INVESTING LIKE OWNERS.

  • understand and closely follow each operating business

  • buy Values - especially "deep values"

  • have patience

OUTLOOK CAPITAL MANAGEMENT, LLC

OUR FORMULA

Buy large, financially-strong U.S. companies when they have “big problems.”  Be patient, and buy more shares, as management gradually fixes the problems.  Sell, when the market has finally swung from deep pessimism toward the company, to overconfident optimism. 

 

 

 

Dave Raub

President

President and Managing Member of Outlook, Dave founded the firm in 2004.  He graduated from Grinnell College in 1975 with a B.A. in Economics/Political Science, and received an M.A. in Economics from Washington University in 1976.  Dave has 40 years of investment management experience.  He began his career in 1977 as an investment analyst with First National Bank of Des Plaines.  He became the Trust Department Manager at Boulevard Bancorp in 1986; and Trust and Private Banking Department Manager, Illinois/Wisconsin, at First Bank System in 1994.  He served as Trust Department Manager at Glenview State Bank from 1996 to 2001, and as President and Director from 2001 until 2004. 

 

Theresa Raub Kroll

Operations Manager

Theresa graduated from the University of California, Berkeley with a B.A. in Geography and M.A. in Education.  Among Theresa's honors are winning Cal's 2010 Neufeld Award, given to the varsity athlete with the highest undergraduate GPA; earning a 4.0 GPA in her Master's work;  being a 2-time PAC-10 Medalist and 3-time NCAA Regional Qualifier in the pole vault; and ranking number-one in her high school graduating class. She worked in accounting and finance for the University of California, Berkeley, before diving into the investment world with an oil and gas hedge fund based in Houston.  After two years with the hedge fund, she began working for Outlook Capital Management in 2015.

 CONTACT US

For any inquiries, please call or email us:
our address

125 S. Wilke Road, Suite 200E

Arlington Heights, IL  60005

125 S. Wilke Road, Suite 200E  Arlington Heights, IL  60005       info@outlookcapitalmanagement.com  |   847-797-0600

Disclosure

Outlook Capital Management, LLC is a Registered Investment Advisory Firm registered with the Illinois Securities Department.  The information in the content of this website is not intended as tax or legal advice.  Advisory services are offered to clients or prospective clients where Outlook Capital Management, LLC and its representatives are properly licensed.  This website is solely for informational purposes.  Past performance is no guarantee of future returns.  Investing involves risk and possible loss of principal capital.  

© 2016 by Outlook Capital Management, LLC