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LSV Asset Management

155 N. Wacker Drive, Suite 4600
Chicago, Illinois 60606
United States
 
Contact :      Marisa Rosenblatt
Phone :       312-242-2489
Fax :             312-327-5065
Email :         mrosenblatt@lsvasset.com
Web :           http://www.lsvasset.com

LSV Asset Management Information

Type of organization : General Partnership
Total Assets Managed ($Mil) : $90,558
Tax-Exempt Managed ($Mil) : $90,451
Taxable Assets Managed ($Mil) : $108
Year Founded : 1994
Wrap Programs Offered? : No
# of Accounts Managed : 518
In-House Research : 100 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

LSV Asset Management History

Formed in 1994 as a partnership, LSV Asset Management (LSV) was established to provide domestic, international and global value equity investment management services for institutional investors utilizing the application of its proprietary quantitative models. Our research and investment team have developed these models through years of research into a variety of investing anomalies, value and contrarian investment theories and investor behavior tendencies. Our roots in academia and research in Behavioral Finance form the core of our investment philosophy.


Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
7
$75.66
 
Limited Partnership :
0
$0.00
 
Foundations :
69
$7957.60
ERISA :
0
$0
Unions, Taft-Hartley :
95
$6445.82
Public :
81
$26891.50
Others :
266
$49187.88
Total # of Professional : 43 Analysts : 7
Portfolio Managers : 6 Traders : 5
Client Service : 14 Operation : 11

LSV Asset Management Personnel

Dr.  Josef Lakonishok

Portfolio Manager
Tel : 312-242-2489
Email: mrosenblatt@lsvasset.com
Josef Lakonishok is a Founding Partner, CEO and CIO of LSV Asset Management. Dr. Lakonishok has more than 30 years of investment and research experience. Dr. Lakonishok was, until 2004, the William G. Karnes Professor of Finance at the College of Commerce & Business Administration at the University of Illinois at Urbana-Champaign. Before that, he held staff and visiting professorships at Tel Aviv University, Cornell University, the University of North Carolina at Chapel Hill, and the University of British Columbia. Dr. Lakonishok is one of the top contributors to major financial journals and has published more than 80 articles. His research covers such diverse areas as analyst forecasts, execution cost measurement, performance evaluation, momentum strategies, fundamental valuation, seasonalities in stock returns, and share repurchases. Dr. Lakonishok’s work has received many awards, including the Roger F. Murray Award for the paper “Contrarian Investment, Extrapolation, and Risk,” written with Drs. Shleifer and Vishny, and the American Association of Individual Investors Award for the article “Fundamentals and Stock Returns in Japan,” written with Drs. Louis K. C. Chan and Yasushi Hamao. Dr. Lakonishok received a B.A. in Economics and Statistics from Tel Aviv University in 1970 and an M.B.A. from that university in 1972. He earned an M.S. in Business Administration in 1974 and a Ph.D. in Business Administration in 1976 from Cornell University.

Mr.  Menno Vermeulen

Portfolio Manager
Tel : 312-242-2489
Email: mrosenblatt@lsvasset.com
Menno Vermeulen, CFA, is a Partner, Portfolio Manager and Senior Quantitative Analyst of LSV. Mr. Vermeulen has more than 21 years of investment experience. At LSV, Mr. Vermeulen has developed and written the software for our quantitative models and portfolio management system. He leads our quantitative and implementation team, which is responsible for the day-to-day data management, portfolio implementation and ongoing enhancement of our models and systems. Mr. Vermeulen is also involved in the research process at LSV. Prior to joining LSV, he worked at ABP, the largest pension plan in Europe and one of the largest in the world. At ABP, Mr. Vermeulen was responsible for the development and implementation of quantitative active investment strategies. In this capacity, he built the database and conducted research that led to a quantitative tactical country allocation model. Mr. Vermeulen developed and wrote the PC-based software to implement, update and maintain this model. He was also the Portfolio Manager and responsible for implementing this strategy with futures. Mr. Vermeulen holds a masters degree in Econometrics from Erasmus University at Rotterdam.

