Dave Carlsen
Portfolio Manager-Equities at Kornitzer Capital Management, Inc.
Profile
Mr. David Carlsen, CFA, is a Portfolio Manager at Kornitzer Capital Management, Inc. (KCM).
He joined KCM in 2004 and he works with growth equity portfolios.
His focus is on companies in all market sectors, with competitive advantages and durable growth opportunities derived from innovation.
He has over 31 years of professional investment experience and he's been with the firm for over 19 years.
From 2000 to 2004, Mr. Carlsen worked at Strong Capital Management as a Senior Equity Research Analyst.
From 1992 to 2000, he worked at Northern Capital Management as an Investment Analyst.
He received a B.A.
in Finance from the University of Wisconsin – Madison.
Dave Carlsen active positions
| Companies | Position | Start |
|---|---|---|
Kornitzer Capital Management, Inc.
 Kornitzer Capital Management, Inc. Investment ManagersFinance Kornitzer Capital Management Inc. (KCM) is an independent, SEC-registered investment advisor headquartered in Shawnee Mission, Kansas. The firm was founded by John Kornitzer in 1989. KCM manages assets for institutions, mutual funds (the Buffalo Funds), and private clients. | Portfolio Manager-Equities | 31/12/2003 |
Former positions of Dave Carlsen
| Companies | Position | End |
|---|---|---|
Northern Capital Management, Inc. (Spokane, Washington)
 Northern Capital Management, Inc. (Spokane, Washington) Investment ManagersFinance Northern Capital Management, Inc. (Northern Capital) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Spokane, Washington. The firm was founded by James K. Wilson in 1992 as Bergeron & Wilson, Inc. Northern Capital offers a full range of wealth management and investment advisory services to individual clients, families, corporations, and foundations. | Corporate Officer/Principal | - |
Strong Capital Management, Inc.
 Strong Capital Management, Inc. Financial ConglomeratesFinance Strong Capital Management, Inc. (SCM) provides investment management services to the Strong family of mutual funds, corporate and public employee retirement funds, endowments, foundations, Taft Hartley plans, and individuals. Founded in 1974, the firm is independently owned by professionals active in its day-to-day management. | Analyst-Equity | 30/12/2003 |
Training of Dave Carlsen
| University of Wisconsin | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Kornitzer Capital Management, Inc.
Kornitzer Capital Management, Inc. Investment ManagersFinance Kornitzer Capital Management Inc. (KCM) is an independent, SEC-registered investment advisor headquartered in Shawnee Mission, Kansas. The firm was founded by John Kornitzer in 1989. KCM manages assets for institutions, mutual funds (the Buffalo Funds), and private clients. | Finance |
Strong Capital Management, Inc.
Strong Capital Management, Inc. Financial ConglomeratesFinance Strong Capital Management, Inc. (SCM) provides investment management services to the Strong family of mutual funds, corporate and public employee retirement funds, endowments, foundations, Taft Hartley plans, and individuals. Founded in 1974, the firm is independently owned by professionals active in its day-to-day management. | Finance |
Northern Capital Management, Inc. (Spokane, Washington)
Northern Capital Management, Inc. (Spokane, Washington) Investment ManagersFinance Northern Capital Management, Inc. (Northern Capital) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Spokane, Washington. The firm was founded by James K. Wilson in 1992 as Bergeron & Wilson, Inc. Northern Capital offers a full range of wealth management and investment advisory services to individual clients, families, corporations, and foundations. | Finance |
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