Todd Wenning, Cfa Email and Phone Number
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In 2024, I founded KNA Capital Management, an Ohio-registered investment advisor that specializes in managing a long-only concentrated portfolio of quality global businesses. I'm a finance lecturer at The University of Dayton where I also serve as the Director of the Hanley Center for ESG Investing. My thoughts on investing can be found on my blog, Flyover Stocks (www.flyoverstocks.com).After graduating with a history degree in 2003, I started from scratch in finance and have spent the last 20+ years learning and improving as an investor. My learning process was accelerated by writing about investing since 2005, including my book, Keeping Your Dividend Edge (2016), and hundreds of blog posts and articles for sites such as Morningstar, Investor’s Chronicle (UK), the CFA Institute, and The Motley Fool.My philosophy is rooted in the simple (yet hard to do) principle of investing in companies with economic moats, managed by dedicated and capable stewards, at attractive prices and then - critically - not getting in the way of that combination as it compounds value. I have eight years of buy-side experience as a generalist analyst at Ensemble Capital and Johnson Investment Counsel, and nearly four years of sell-side experience at Morningstar where I led the company’s equity stewardship methodology and covered companies in the basic materials, consumer, and industrial sectors. Prior to my time in institutional research, I was an analyst, newsletter editor, and writer for The Motley Fool, supported private wealth managers at SunTrust Asset Management, and was a licensed representative at Vanguard.
Kna Capital Management
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President And Chief Investment OfficerKna Capital ManagementCincinnati, Oh, Us -
LecturerUniversity Of Dayton Jan 2024 - PresentDayton, Oh, Us+ Teach introduction to financial management to undergraduate students + Director of Hanley Center for ESG Investing -
President And Chief Investment OfficerKna Capital Management Jan 2024 - Present -
OwnerThe W8 Group, Llc Aug 2023 - PresentThe W8 Group collects and manages royalties, fees, and subscription revenues related to investing-related content written by the owner.
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Senior Investment AnalystEnsemble Capital Management Dec 2017 - Aug 2023+ Helped manage a $1 billion+ AUM long-only, concentrated equity strategy that held high-quality US-listed businesses, which we defined as having economic moats, strong management teams, and intrinsically-forecastable business models+ Coverage included: NVR, Landstar, Nintendo, Masimo, Chipotle, Idex, Costco, Starbucks, Old Dominion Freight Lines, and other quality companies+ Wrote over 60 blog posts on various investing topics for Ensemble's blog, "Intrinsic Investing," providing thought-leadership on a number of subjects including relevance vs. recognizability, visionary vs. optimizer CEOs, and idiosyncratic businesses+ Presented on Ensemble's portfolio holdings and investment philosophy at public investment conferences, on podcasts, and on the company's quarterly webinars
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Equity Research AnalystJohnson Investment Counsel Jul 2015 - Dec 2017Cincinnati, Ohio, Us+ Small- and mid-cap generalist on the Johnson Opportunity Fund+ Contributing analyst to the Johnson Equity Income Fund+ Write a monthly post on JIC's blog, "Behind the Numbers" -
Adjunct ProfessorXavier University Nov 2016 - May 2017Cincinnati, Oh, UsFundamentals of Finance (MBA) - Spring 2017 -
Member, National Alumni BoardSaint Joseph'S University Mar 2012 - Dec 2015Philadelphia, Pa, Us+ Chairman of the governance committee -
Equity AnalystMorningstar Dec 2011 - Jun 2015Chicago, Il, Us+ Cover global packaging and container companies, engineering & construction companies, and chemical companies.+ Lead and develop Morningstar's equity stewardship methodology, which focuses on how effectively management teams allocate shareholder capital + Write monthly article for Morningstar.com on finding small cap stocks that may have economic moats+ Analyze companies' competitive positioning to determine if they have economic moats+ Communicate thesis, research, and industry knowledge to institutional and retail clients -
Advisor - Motley Fool (Uk) Dividend EdgeThe Motley Fool Nov 2010 - Dec 2011Alexandria, Virginia, Us+ I was the advisor, analyst, and creator of Motley Fool Dividend Edge: a London-based investing newsletter that focused on buying dividend-paying stocks and developing income-generating investing strategies. + I managed a £20,000 real-money portfolio that bought the shares we recommended for members. The portfolio gave a higher weight to our best risk-adjusted opportunities and took into consideration margin-of-safety, dividend yield, and growth opportunities.+ The goal of the service was to achieve "superior share income" defined as: "Generating an above-market average dividend yield, growing annual income above RPI inflation, and avoiding dividend cuts." At the time the service closed, the portfolio was achieving those objectives.+ Created the Dividend Report Card -- a spreadsheet program that ranked the sustainability and growth potential of a company's dividend according to a weighted calculation of key financial metrics. + Appeared on BBC radio programs and Motley Fool MoneyTalk podcasts, and was quoted in various UK-based media reports.+ Diversified stock recommendations included: Reckitt Benckiser, Unilever, Tesco, Admiral Group, GlaxoSmithKline, AstraZeneca, SSE, BHP Billiton, Standard Chartered, IG Group, MITIE Group, London & Stamford Property, BAE Systems, and G4S. -
Senior Analyst, Motley Fool ProThe Motley Fool May 2008 - Nov 2010Alexandria, Virginia, UsAlong with the advisor of Motley Fool Pro, I managed $1 million of the Fool's capital. We used options, ETFs and equities to go long and short, with the objective of making money in any type of market. This portfolio was in view of paying subscribers to the service who tracked our moves.Stock recommendations included: Kinetic Concepts, Plum Creek Timber, Jack Henry, Lindsay Corporation, Waters, NextEra Energy, Papa John's, and TradeStation. -
Analyst / WriterThe Motley Fool Jun 2006 - Jul 2008Alexandria, Virginia, UsWrote hundreds of articles for Fool.com on various investing topics, with a focus on dividends and small caps. -
Portfolio AnalystSuntrust Asset Management Jul 2005 - Jun 2006Analyzed high net-worth individual investment portfolios totaling $2.4 billion to ensure the group was meeting clients' respective objectives, risk tolerances, and time horizons.
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Equity TraderThe Vanguard Group 2003 - 2005Valley Forge, Pa, UsPlaced equity, mutual fund, and option orders for over 10,000 Vanguard clients. Discussed the details of Vanguard's mutual funds.
Todd Wenning, Cfa Skills
Todd Wenning, Cfa Education Details
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Saint Joseph'S UniversityHistory
Frequently Asked Questions about Todd Wenning, Cfa
What company does Todd Wenning, Cfa work for?
Todd Wenning, Cfa works for Kna Capital Management
What is Todd Wenning, Cfa's role at the current company?
Todd Wenning, Cfa's current role is President and Chief Investment Officer.
What is Todd Wenning, Cfa's email address?
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What is Todd Wenning, Cfa's direct phone number?
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What schools did Todd Wenning, Cfa attend?
Todd Wenning, Cfa attended Saint Joseph's University.
What skills is Todd Wenning, Cfa known for?
Todd Wenning, Cfa has skills like Dividends, Equity Valuation, Portfolio Management, Equity Derivatives, Financial Modeling, Blogging, Newsletters, European Markets, Equities, Fixed Income, Mutual Funds, Options.
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