Dear Clients: While 2020 was the most challenging year we’ve endured, on a number of levels, our investment performance finished the year on a high note. For the quarter ending December 31, 2020, performance was exceptionally strong, both on an absolute basis and relative to the S&P 500 Index. In fact, performance [...]
Five Takeaways from 2020 - Podcast In our latest podcast, Associate Director of Client Service Zach Greiner and Chief Investment Officer Mark Foster, CFA look back on this strange and difficult year and examine the time-tested investing principles that applied. Zach and Mark also discuss expectations for 2021 and some of the [...]
Plan ahead so chaos, conflict and cost aren’t part of your legacy Mickey Kim / December 18, 2020 One of the many “life lessons” the pandemic has reinforced is the end-of-life (or becoming incapacitated from injury or illness) can come at any time, a topic nobody wants to [...]
This Thanksgiving, give back by investing in a K-12 classroom project Mickey Kim / November 20, 2020 Being a public schoolteacher in the richest country on the planet is a daily struggle, even in non-pandemic times. It’s widely acknowledged there’s no profession more important to our society than [...]
“Rich” is different than “Wealthy” and time is key to success Mickey Kim / October 23, 2020 In nine-plus years writing this column, I’ve been fortunate to become familiar with the writing of a small number of investment professionals who are “in the trenches” every day and are able to convey [...]
The Uneven Recovery and What Lies Ahead - Podcast Associate Director of Client Service Zach Greiner is joined by Chief Investment Officer Mark Foster, CFA and Senior Research Analyst Roger Lee, CFA to discuss the K-shaped economic and stock market recovery as well as how recent Fed commentary affects stocks. Zach, Mark [...]
Dear Clients: The good news is, as of September 30, 2020, client equity portfolios had their strongest two-quarter performance since the third and fourth quarters of 2010. The bad news is “Value” continued to lag “Growth” significantly in the third quarter of 2020, an all too familiar refrain. However, we’ve completed implementation [...]
COVID-era “K-Train” heads in different directions for haves, have-nots Mickey Kim / September 25, 2020 Who can ever forget the Muppets’ “Alphabet Song” on Sesame Street? “B” is for Bert. “C” is for Cookie Monster. Certainly not Wall Street pundits, who debated which letter would best describe the path [...]
Don't Let Partisan Storm Crash Your Portfolio Mickey Kim / July 31, 2020 I never make predictions, particularly in writing, but it’s a sure bet the vitriol and partisan political assault we’re going to be subjected to over the next 100 days will make 2016 seem like an ice [...]
Weathering the Storm - Podcast Chief Investment Officer Mark Foster, CFA and Associate Director of Client Service Zach Greiner discuss the impact of the COVID-19 pandemic on the financial markets and economy, how Kirr, Marbach put its portfolio holdings under the microscope to determine if they could weather the storm and the opportunity [...]
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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. |
