Mark Spencer Madsen
Analyst-Equity bei Grandeur Peak Global Advisors LLC
Profil
Mr. Mark S.
Madsen, CFA, is a Portfolio Manager & Senior Research Analyst at Grandeur Peak Global Advisors LLC.
He is also a Senior Research Analyst with a specialty focus on the Industrials, Energy & Materials sectors globally.
Mr. Madsen joined Grandeur Peak in 2016 following four years as a Senior Equity Analyst in a family office.
He has been a Research Analyst since 2004, when he began his career at Wasatch Advisors.
Mr. Madsen began as a Junior Analyst and was later promoted to a Senior Research Analyst.
He developed an expertise in the energy, industrials and financial sectors.
After four years, he left Wasatch to found Red Desert Capital in Las Vegas, NV.
As Founder and Portfolio Manager, Mr. Madsen successfully launched a concentrated portfolio based on a bottom-up fundamental value investment strategy.
He was later recruited by a client to manage a family office in St. George, Utah.
He developed an all-cap equity portfolio, managed an income portfolio and was responsible for raking and evaluating third-party managed accounts.
Mr. Madsen graduated from Brigham Young University with a BS and Masters in Accounting.
He holds the CFA designation.
Aktive Positionen von Mark Spencer Madsen
Unternehmen | Position | Beginn |
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Grandeur Peak Global Advisors LLC
Grandeur Peak Global Advisors LLC Investment ManagersFinance Grandeur Peak Global Advisors LLC (Grandeur Peak) is an independent, SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded in 2011 by Robert Gardiner, Blake Walker and Eric Huefner. Grandeur Peak provides investment management services to registered investment companies (the Grandeur Peak Funds), private pooled investment vehicles (the Grandeur Peak LPs), and accredited investors (the Grandeur Peak SMAs). Investors within these investment vehicles include individuals, trusts, financial advisers, corporations, charitable institutions, foundations, endowments, municipalities, registered investment companies, private investment funds, and other entities. | Analyst-Equity | 01.01.2016 |
Ehemalige bekannte Positionen von Mark Spencer Madsen
Unternehmen | Position | Ende |
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Wasatch Advisors, Inc.
Wasatch Advisors, Inc. Investment ManagersFinance Wasatch Advisors, Inc. (Wasatch) is an independent registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Samuel Stewart and David Wagstaff in 1975. Wasatch provides discretionary investment advice for a variety of clients, which includes mutual funds, collective trusts, separately managed accounts and sub-advised products. | Analyst-Equity | 30.06.2009 |
Ausbildung von Mark Spencer Madsen
Brigham Young University | Graduate Degree |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
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Private Unternehmen | 2 |
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Wasatch Advisors, Inc.
Wasatch Advisors, Inc. Investment ManagersFinance Wasatch Advisors, Inc. (Wasatch) is an independent registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Samuel Stewart and David Wagstaff in 1975. Wasatch provides discretionary investment advice for a variety of clients, which includes mutual funds, collective trusts, separately managed accounts and sub-advised products. | Finance |
Grandeur Peak Global Advisors LLC
Grandeur Peak Global Advisors LLC Investment ManagersFinance Grandeur Peak Global Advisors LLC (Grandeur Peak) is an independent, SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded in 2011 by Robert Gardiner, Blake Walker and Eric Huefner. Grandeur Peak provides investment management services to registered investment companies (the Grandeur Peak Funds), private pooled investment vehicles (the Grandeur Peak LPs), and accredited investors (the Grandeur Peak SMAs). Investors within these investment vehicles include individuals, trusts, financial advisers, corporations, charitable institutions, foundations, endowments, municipalities, registered investment companies, private investment funds, and other entities. | Finance |