Mr.  Eric Miller

Securities Trader
Tel : 312-242-2489
Email: mrosenblatt@lsvasset.com
Eric Miller is a Partner and Security Trader of LSV. Mr. Miller has more than 20 years of investment experience. Prior to joining LSV, Mr. Miller was a Security Trader for Capital Research and Management in Los Angeles. Mr. Miller also worked at Capital Guardian Trust Company as an Investment Administrator and had oversight responsibility for 30 accounts with assets totaling over $10 billion. Prior to this, he worked as a Trading Assistant for Dimensional Fund Advisors. Mr. Miller received a B.S. in Finance from Ohio University and graduated with honors.

Mr.  Dan Newman

Securities Trader
Tel : 312-242-2489
Email: mrosenblatt@lsvasset.com
Dan Newman is a Partner and Security Trader of LSV. Mr. Newman has more than 18 years of investment experience. Prior to joining LSV, Mr. Newman was a Senior Security Trader for The RREEF Funds. Mr. Newman also worked at LFG, LLC as an Options Trader and at Saliba Partners as an Option Trader and Assistant Floor Trader. Mr. Newman received a BS in Business Administration from Ohio State University.

Mr.  Simon Zhang

Researcher/Analyst
Tel : 312-242-2489
Email: mrosenblatt@lsvasset.com
Simon Zhang, CFA, is a Partner and Senior Quantitative Analyst of LSV. Mr. Zhang has more than 14 years of investment experience. At LSV, Mr. Zhang is part of our quantitative and implementation team, which is responsible for the day-to-day data management, portfolio implementation and ongoing enhancement of our models and systems. Prior to joining LSV, Mr. Zhang spent two years as a Research Assistant for a joint research program sponsored by J.P. Morgan and the National Center of Supercomputing Applications. His responsibilities included coding a quantitative model for analyzing implied volatility and VaR, and designing collaborative applications (e.g., websites and search engines) for the Worldwide Web. Mr. Zhang also worked as a Research Programmer for the Finance Department at the University of Illinois Urbana-Champaign. Prior to this experience, Mr. Zhang co-founded Collatech Incorporated, an internet and database consulting company. As an entrepreneur, Mr. Zhang developed business plans and strategies for staffing, capital investment, and marketing needs. He also solicited and presented consulting proposals to potential clients. Mr. Zhang also has experience in financial analysis, marketing management, expenditure planning, and budget preparation. Mr. Zhang earned a B.S. in Engineering from the Shanghai Institution of Building Material in 1990. He also received an M.S. in Engineering Management from Tongji University – Shanghai in 1993. In addition, Mr. Zhang completed an M.B.A. and M.S. degrees in Finance & Civil Engineering from the University of Illinois in 1998.

Ms.  Han Qu

Researcher/Analyst
Tel : 312-242-2489
Email: mrosenblatt@lsvasset.com
Han Qu is a Partner and Senior Quantitative Analyst of LSV. Ms. Qu has more than 19 years of investment and research experience. Ms. Qu is involved in the research process at LSV. Prior to joining LSV, Ms. Qu spent three years as a Research Assistant for Josef Lakonishok in the Department of Finance at the University of Illinois at Urbana-Champaign. Ms. Qu was involved extensively in empirical studies on the behavior of stock prices, and on the structure and performance of the money management industry. Ms. Qu’s research responsibilities included programming, modeling, portfolio construction, and optimization. She was also involved as a Research analyst in the investment management consulting activities of Josef Lakonishok. Before joining the Department of Finance, Ms. Qu was a Programmer for the Department of Accountancy at the University of Illinois at Urbana-Champaign. In this role, she was responsible for programming an artificial intelligence application that uses analogy to build a linear model automatically from high-level problem specification. Before that, Ms. Qu was a Consultant and Programmer for the Computing Center at Shanghai Jiao Tong University, where she performed application programming, and provided consulting and training for the university’s faculty and students. Ms. Qu earned a B.S. in Computer Science from Shanghai University of Science and Technology in 1985. She also received two M.S. degrees: an M.S. in Computer Science from Shanghai Jiao Tong University in 1988 and an M.S. in Statistics from the University of Illinois at Urbana-Champaign in 1992. In addition, Ms. Qu completed an M.S. in Finance in 1994.

