Todd Wenning, Cfa

Todd Wenning, Cfa Email and Phone Number

President and Chief Investment Officer @ KNA Capital Management
Cincinnati, OH, US
Todd Wenning, Cfa's Location
Cincinnati, Ohio, United States, United States
Todd Wenning, Cfa's Contact Details

Todd Wenning, Cfa personal email

Todd Wenning, Cfa phone numbers

About Todd Wenning, Cfa

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.

Todd Wenning, Cfa's Current Company Details
KNA Capital Management

Kna Capital Management

View
President and Chief Investment Officer
Cincinnati, OH, US
Website:
kna-capital.com
Employees:
1
Todd Wenning, Cfa Work Experience Details
  • Kna Capital Management
    President And Chief Investment Officer
    Kna Capital Management
    Cincinnati, Oh, Us
  • University Of Dayton
    Lecturer
    University Of Dayton Jan 2024 - Present
    Dayton, Oh, Us
    + Teach introduction to financial management to undergraduate students + Director of Hanley Center for ESG Investing
  • Kna Capital Management
    President And Chief Investment Officer
    Kna Capital Management Jan 2024 - Present
  • The W8 Group, Llc
    Owner
    The W8 Group, Llc Aug 2023 - Present
    The W8 Group collects and manages royalties, fees, and subscription revenues related to investing-related content written by the owner.
  • Ensemble Capital Management
    Senior Investment Analyst
    Ensemble 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
  • Johnson Investment Counsel
    Equity Research Analyst
    Johnson Investment Counsel Jul 2015 - Dec 2017
    Cincinnati, 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"
  • Xavier University
    Adjunct Professor
    Xavier University Nov 2016 - May 2017
    Cincinnati, Oh, Us
    Fundamentals of Finance (MBA) - Spring 2017
  • Saint Joseph'S University
    Member, National Alumni Board
    Saint Joseph'S University Mar 2012 - Dec 2015
    Philadelphia, Pa, Us
    + Chairman of the governance committee
  • Morningstar
    Equity Analyst
    Morningstar Dec 2011 - Jun 2015
    Chicago, 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
  • The Motley Fool
    Advisor - Motley Fool (Uk) Dividend Edge
    The Motley Fool Nov 2010 - Dec 2011
    Alexandria, 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.
  • The Motley Fool
    Senior Analyst, Motley Fool Pro
    The Motley Fool May 2008 - Nov 2010
    Alexandria, Virginia, Us
    Along 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.
  • The Motley Fool
    Analyst / Writer
    The Motley Fool Jun 2006 - Jul 2008
    Alexandria, Virginia, Us
    Wrote hundreds of articles for Fool.com on various investing topics, with a focus on dividends and small caps.
  • Suntrust Asset Management
    Portfolio Analyst
    Suntrust Asset Management Jul 2005 - Jun 2006
    Analyzed high net-worth individual investment portfolios totaling $2.4 billion to ensure the group was meeting clients' respective objectives, risk tolerances, and time horizons.
  • The Vanguard Group
    Equity Trader
    The Vanguard Group 2003 - 2005
    Valley Forge, Pa, Us
    Placed equity, mutual fund, and option orders for over 10,000 Vanguard clients. Discussed the details of Vanguard's mutual funds.

Todd Wenning, Cfa Skills

Dividends Equity Valuation Portfolio Management Equity Derivatives Financial Modeling Blogging Newsletters European Markets Equities Fixed Income Mutual Funds Options Investments Finance Asset Managment Etfs Equity Research Stock Picking Morningstar Direct Management Economics Valuation Bloomberg Analysis Asset Management Trading Hedge Funds Securities Dcf Investment Management Capital Markets Bloomberg Terminal Investment Strategies Asset Allocation Investor Relations Financial Markets Alternative Investments Series 63 Emerging Markets Corporate Finance Private Equity Investment Advisory Financial Services Financial Analysis Quantitative Analytics Fundamental Analysis Forecasting Series 7 Stock Market Stocks

Todd Wenning, Cfa Education Details

  • Saint Joseph'S University
    Saint Joseph'S University
    History

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 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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