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162.04
-1.50
-0.92%
07:00:00 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 382.44M
Kinetics Paradigm Instl
162.04
-1.50
-0.92%
- Overview
- Profile
- Historical Data
- Holdings
Kinetics Paradigm Fund Class Institutional Overview
On this page you'll find an in-depth profile of Kinetics Paradigm Fund Class Institutional. Learn about the key management, total assets, investment strategy and contact information of KNPYX among other information.
Investment Strategy
The investment seeks long-term growth of capital. The fund is a non-diversified fund that invests all of its investable assets in the Paradigm Portfolio, a series of Kinetics Portfolios Trust. The Paradigm Portfolio invests at least 65% of its net assets in common stocks, ETFs, convertible securities, warrants, and other equity securities having the characteristics of common stocks (such as American Depositary Receipts ("ADRs"), Global Depositary Receipts ("GDRs") and International Depositary Receipts ("IDRs")) of U.S. and foreign companies that the Investment Adviser believes are undervalued. The fund is non-diversified.
Contact Information
Address
615 E. Michigan Street
Milwaukee,WI 53202
United States
Milwaukee,WI 53202
United States
Phone
+1 8009303828
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Steven M. Bregman | President | 2016 | Now |
| Biography | Steven Bregman is the President of Horizon Kinetics Asset Management LLC. In 1994, he co-founded Horizon Asset Management LLC (“Horizon”) and currently serves as President and Director of Research for Horizon Kinetics LLC. In April 2019, Kinetics reorganized into Horizon and was renamed Horizon Kinetics Asset Management, LLC. | ||
| James Davolos | Chairman of Board | 2006 | Now |
| Biography | James Davolos joined Kinetics as an analyst in 2005, and became a Portfolio Manager of Kinetics in 2006, focusing on, among other things, emerging markets. In April 2019, Kinetics reorganized into Horizon and was renamed Horizon Kinetics Asset Management, LLC. | ||
| Murray Stahl | Senior Portfolio Manager | 1999 | Now |
| Biography | Mr. Stahl is a Portfolio Manager at Horizon and is Chief Executive Officer, Chairman of the Board and is a co-founder of Horizon Kinetics. Mr. Stahl serves as the Firm's Chief Investment Officer, and chairs the Firm's Investment Committee, which is responsible for portfolio management decisions across the entire firm. Previously, Murray spent 16 years at Bankers Trust Company (1978-1994) as a senior portfolio manager and research analyst. He was also a member of the Equity Strategy Group and the Investment Strategy Group, which established asset allocation guidelines for the Private Bank. Murray received a BA and MA from Brooklyn College and an MBA from Pace University. | ||
| Peter B. Doyle | Chief Investment Strategist | 1999 | Now |
| Biography | Peter B. Doyle is a Managing Director of Horizon Kinetics Asset Management LLC, the President of Kinetic Mutual Funds, Inc.. In 1994, he co-founded Horizon and in 1996, he co-founded Kinetics Asset Management LLC (“Kinetics”). From 1996 through 2011, Mr. Doyle was a dual employee of both Horizon and Kinetics. In April 2019, Kinetics reorganized into Horizon and was renamed Horizon Kinetics Asset Management, LLC. | ||
| Paul Mampilly | Senior Research Analyst, healthcare group Head | 2007 | 2011 |
| Biography | Mampilly provides substantial input on research, stock selection and portfolio composition. Mampilly joined the Investment Adviser in 2006 and has over fifteen years experience as an investment professional. From January 2002 through May 2003, he held employment with ING Funds as a senior research analyst and healthcare group head, responsible for managing a team of analysts covering healthcare related companies of all market capitalizations. | ||
| Steven Tuen | Research Analyst | 1999 | 2010 |
| Biography | Steven Tuen joined the Investment Adviser in 1999 as a research analyst. He joined Horizon in 1996, also as a research analyst, and between 1999 and 2011 was a dual employee of both the Investment Adviser and Horizon. Previously, Steven spent seven years with Bankers Trust Company as a Portfolio Manager in the Private Client Group, serving high net worth individual and trust accounts. He received a Bachelors of Business Administration from Baruch College – City University of New York. Steve is a CFA® charter holder and a member of the CFA Institute as well as the New York Society of Security Analysts. | ||
| Bruce P. Abel | Portfolio Manager | 1999 | 2010 |
| Biography | B. Paul Abel joined the Investment Adviser in 1999 as a Portfolio Manager, and currently serves in the same capacity for The Medical Portfolio. Prior to joining the firm, he was employed with Brookhaven National Laboratory since 1989 where he worked researching, developing and implementing technical and scientific programs and systems in the areas of nuclear physics and computer programming, and industrial design. He has over 10 years experience in the fields of science, chemistry, physics, and engineering. | ||
| Paul Berman | Portfolio Manager | 2008 | 2009 |
| Biography | Berman has been a financial and investment professional since 1983, He has been a portfolio manager at Horizon since July 2006. Previously, Berman served as managing member of Polestar Capital Management, LLC and portfolio manager for PoleStar Partners, L.P. from 2003 through 2006. From 1997 to 2002, he was a senior managing director for Bear, Stearns & Co., Inc. Berman holds the Chartered Financial Analyst desigination. | ||
| Tina Larsson | Portfolio Manager | 1999 | 2007 |
| Biography | Tina Larsson is the CIO of Pendo LLC, which she co-founded in 2007. Ms. Larsson began in 1996 as a research analyst at Horizon Asset Management, a RIA and provider of proprietary research. She has been published in multiple subscription-based investment research products, including The Spin-Off Report and The Contrarian Research Report. During her tenure as a Portfolio Manager and acting COO, this division grew from appx $75MM to appx $12 billion AUM. Ms. Larsson has a BBA and MBA from Pace University. | ||
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