
Client Alignment in Investment Strategies
Kathryn A. Vorisek invests in strategies alongside her clients, ensuring that her success is directly aligned with theirs. This alignment reinforces her commitment to achieving the best possible outcomes for her clients. By focusing on quality returns and consistent market performance, she maintains a strong alignment of interests between her and her clients.