Mark Coe

Fondatore presso

Intrinsic Edge Capital Management LLC

Finance

Consumer Services

Profilo

Mr. Mark D.
Coe, CFA MBA, is a Founder & Chief Investment Officer at Intrinsic Edge Capital Management LLC.
Mr. Coe began his investment career in 1987 as an Analyst at Gofen and Glossberg, Inc. and later established Kent Associates within Paine Webber.
In 1999, he formed Coe Capital Management, an investment management and advisory services firm.
He earned a BS in Accounting from University of Illinois – Urbana Champaign.
He also holds a Masters of Management in Finance and Economics from Northwestern University’s J.L.
Kellogg Graduate School of Business.

Posizioni attive di Mark Coe

Società	Posizione	Inizio
Intrinsic Edge Capital Management LLC Intrinsic Edge Capital Management LLC Investment ManagersFinance IECM’s Intrinsic Edge Funds seeks to achieve capital appreciation through investments in securities, financial instruments traded in organized domestic and international securities markets (including over-the-counter markets) and other assets. The firm employs a fundamentally driven investment approach that focuses on both near-term and long-term economic prospects of the target companies. They typically conduct a bottom-up analysis of the business strategy, financial condition and industry position of an issuer to arrive at what they believe to be the security’s value.	Fondatore	01/01/2016

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Precedenti posizioni note di Mark Coe

Società	Posizione	Fine
Coe Capital Management LLC Coe Capital Management LLC Investment ManagersFinance CCM offers a boutique approach where they tailor their recommendations to each individual client using allocations of their internally constructed asset class investment strategies. Specific models for each investment strategy are designed for different risk tolerances and implemented specifically to meet each client’s needs. The firm uses fundamental, bottom-up analysis to evaluate each security on its own merits.	Amministratore Delegato	31/10/2016
Painewebber Group, Inc. Painewebber Group, Inc. Investment Banks/BrokersFinance Provides services in connection with the purchase and sale of securities, and option contracts	Corporate Officer/Principal	31/12/1998
Gofen & Glossberg LLC Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg manages customized portfolios of bonds, stocks and other marketable securities and generally employs long-term strategies, where appropriate they also employ short-term trading, short sales, margin transactions, and options strategies. The firm prefers to buy and own high quality, growing companies with distinctive franchises. They aim to build and manage equity portfolios of 30-40 stocks that outperform the broader market over a market cycle. Gofen & Glossberg typically have a low turnover of stocks in a portfolio, preferring to minimize transaction costs and make changes only when warranted. Their research analysts combine fundamental qualitative analysis with a quantitative overlay. The firm uses bonds to generate income, provide stability of returns, and preserve capital. Their approach to fixed income investing is conservative and aims to achieve a risk-adjusted return consistent with a client’s long-term objectives.	Analyst-Equity	30/12/1993

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Aziende private	6
Gofen & Glossberg LLC Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg manages customized portfolios of bonds, stocks and other marketable securities and generally employs long-term strategies, where appropriate they also employ short-term trading, short sales, margin transactions, and options strategies. The firm prefers to buy and own high quality, growing companies with distinctive franchises. They aim to build and manage equity portfolios of 30-40 stocks that outperform the broader market over a market cycle. Gofen & Glossberg typically have a low turnover of stocks in a portfolio, preferring to minimize transaction costs and make changes only when warranted. Their research analysts combine fundamental qualitative analysis with a quantitative overlay. The firm uses bonds to generate income, provide stability of returns, and preserve capital. Their approach to fixed income investing is conservative and aims to achieve a risk-adjusted return consistent with a client’s long-term objectives.	Finance
Painewebber Group, Inc. Painewebber Group, Inc. Investment Banks/BrokersFinance Provides services in connection with the purchase and sale of securities, and option contracts	Finance
Coe Capital Management LLC Coe Capital Management LLC Investment ManagersFinance CCM offers a boutique approach where they tailor their recommendations to each individual client using allocations of their internally constructed asset class investment strategies. Specific models for each investment strategy are designed for different risk tolerances and implemented specifically to meet each client’s needs. The firm uses fundamental, bottom-up analysis to evaluate each security on its own merits.	Finance
Northwestern University Northwestern University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Illinois University of Illinois Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Intrinsic Edge Capital Management LLC Intrinsic Edge Capital Management LLC Investment ManagersFinance IECM’s Intrinsic Edge Funds seeks to achieve capital appreciation through investments in securities, financial instruments traded in organized domestic and international securities markets (including over-the-counter markets) and other assets. The firm employs a fundamentally driven investment approach that focuses on both near-term and long-term economic prospects of the target companies. They typically conduct a bottom-up analysis of the business strategy, financial condition and industry position of an issuer to arrive at what they believe to be the security’s value.	Finance