Mr.  Puneet Manasharamani

Portfolio Manager
Tel : 312-242-2489
Email: mrosenblatt@lsvasset.com
Puneet Mansharamani, CFA, is a Partner, Portfolio Manager and Quantitative Analyst of LSV. Mr. Mansharamani has more than 14 years of investment experience. At LSV, Mr. Mansharamani is part of our quantitative and implementation team, which is responsible for the day-to-day data management, portfolio implementation and ongoing enhancement of our models and systems. Prior to joining LSV, Mr. Mansharamani was an Analyst at Institutional Trust National City Corporation. His responsibilities included project management, systems development and designing financial and analytical applications for the Worldwide Web. Prior to this experience, Mr. Mansharamani was a Systems Consultant for Maximations, Inc. where he was responsible for systems development and programming Mainframe and databases used to calculate revenue streams as well as executive reporting. Mr. Mansharamani was also a Systems Analyst for Case Western Reserve University. Mr. Mansharamani earned a B.S. in Engineering from Delhi University, Delhi College of Engineering in 1995 and an M.S. in Engineering at Case Western Reserve University, Case School of Engineering (2001).

Mr.  James Owens

Client Contact
Tel : 312-242-2489
Email: mrosenblatt@lsvasset.com
James Owens is a Partner and Director, Client Portfolio Services of LSV. In his position at LSV, Mr. Owens is responsible for managing a number of the firm’s client relationships as part of the Research & Investment Team in Chicago. Mr. Owens has more than 23 years of investment experience. Prior to joining LSV in 2000, Mr. Owens was a Principal at Barrow, Hanley, Mewhinney & Strauss – a value equity and fixed income manager located in Dallas. At Barrow Hanley, Mr. Owens was responsible for client development as well as client service for a number of the firm’s institutional relationships. James also has eight years experience working for two Institutional Investment Consultants. He was an Investment Consultant with Watson Wyatt Investment Consulting (Chicago) and SEI Capital Resources (Houston & Chicago) where he assisted the firm’s clients with asset allocation, investment manager search and performance evaluation for both defined benefit and defined contribution plans. Mr. Owens graduated from Iowa State University with a B.A. in Finance.

Ms.  Marisa Rosenblatt

Data Preparer
Tel : 312-242-2489
Email: mrosenblatt@lsvasset.com

Mr.  Jason Ciaglo

Marketing Director
Tel : 312-242-2489
Email: mrosenblatt@lsvasset.com
Jason Ciaglo is a Partner & Director of Business Development at LSV. Mr. Ciaglo is responsible for all marketing and new business development activities. Prior to joining LSV, Mr. Ciaglo spent 11 years at J.P. Morgan Asset Management where he was a Managing Director in the Investment Management Group. He also serves on the Board of Trustees of Hales Franciscan High School. Mr. Ciaglo received a B.A from the University of California, Berkeley and an M.B.A. from the University of Chicago.

Mr.  Greg Sleight

Portfolio Manager
Tel : 312-242-2489
Email: mrosenblatt@lsvasset.com
Greg Sleight is a Partner, Portfolio Manager and Quantitative Analyst of LSV. At LSV, Mr. Sleight is part of our quantitative and implementation team, which is responsible for the day-to-day data management, portfolio implementation and ongoing enhancement of our models and systems. Mr. Sleight received a B.S. in Material Science & Engineering from the University of Illinois in 2000 and an M.B.A. in Econometrics, Economics & Analytic Finance from the University of Chicago in 2006.

