INVESTING LIKE OWNERS.
understand and closely follow each operating business
buy Values - especially "deep values"
OUTLOOK CAPITAL MANAGEMENT, LLC
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.
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
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.