Kevin McCloskey

Kevin McCloskey

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location of Kevin McCloskeyBarrington, Illinois, United States

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  • Timeline

  • About me

    Partner, SCV Capital LLC

  • Education

    • University of Dayton

      1989 - 1992
      MBA
    • University of Notre Dame

      1984 - 1988
      BS Aerospace Engineering

      Activities and Societies: Co-President- Student Chapter American American Institute of Aeronautics and Astronautics (AIAA) United States Air Force (USAF) Reserve Officer Training Corps (ROTC) Awarded 4-year ROTC Scholarship prior to attending the University of Notre Dame

  • Experience

    • United States Air Force

      Jan 1989 - Jan 1994
      Captain

      1989-91 Test Program Manager, A-10 Technology Demonstrator Program1991- 94 Program/Project Manager, National Aerospace Plane (NASP) Program Office

    • Killian Asset Management

      Jan 1994 - Jul 1999
      Vice-President

      Investment Analyst & Portfolio ManagerValue-based investment strategyInstitutional separate account managementTaft-Hartley, Corporate, and Charitable/Religious organizations

    • Federated Investors

      Jul 1999 - Aug 2008
      Vice-President, Senior Portfolio Manager

      Large-cap value portfolio managementInstitutional separate account and mutual fund managementMutual funds managed included Federated Stock Trust (2002-2008), Federated American Leaders Fund (2001-2004, 2008)Supported various sales channels with institutional and retail client presentationsExtensive marketing and presentations to investment consultants

    • PPM America

      Sept 2008 - Oct 2021
      Senior Managing Director, Head of Public Equities

      Head of Public Equity Management Leadership responsibility for a 7-person portfolio management team, including traders, and administrative staffStrategies managed during my tenure at PPM:Large-Cap valueMid-Cap valueSmall-Cap valueLarge-Cap CoreEquity Income$13.1B AUM as of 12/31/20. Peak AUM over $16B.Team Members function as both portfolio managers and analystsIndustries covered: Energy, Health Care, Inv. Banks/Asset ManagersHave also covered Utilities, Paper & Packaging, Information Technology Hardware/EMS/Semiconductors & Semi-Cap Equipment in the pastDelivered institutional marketing presentations as lead portfolio manager to Institutional and Retail Clients- domestic and abroad Show less

    • SCV Capital LLC

      Oct 2021 - now
      Partner

      Formed SCV Capital with former PPM team members. Team-based fundamental portfolio management approach. Actively managing two strategies- Small Cap Value and Large Cap Core. Equity research responsibilities for multiple sectors and industries.Small Cap Value strategy (through 6/30/24) has outperformed the Russell 2000 Value Index over the past 1, 3, 5, 7, and 10 year periods.

  • Licenses & Certifications

    • Chartered Financial Analyst