Mr.  Guy Lakonishok

Portfolio Manager
Tel : 312-242-2489
Email: mrosenblatt@lsvasset.com
Guy Lakonishok, CFA is a Partner, Portfolio Manager and Quantitative Analyst at LSV. Prior to joining LSV, Mr. Lakonishok was a Vice President in the Quantitative Equity group at BlackRock. His responsibilities included research, portfolio implementation, system development and performance attribution. Prior to this experience, Mr. Lakonishok was an analyst in the Quantitative Equity group at Weiss, Peck, and Greer, where he was responsible for developing portfolio analytics and assisting in the day-to-day management of the portfolios. Mr. Lakonishok received a B.S. in Applied Science with a Major in Electrical Engineering from Washington University in St. Louis in 2000. Mr. Lakonishok also received an M.B.A from the University of Chicago - Booth School of Business in 2009, graduating with honors with a dual- concentration in Analytical Finance and Accounting.

Mr.  Jason Karceski

Portfolio Manager
Tel : 312-242-2489
Email: mrosenblatt@lsvasset.com
Jason Karceski is a Partner, Portfolio Manager and Senior Research Analyst at LSV. Prior to joining in 2009, Dr. Karceski was on faculty at the University of Florida for 11 years where he taught undergraduate, masters, and Ph.D. classes on the stock market. He also served as director of the finance Ph.D. program at UF for two years as well as an academic advisor to LSV for one year prior to joining the investment team full-time. Dr. Karceski is involved in research and model development at LSV. Dr. Karceski’s research has focused on equity trading strategies and risk control, the behavior of equity analysts, mutual funds, initial public offerings, bank mergers, and long-run performance measurement. Dr. Karceski has been working on stock market research projects with Josef Lakonishok for over 14 years. His work has been published in all of the top-tier finance journals (the Journal of Finance, the Journal of Financial Economics, the Review of Financial Studies, and the Journal of Financial and Quantitative Analysis) as well as practitioner-oriented journals such as the Financial Analysts Journal. Dr. Karceski’s research has received awards from the Association for Investment Management and Research (AIMR), Barclays Global Investors (BGI), and Emerald Management Reviews (EMR). Dr. Karceski earned a B.S. in Electrical Engineering from Caltech in 1990, an M.B.A. from the University of North Florida in 1992, and a Ph.D. in Finance from the University of Illinois at Urbana-Champaign in 1997.

Mr.  Titus Liu

Researcher/Analyst
Tel : 312-242-2489
Email: mrosenblatt@lsvasset.com
Titus Liu is a Systems Analyst at LSV. His responsibilities include developing applications for and integrating research into LSV’s models, as well as supporting the day to day operations of the portfolio management team. Mr. Liu has over 11 years of experience in finance and information technology. Before joining LSV, Mr. Liu was a Quantitative Developer/Researcher and Algorithmic Trader at Optiver Americas, where he engaged in research, back testing, and system development at their statistical arbitrage trading desk. He has also held analytic and development positions with Pacific Investment Management Company, Citadel, and UBS Investment Bank. Mr. Liu received his B.S. in Electrical Engineering from the University of Illinois and his MBA with honors from the University of Chicago, with concentrations in Finance, Accounting, and Statistics.

Mr.  Bala Ragothaman

Researcher/Analyst
Tel : 312-242-2489
Email: mrosenblatt@lsvasset.com
Bala Ragothaman, CFA is a Partner and Senior Quantitative Analyst of LSV. Mr. Ragothaman has more than 15 years of experience in the information technology field. At LSV, Mr. Ragothaman is part of our quantitative and implementation team, which is responsible for the day-to-day data management, portfolio implementation and ongoing enhancement of our models and systems. Prior to joining LSV, Mr. Ragothaman worked at Citadel Investment Group as a Director and Head of Structured Credit Technology. Mr. Ragothaman also worked at UBS Investment Bank as Project Manager and Architect in the Global Credit Derivatives Group. Mr. Ragothaman received a B.S. in Computer Engineering from Bharathiar University and an M.S. in Computer Science and Networks from the University of Iowa.

