Rob Leuty

Head-Fixed Income Invts bei

Dana Investment Advisors, Inc.

Finance

Consumer Services

Profil

Mr. Robert G.
Leuty, CFA MBA, is a Director of Fixed Income & Portfolio Manager at Dana Investment Advisors, Inc. He joined the firm in October 2002.
He is also an associate member of the Government Finance Officers Association.
Mr. Leuty was previously employed as a Portfolio Manager by Wells Fargo Bank NA and by Ziegler Capital Management LLC.
He graduated from the University of Wisconsin–Madison with a BBA in Accounting in 1988 and earned an MBA in Finance from the University of St. Thomas in 1994.
He is a CFA charterholder and a member of the CFA Institute and the CFA Society of Milwaukee.

Aktive Positionen von Rob Leuty

Unternehmen	Position	Beginn
Dana Investment Advisors, Inc. Dana Investment Advisors, Inc. Investment ManagersFinance Dana seeks repeatable and predictable results to most effectively grow wealth by implementing a uniform investment process to achieve consistent excess returns with lower risk. The firm actively manages a broad range of public US Equity, Fixed Income and blended strategies ranging from large to small-cap equity, socially responsible, taxable and tax-exempt fixed income strategies. The foundations of their investment process and risk-controlled portfolio construction are similar across asset classes and strategies. Their primary equity investment strategies are based on a relative value approach designed around a roughly equally weighted portfolio of securities exhibiting above average earnings growth at lower relative prices. Dana’s fixed income strategies place considerable importance on income securities that exhibit high credit quality, high current income, and sufficient overall cash flow.	Head-Fixed Income Invts	01.10.2002

Alle aktiven Positionen von Rob Leuty

Ehemalige bekannte Positionen von Rob Leuty

Unternehmen	Position	Ende
Ziegler Capital Management LLC (Old) Ziegler Capital Management LLC (Old) Investment ManagersFinance Ziegler Capital Management is a large-cap US growth investor. Their funds seek a total return from dividends and capital gains that, before deducting the operating expenses, exceed the total return of the benchmark indices. They invest in common stocks that approximately parallel the composition of the indexes but do not intend to replicate the indexes at all times. Ziegler may overweight particular sectors that they believe offer attractive growth potential. The firm relies heavily on Wall Street research. They will sell a stock when there is deterioration in fundamentals. Their research employs both quantitative and behavioral finance methods. Ziegler tends to invest in the stocks of mid-cap and large-cap companies in the electronic technology, technology services and health technology sectors. The firm maintains a low turnover rate.	Corporate Officer/Principal	-
Wells Fargo Bank NA Wells Fargo Bank NA Major BanksFinance Operates as a nationally chartered commercial bank	Portfolio Manager-Aktien	-

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Unternehmensverbindungen

Private Unternehmen	5
Wells Fargo Bank NA Wells Fargo Bank NA Major BanksFinance Operates as a nationally chartered commercial bank	Finance
Ziegler Capital Management LLC (Old) Ziegler Capital Management LLC (Old) Investment ManagersFinance Ziegler Capital Management is a large-cap US growth investor. Their funds seek a total return from dividends and capital gains that, before deducting the operating expenses, exceed the total return of the benchmark indices. They invest in common stocks that approximately parallel the composition of the indexes but do not intend to replicate the indexes at all times. Ziegler may overweight particular sectors that they believe offer attractive growth potential. The firm relies heavily on Wall Street research. They will sell a stock when there is deterioration in fundamentals. Their research employs both quantitative and behavioral finance methods. Ziegler tends to invest in the stocks of mid-cap and large-cap companies in the electronic technology, technology services and health technology sectors. The firm maintains a low turnover rate.	Finance
Dana Investment Advisors, Inc. Dana Investment Advisors, Inc. Investment ManagersFinance Dana seeks repeatable and predictable results to most effectively grow wealth by implementing a uniform investment process to achieve consistent excess returns with lower risk. The firm actively manages a broad range of public US Equity, Fixed Income and blended strategies ranging from large to small-cap equity, socially responsible, taxable and tax-exempt fixed income strategies. The foundations of their investment process and risk-controlled portfolio construction are similar across asset classes and strategies. Their primary equity investment strategies are based on a relative value approach designed around a roughly equally weighted portfolio of securities exhibiting above average earnings growth at lower relative prices. Dana’s fixed income strategies place considerable importance on income securities that exhibit high credit quality, high current income, and sufficient overall cash flow.	Finance
University of Wisconsin University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of St. Thomas University of St. Thomas Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services