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2015 Q1 Client Letter

2015 Q1 Client Letter

Edward Balint2020-02-21T09:53:19-05:00

2015 Q1 Client LetterEdward Balint2020-02-21T09:53:19-05:00

Kirr, Marbach & Company, LLC
Call Us Today! 812.376.9444 | 800.808.9444
621 Washington Street, Columbus, Indiana 47201

FORM ADV-PART 2A (Brochure)
FORM ADV-PART 3 (CRS/Client Relationship Summary)

© Copyright** | All Rights Reserved

Kirr, Marbach & Company, LLC (“KM”) is an investment adviser registered with the United States Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940, as amended. Registration of an investment adviser with the SEC does not imply a certain level of skill or training. This web site is for informational purposes only and does not constitute a complete description of our investment services or performance. This web site is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states or countries where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this web site should be interpreted to state or imply that past results are an indication of future performance. Neither Kirr, Marbach & Company, LLC nor its information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY ‘LINKED’ WEB-SITE.

Associate Director of Client Service
– B.S. Finance, Indiana University, 2010

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.

	Associate Director of Client Service – B.S. Statistics, Purdue University, 2013
	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.

Roger Lee, CFA, CPA

Senior Research Analyst
– 8 Years Experience, 3 Year with Firm
– Chartered Financial Analyst since 2012
– B.S. Accounting, Binghamton University, 2008, Magna Cum Laude
– Certified Public Accountant—State of New York

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.

Collin Foster, CFA

Research Analyst and Fixed Income Portfolio Manager
– 4 Years Experience, 4 Years with Firm
– Chartered Financial Analyst since 2017
– B.S. Finance, Grove City College, 2012

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.

Mickey Kim, CFA

Managing Partner, Chief Operating/Compliance Officer
– 37 Years Experience, 33 Years with Firm
– Chartered Financial Analyst since 1985
– B.S. Accountancy, University of Illinois, 1980
– M.B.A. Finance, University of Chicago, 1982
– Passed Certified Public Accountant Examination, State of Illinois

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.

Mark D. Foster, CFA

View Profile

Managing Partner, Chief Investment Officer, Portfolio Manager
– 40 Years Experience, 32 Years with Firm
– Chartered Financial Analyst since 1985
– B.S. Finance, Ball State University, 1979
– Member, Indianapolis Society of Financial Analysts

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.

Matt Kirr

Partner, Director of Client Service
– B.A. English, DePauw University, 1991

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.

Darrell H. “Kip” Wright, CFA

Partner, Portfolio Manager, Senior Research Analyst
– 36 Years Experience, 23 Years with Firm
– Chartered Financial Analyst since 1987
– B.B.A. Finance, Iowa State University, 1982

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.

Colin King, CFA

Senior Research Analyst
– 6 Years Experience, 6 Year with Firm
– Chartered Financial Analyst since 2014
– B.S. Accounting, Indiana University, 2009
– M.S. Accounting, Indiana University, 2010
– Passed Certified Public Accountant Examination, State of Indiana

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.