Erich Patten |
Mr. Patten holds a B.S.
in Business from the Wharton School of the University of
Pennsylvania. He earned a Master's degree of Public Policy
from the University of Chicago. He is a level II candidate
for the CFA designation.
What does a balance sheet reveal?
Fundamental analysis,
valuation skills, and a little bit of intuition are needed
to successfully assess a company's potential. Mr. Patten has
a unique skill-set not often found in private equity
managers. As a Portfolio Manager, and member of the Cutler
Investment Group Investment Committee, Mr. Patten is
responsible for the investments of discretionary assets of
$150,000,000 in public market securities. These fundamental
skills have led to portfolio performance which has generated
above benchmark returns in the past 1, 2, and 3 year periods
(Performance vs. the S&P 500 as of July 30, 2006). This
assignment helps to maintain a focus on macroeconomic trends
in the world markets. Additionally, he serves as the
President of a Mutual Fund, and serves as its principal
investment manager.
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