Mr.  Bhaskaran Swaminathan

Researcher/Analyst
Tel : 312-242-2489
Email: mrosenblatt@lsvasset.com
Bhaskaran Swaminathan is a Partner and Director of Research at LSV. Dr. Swaminathan has more than 23 years of investment and research experience. Prior to joining in 2005, Dr. Swaminathan had served as an academic advisor to LSV. Dr. Swaminathan joined LSV from the Johnson Graduate School of Management at Cornell University where he served as Professor of Finance. Dr. Swaminathan is involved in the research process at LSV. Like LSV’s founders, Dr. Swaminathan practices in the field of behavioral finance and has practical experience managing part of the Cornell Endowment Fund. His research interests include asset pricing, behavioral finance, market efficiency and stock valuation. His work has been published in major academic journals such as the Journal of Finance, Review of Financial Studies, Journal of Financial Economics, Journal of Accounting Research, Financial Analysts Journal, Journal of Business and Journal of Portfolio Management. Dr. Swaminathan’s work on valuing the Dow won the Graham and Dodd Award of Excellence from the Association for Investment Management and Research (AIMR). Dr. Swaminathan earned a B.E. in Mechanical Engineering from College of Engineering, Madras, India in 1985, an M.B.A. from the University of Denver, Finance in 1989 and a Ph.D. from the University of California, Los Angeles Finance in 1994.

Mr.  Gal Skarishevsky

Researcher/Analyst
Tel : 312-460-2443
Email: gskarishevsky@lsvasset.com

Mr.  Brian Sanderson

Securities Trader
Tel : 312-242-2489
Email: mrosenblatt@lsvasset.com

Mr.  Brian Weber

Securities Trader
Tel : 312-242-2489
Email: mrosenblatt@lsvasset.com

Mr.  David Beata

Client Contact
Tel : 312-242-2489
Email: mrosenblatt@lsvasset.com

Mr.  Keith Bruch

Client Contact
Tel : 312-242-2489
Email: mrosenblatt@lsvasset.com

Mr.  Scott Kemper

Client Contact
Tel : 312-242-2489
Email: mrosenblatt@lsvasset.com

Mr.  Peter Young

Client Contact
Tel : 312-242-2489
Email: mrosenblatt@lsvasset.com

Mr.  Kevin Phelan

Operations/Administrators
Tel : 312-242-2489
Email: mrosenblatt@lsvasset.com

Ms.  Monika Quinn

Operations/Administrators
Tel : 312-242-2489
Email: mrosenblatt@lsvasset.com

Mr.  Claude O Malley

Securities Trader
Tel : 312-242-2489
Email: mrosenblatt@lsvasset.com

Ms.  Kari Smith

Marketing Associate
Tel : 312-242-2489
Email: mrosenblatt@lsvasset.com

Mr.  Josh O Donnell

Operations/Administrators
Tel : 312-242-2489
Email: mrosenblatt@lsvasset.com

Ms.  Tracy Bolger

Operations/Administrators
Tel : 312-242-2489
Email: mrosenblatt@lsvasset.com

Mr.  Suvrat Chakradeo

Researcher/Analyst
Tel : 312-242-2489
Email: mrosenblatt@lsvasset.com

LSV Asset Management Product Name

Large Cap Value-Open:Privately Managed Accounts
Mid Cap Value:Privately Managed Accounts
Small Cap Value - Closed:Privately Managed Accounts
Small/Mid Cap Value:Privately Managed Accounts
International Large Cap Value - Open:Privately Managed Accounts
LSV Russell 1000 Value Enhanced - Open:Privately Managed Accounts
LSV S&P 500 Enhanced - Open:Privately Managed Accounts
International Small Cap Value- Closed:Privately Managed Accounts
Global Value Equity - Open:Privately Managed Accounts
International Concentrated Value Equity:Privately Managed Accounts
Managed Volatility:Privately Managed Accounts
International Large Cap Value Equity ACWI ex US:Privately Managed Accounts
Report Created: September,28 2020.  Copyright Money Manager Review , All rights Reserved.
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