GARY D. HAUBOLD, CFA

Malvern, PA ***** 484-***-**** acxm9z@r.postjobfree.com www.linkedin.com/in/garyhaubold

Senior Portfolio Manager Portfolio Manager

Generating highly consistent outperformance despite economic volatility using innovative investment strategies

Senior Portfolio Manager with extensive success delivering systematic alpha over multiple market cycles. Offer deep understanding of capital markets and servicing clients’ investment needs. Repeatedly outperformed benchmarks in small, mid and large cap equities. Career honors include twice named to Money Magazine’s Top 100 Best Mutual Funds and frequent rankings in top 10% of Lipper Universe. Created substantial asset inflows and exceptionally talented at articulating investment strategy to clients.

Asset Allocation

Mutual Funds

Investment Strategy

Quantitative Analysis

FactSet guru

Client Relations

Hedge Funds

Portfolio Management

Fundamental Analysis

Technical Analysis

Asset Growth

Risk Management

Professional Experience

FourScore Income Partners, LP Conshohocken, PA 2013 to 2016

Start-up equity income fund focused on producing tax advantaged income in low interest rate environment.

Senior Portfolio Manager

Designed and founded income equity product focusing on high-net worth individuals; leveraged sophisticated investment strategies encompassing MLPs, REITs, high-yield stocks, closed end funds and covered calls.

Generated positive capital returns plus significant tax advantaged income with minimal risk; returned 7.8% annualized through June 2015 vs 9.8% for S&P 500 with significantly less principal volatility.

Produced tax advantaged annual yield of 6% with additional 1% income premium from covered calls.

Chief Cornerstone Capital, LLC Fort Washington, PA 2010 to 2013

Traditional long-short equity hedge fund with approximately $10M in assets under management.

Hedge Fund Portfolio Manager

Orchestrated all client reporting, client communications, data reports and designed initial marketing materials while managing 33% of total assets within fund.

Gartmore Global Investments W. Conshohocken, PA 2003 to 2008

Investment arm of Nationwide Insurance and mutual fund and investment firm with peak AUM of $10B; acquired by Aberdeen Asset Management in 2007.

Senior Portfolio Manager, Small, Mid, and Large Cap Core & Value Products

Initially hired to launch small cap and mid cap value and core product lines as part of 3-person team accountable for total assets of $65M. Promoted to Nationwide Fund team, piloting large cap Value sleeve representing 35% of fund’s total $1.8B in assets, eventually being named Head Manager of Nationwide Fund encompassing Growth and Value sleeves based on strong performance and turning around key client relationship with Nationwide Insurance.

Produced annualized returns from 2004 through 2008 of 8.9% (Value Sleeve) and 5.3% (Growth Sleeve) versus S&P performance of 4.1%.

Played major role in growing Gartmore Small Cap fund from initial base of $60M to $2B in assets over 3 years and winning Lipper Award as top performing fund in Lipper Small Cap Core universe.

Served as Manager for Nationwide Leaders Fund, with outstanding results and nearly $30M in assets.

Delivered exemplary investment returns across small cap value, mid cap value, large cap value, large cap growth, and large cap core products.

Instrumental in rapid performance turnaround of Nationwide Fund, salvaging vital client relationship from crisis.

Edge Capital Management Paoli, PA 2000 to 2003

$10M equity hedge fund.

Senior Portfolio Manager

Built long-short equity hedge fund from ground up, producing strong returns in 2000. Established all aspects of fund including accounting, trade settlement, investment strategy, and client reporting.

Grew fund from $1M to $10M at peak assets under management.

PBHG Value Investors Wayne, PA 1997 to 1999

Value subsidiary of predominantly Growth equity investment management firm with $6B to $15B in assets.

Senior Portfolio Manager Value Investors Chief Investment Officer

Recruited to firm to launch small cap value and mid cap value business. Leveraged innovative investment strategies and concepts to deliver substantial asset growth and strong returns.

Led dramatic turnaround of struggling large cap value fund and outperformed S&P 500 by 2% in 1998 and eventually ranked in top 10% of Lipper Universe.

Delivered 18.2% annualized return for Small Cap Value Fund versus Russell 2000 index at 13.9%; fund outperformed benchmarks 6 of 9 quarters and earned listing in “100 Best Mutual Funds in U.S.” by Money Magazine on 2 occasions.

Achieved 28.2% annualized return for Mid Cap Value Fund, outpacing S&P 400 Mid Cap index by 9.3%, exceeding benchmarks 8 of 9 quarters.

Attained 48.9% return for Large Cap Value Fund for 18 moths versus S&P 500 at 44.5%.

Early Professional Experience

Senior Portfolio Manager Miller, Anderson & Sherrerd W. Conshohocken, PA

Grew small cap value assets from $140M to $1.1B over 3 years.

SVP, Portfolio Manager, & Head of Equity Research Wood, Struthers & Winthrop New York, NY

Managed $60M in small cap value and $50M in large cap core mutual funds.

Education & Professional Development

UNIVERSITY OF PENNSYLVANIA, WHARTON SCHOOL OF BUSINESS – Philadelphia, PA

Master of Business Administration, Finance

RICE UNIVERSITY – Houston, TX

Bachelor of Science, Civil & Structural Engineering

Chartered Financial Analyst

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