Manager Vice President

David Hunter, CFA

Chief Market Strategist at KCCI,Ltd

*********@*****.***

Summary

Investment professional with 25 years of investment management experience and 13 years as a sell-side

strategist with strong expertise in macroeconomic analysis and portfolio management. My strong macro

capabilities combined with a contrarian philosophy have allowed me to forecast economic cycles and spot

market trends well ahead of the consensus. Intellectually honest, independent thinker comfortable with charting

a course apart from the crowd. Accomplished stock picker and value-oriented portfolio manager.

Experience

Chief Market Strategist at KCCI,Ltd

June 2000 - December 2013 (13 years 7 months)

Provide forecasts and input to institutional investment clients regarding the economy, equity and bond

markets, currency markets, precious metals and commodities. Publish a market letter called the Contrarian

Value Advisor that comes out twice a quarter. Strong macro skills and contrarian philosophy along with my

vast value manager experience allow me to spot trends and successfully call cycle turns correctly and well

ahead of the consensus.

Principal at Contrarian Value Advisors

January 1996 - December 1999 (4 years)

Start-up investment management firm catering to high net worth individuals.

Senior Vice President and Chief Investment Officer at Schaenen Wood & Associates

July 1993 - May 1995 (1 year 11 months)

Number two executive in $1 billion firm. Oversaw portfolio management, research and trading operations.

Developed and implemented company-wide investment controls and procedures. Set investment strategy and

headed up stock selection process. Chairman of Investment Policy Committee. Made investment

presentations to clients and wrap-fee brokers. Authored quarterly investment letter to clients.

Vice President and Head of Active Equities at ITT Hartford Insurance Group

April 1989 - July 1992 (3 years 4 months)

Established and managed Active Equity Department. Correctly determined that the capital goods stocks were

at historic (sixty year) undervaluation relative to consumer stocks and positioned the portfolio by heavily

over-weighting the technology/capital goods sector at the beginning of the technology bull market of the

nineties. Worked with other investment heads to set asset allocation. Made quarterly presentations to Board of

Directors.

Senior Vice President and Portfolio Manager at Fidelity Investments

October 1986 - April 1989 (2 years 7 months)

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Managed the U.S. portfolios for several prominent U.K., Australian and Japanese corporate pension clients.

Shared responsibility for global investment strategy within Fidelity International. Made timely contrarian

recommendation in 1988/89 that we aggressively shift to underweight of Japanese equities and overweight of

U.S. equities just prior to the peak of Japanese market and a big upward reversal in the U.S. markets.

Established big positions in several U.S. investment banks when they were out of favor and selling at book

value.

Senior Vice President and Investment Manager at Textron Investment Management Company

December 1981 - September 1986 (4 years 10 months)

Sole responsibility for Textron's equity pension assets including setting equity strategy, portfolio

construction, stock selection and trading. Built equity assets from 10% of overall assets to 50% of assets.

Delivered top percentile performance throughout my five-year tenure. Outperformed the S&P by an average

700 basis points per year. Correctly forecast the market bottom in 1982 and recommended an aggressive

increase in the allocation to equities. Among the first on Wall Street to identify disinflation as an emerging

trend in 1982 and to single out the consumer growth stocks as primary beneficiaries of this new trend while

consensus was still focused on the peaking inflation-hedge stocks. Skillfully brought along a skeptical senior

management that was biased against equities, showing them that it was possible to deliver superior returns

with below average risk through careful security selection and proper portfolio construction.

Assistant Vice President and Trust Officer at Colonial Bank of Connecticut

October 1977 - December 1981 (4 years 3 months)

Managed trust portfolios for high net worth individuals and families as well as several pension accounts.

Managed two co-mingled common trust funds. Research responsibilities for several industries and generated

many successful stock recommendations for the department.

Investment Officer at Northern Indiana Bank and Trust Company

June 1973 - September 1977 (4 years 4 months)

First job out of college. Shared responsibilities for managing both the bank's portfolio and trust accounts. Sat

on the Asset Liability Committee and participated in rate forecasting and decisions regarding asset and

liability mix. I was fortunate to have learned under the tutelage of a forward-thinking, customer-focused

investment professional and to have had the exposure to both managing the bank's portfolio (bonds) and trust

portfolios (equities). The duel responsibilities provided a unique experience and played an important role in

the development of my strong macro capabilities.

Skills & Expertise

Equities

Global Macro

Investment Strategies

Commodities

Technical Analysis

Asset Management

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Bonds

Capital Markets

Industry Analysis

Portfolio Management

Investments

Equity Trading

Strategy

Alternative Investments

Investment Banking

Trading

Competitive Analysis

Investment Management

Commodity

Foreign Exchange

Macroeconomics

Education

DePaul University

MBA, Finance, 1974 - 1977

Valparaiso University

BS, Finance, 1969 - 1973

Activities and Societies: Sigma Phi Epsilon, Alpha Phi Omega

NASD Series 2,7 16, 24, 63, 65 Licenses

Interests

investments, economics, history, UConn basketball, Boston Red Sox, New England Patriots

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David Hunter, CFA

Chief Market Strategist at KCCI,Ltd

*********@*****.***

Contact David on LinkedIn

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