Buffett: “Never bet against America,” even during times of war, pandemic Mickey Kim / March 18, 2022 In late February, geopolitical tensions were at the boiling point as Russian president Vladimir Putin dispatched his army to the Ukrainian border for “military exercises” and put his fighter jets along [...]
Our Advice as Ukraine Crisis Becomes Reality As alluded to in our Q4-2021 Client Letter, after a calm and steady rise in 2021, stock market volatility has returned with a vengeance in 2022. Indeed, just when the coronavirus Omicron variant was rapidly fading into the rearview mirror and life was returning to normal, [...]
“Sudden-Death Aversion” leads to “suboptimal” choices by NFL coaches, investors Mickey Kim / February 18, 2022 On Jan. 16, 2016 the Green Bay Packers traveled to Arizona for a playoff game against the Cardinals (which had annihilated the Packers 38-8 three weeks prior). A 7-point underdog, the Packers [...]
IBJ Podcast: How to survive 2022's volatile stock market From IBJ's Podcast Announcement: There are few things more disturbing than watching your retirement savings evaporate over the course of a few weeks because the machine you trusted to build it up has decided to tear it down. The first month [...]
Investors, realize 2021 was a high-return, low-volatility “unicorn” Mickey Kim / January 21, 2022 In 2021, the S&P 500 had its 12th best annual performance since World War II (posting 70 new all-time highs along the way), but investors should expect more modest returns in 2022. To prevent [...]
2021 Market Recap, Last Minute Tax Considerations and a Dependable Forecast for 2022 - Podcast Associate Director of Client Service Zach Greiner and Senior Research Analyst Roger Lee, CFA, CPA sit down to look back on the markets in late 2021 and what this might tell us we could expect in 2022. [...]
Dear Clients: Kirr, Marbach client equity portfolios had excellent performance in 2021, both on an absolute and relative basis. Though we never focus on short-term performance, we’re very pleased with this outcome, particularly given “Value” underperformed “Growth” (yet again) and The Wall Street Journal reported some 85% of actively-managed funds were on [...]
Investors should resolve to “KISS” in 2022 Mickey Kim / December 24, 2021 Behavioral finance shows investors act more like the imperfectly irrational and illogical Homer Simpson than the perfectly rational and logical Mr. Spock. It’s human nature to believe complex solutions must be superior to the simpler [...]
Zillow’s crash reveals danger of algorithms, “gamification” of housing market Mickey Kim / November 26, 2021 Purchasing a home is likely the most important investment you’ll ever make. Unfortunately, as anyone trying to buy a house can confirm, the pandemic has turned what should be [...]
The Normalcy of Volatility and End-of-Year Tax Checklist - Podcast Associate Director of Client Service Zach Greiner is joined by Chief Investment Officer Mark Foster, CFA for the first half of our latest podcast to discuss inflation, Fed policy and why its important to remember that stocks are inherently volatile and long [...]
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Associate Director of Client Service |
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Current Board Member and Vice President of Sans Souci. Past president of Sans Souci and Columbus Young Professionals. Finance Mentor for Turning Point’s Dance Marathon. Leadership Bartholomew County – 2014 and Coalition for Collaborative Learning – 2015. Zach was previously a Credit Analyst and Commercial Lender for MainSource Bank and, most recently, Financial Advisor for Raymond James. Zach joined KM in 2018. |
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Associate Director of Client Service |
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Current member of Heritage Fund Bartholomew County Grants Committee and First Presbyterian Preschool Policy Board. Before joining KM in 2018, Maggie was a financial analyst at Cummins, Inc. |
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Roger Lee, CFA, CPA
Senior Research Analyst |
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Roger joined KM as a Senior Research Analyst in 2016. Prior to joining KM, he sharpened his research skills while on the investment teams of Pacific View Asset Management, the Artisan Partners Global Equity Fund, and Tradewinds Global Investors, a subsidiary of Nuveen Investments. He began his career in assurance services at Ernst & Young. Roger has been a licensed Certified Public Accountant in the State of New York since 2010. |
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Collin Foster, CFA
Research Analyst and Fixed Income Portfolio Manager |
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Collin joined KM as an Equity Analyst in 2015. Prior to joining KM, he worked as a credit analyst and credit manager at MainSource Bank. |
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Mickey Kim, CFA
Managing Partner, Chief Operating/Compliance Officer |
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Mickey was Senior Research Analyst at Driehaus Capital Management, a Chicago investment management firm, from 1982 to 1985. Mickey joined KM in 1986 and has been the firm’s Chief Operating Officer since 1996 and Chief Compliance Officer since 2004. |
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Mark D. Foster, CFA
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Managing Partner, Chief Investment Officer, Portfolio Manager |
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Mark was formerly associated with American Fletcher National Bank (now JP Morgan Chase, Indiana, NA) as a research analyst from 1980 to 1982 and with Merchants National Bank as a portfolio manager/research analyst from 1982 to 1984. From 1984 to 1987 he was associated with Merchants Investment Counseling Inc. as Director of Equity Strategy, directly responsible for managing approximately $200 million of equity assets. Mark joined KM in 1987 and has been the firm’s Chief Investment Officer since 1997. |
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Matt Kirr
Partner, Director of Client Service |
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Current Board Member of Heritage Fund Bartholomew County and Foundation for Youth. Past president of Foundation for Youth, the Day Nursery Foundation Board, and past vice-chairman of the Make-a-Wish Foundation of Indiana. Matt was previously a Vice President and Private Banker for Bank One, N.A. and, most recently, McDonald Financial Group. Matt joined KM in 2005. |
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Darrell H. “Kip” Wright, CFA
Partner, Portfolio Manager, Senior Research Analyst |
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Kip was a Trust Investment Manager for various banks in Iowa from 1982 through 1995, most recently with Brenton Bank, N.A., with responsibilities of overall strategy and equity selection. Kip joined KM in 1995 and is a portfolio manager and senior research analyst. |
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Colin King, CFA
Senior Research Analyst |
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Colin joined KM as an Equity Analyst in 2012. Prior to joining KM, he worked in assurance services with Ernst & Young and in business valuation with Blue & Co., both CPA firms. Colin has been a licensed Certified Public Accountant in the State of Indiana since 2012. |
