Dave Steele Lunt

Former Chief Operating Officer & Chief Financial Officer at Peregrine Capital Management LLC

Dave Steele Lunt

Dave Steele Lunt

Former Chief Operating Officer & Chief Financial Officer at Peregrine Capital Management LLC

Overview
Career Highlights

Peregrine Capital Management LLC

RelSci Relationships

4653

Relationships
RelSci Relationships are individuals Dave Steele Lunt likely has professional access to. A relationship does not necessarily indicate a personal connection.

Principal & Chief Compliance Officer at Peregrine Capital Management LLC

Relationship likelihood: Strong

Director-Client Services & Marketing at Peregrine Capital Management LLC

Relationship likelihood: Strong

Principal at Peregrine Capital Management LLC

Relationship likelihood: Strong

Principal & Co-Manager of Equity Trading at Peregrine Capital Management LLC

Relationship likelihood: Strong

Principal & Co-Manager of Equity Trading at Peregrine Capital Management LLC

Relationship likelihood: Strong

Principal & Portfolio Manager at Peregrine Capital Management LLC

Relationship likelihood: Strong

Principal & Portfolio Advisor at Peregrine Capital Management LLC

Relationship likelihood: Strong

Principal & Portfolio Manager at Peregrine Capital Management LLC

Relationship likelihood: Strong

Principal & Portfolio Manager at Peregrine Capital Management LLC

Relationship likelihood: Strong

Principal & Portfolio Manager at Peregrine Capital Management LLC

Relationship likelihood: Strong

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Dave Steele Lunt
Former Chief Operating Officer & Chief Financial Officer at Peregrine Capital Management LLC
Memberships
Member
Current

The Mission of the CFA Institute is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.

Career History
Chief Operating Officer & Chief Financial Officer
2003 - 2019

PCM offers three specialty investment styles: Large-Cap Growth, Small-Cap Growth, and Small-Cap Value. Large-Cap Growth style look for long-term investments in 25-35 of the highest quality, most dynamic growth companies that are leaders in their industry. Small-Cap Growth focus on undervalued companies in the early stages of their investment cycle (discovery phase) with evidence of high growth. Rediscovery companies must provide a minimum of 40% EPS growth over the next twelve months, or sell at a 40% discount to asset value. Small-Cap Value strategy conducts extensive fundamental research in search of one of the firm's five Value Buy Criteria: resolvable short-term problem, catalyst for change, unrecognized assets, fundamental undervaluation, and take-over potential. Portfolios are fully invested in 90 to 110 holdings with generally no position exceeding 3.5% in weight. The portfolio seeks to be diversified across all sectors at all times. PCM invest primarily in US equity securities or securities convertible into equities traded on a US exchange or over-the-counter. Investments may include ADRs for access to foreign investments and exchange-traded funds used for cash management purposes. All investment styles have a research intensive, company-specific approach to stock selection.

Managing Director
1992 - 2002

WellsCap offers a variety of equity, multi-asset and fixed income investment strategies. The firm's actively-managed domestic and international equity strategies cover a range of small-cap to large-cap stocks and include both growth and value investment styles. They offer a full range of fixed-income strategies including short duration, money management to long duration and investment grade to high yield. The firm's international and global strategies cover a variety of styles, regions and asset classes.

Portfolio Manager
Prior - 1991

First Western Corp. (Nebraska) is a private company headquartered in Northglenn, CO, with domestic subsidiaries, involved in mortgage bankers and loan correspondents.

Political Donations
$1,000
2012

Senator at Office of the Senator from Utah, Mitt Romney

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