Profile
Ms. Kathleen C.
Pease, CFA MBA, was an Executive Vice President & Research Analyst at Institutional Capital LLC.
She is a member of ICAP’s Global Research Team and the Investment Committee and specializes in the analysis and stock recommendations for the Consumer Durables and Capital Spending sectors.
Prior to joining ICAP in 1995, Ms. Pease was an analyst at ANB, a subsidiary of Bank One.
She has over 23 years of industry experience.
She earned a BA from Georgetown University and an MBA from Northwestern University.
She is a CFA charterholder.
Former positions of Katie Pease
| Companies | Position | End |
|---|---|---|
Institutional Capital LLC
Institutional Capital LLC Investment ManagersFinance Institutional Capital (ICAP) employs a value-driven investment process that seeks underpriced large-cap securities that have a clear catalyst for significant price appreciation within a definable time horizon. The firm focuses on exploiting market inefficiencies by combining their valuation discipline with dynamic catalyst identification through independent, global fundamental research. ICAP's analysts develop a target price based on fundamental research. They concentrate on stocks that are undervalued by at least 15% and avoid stocks with the most negative earnings revisions. ICAP seeks to identify catalysts they believe will be the driving force in increasing the stock's price within a 12-18 month timeframe. They strive to control risk on a bottom-up, stock-by-stock basis. | Analyst-Equity | 31/12/2015 |
ANB Corp. (Indiana)
ANB Corp. (Indiana) Financial ConglomeratesFinance Bank holding company | Corporate Officer/Principal | 30/12/1994 |
Training of Katie Pease
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
ANB Corp. (Indiana)
ANB Corp. (Indiana) Financial ConglomeratesFinance Bank holding company | Finance |
Institutional Capital LLC
Institutional Capital LLC Investment ManagersFinance Institutional Capital (ICAP) employs a value-driven investment process that seeks underpriced large-cap securities that have a clear catalyst for significant price appreciation within a definable time horizon. The firm focuses on exploiting market inefficiencies by combining their valuation discipline with dynamic catalyst identification through independent, global fundamental research. ICAP's analysts develop a target price based on fundamental research. They concentrate on stocks that are undervalued by at least 15% and avoid stocks with the most negative earnings revisions. ICAP seeks to identify catalysts they believe will be the driving force in increasing the stock's price within a 12-18 month timeframe. They strive to control risk on a bottom-up, stock-by-stock basis. | Finance |
Northwestern University
Northwestern University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Georgetown University
Georgetown University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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