Gene Stein

Vice Chairman at Capital Strategy Research, Inc.

Gene Stein

Gene Stein

Vice Chairman at Capital Strategy Research, Inc.

Overview
RelSci Relationships

1113

Primary Location

La Canada Flintridge, CA

Number of Boards

10

Number of Awards

1

Contact Data
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Relationships
RelSci Relationships are individuals Gene Stein likely has professional access to. A relationship does not necessarily indicate a personal connection.

Co-Founder at Tikun Olam Foundation

Relationship likelihood: Strong

President at Capital Research & Management Co.

Relationship likelihood: Strong

Portfolio Manager at Capital Research & Management Co.

Relationship likelihood: Strong

Portfolio Manager at The Capital Group Companies, Inc.

Relationship likelihood: Strong

Portfolio Manager at The Capital Group Companies, Inc.

Relationship likelihood: Strong

Senior Vice President, Fund Business Management Group at Capital Research & Management Co.

Relationship likelihood: Strong

President & General Manager at Los Angeles Cold Storage Company

Relationship likelihood: Strong

Portfolio Manager at The Capital Group Companies, Inc.

Relationship likelihood: Strong

Portfolio Manager at The Capital Group Companies, Inc.

Relationship likelihood: Strong

Portfolio Manager at The Capital Group Companies, Inc.

Relationship likelihood: Strong

Paths to Gene Stein
Potential Connections via
Relationship Science
You
Gene Stein
Vice Chairman at Capital Strategy Research, Inc.
Family Members
Spouse
Co-Founder at Tikun Olam Foundation

THE FOUNDATION SEEKS TO HELP VULNERABLE CHILDREN BY PROVIDING SUPPORT TO THE CHILD, FAMILY, AND COMMUNITY.

Education
MBA

Harvard Business School (HBS) is the graduate business school of Harvard University in Boston, Massachusetts, United States. The school offers a large full-time MBA program, doctoral programs, and many executive education programs. It owns Harvard Business School Publishing, which publishes business books, leadership articles, online management tools for corporate learning, case studies, and the monthly Harvard Business Review.

Bachelor's Degree in Engineering, with Honors

The UCLA Henry Samueli School of Engineering and Applied Science (HSSEAS) is the school of engineering at the University of California, Los Angeles (UCLA). It opened as the College of Engineering in 1945, and was renamed the School of Engineering in 1969. Since its initial enrollment of 379 students, the school has grown to approximately 5000 students, and is ranked among the top 10 public engineering schools in the United States. The school offers 28 degree programs and is also home to eight externally funded interdisciplinary research centers, including those in space exploration, wireless sensor systems, and nanotechnology.

Career History
Vice Chairman
Current

Capital Strategy Research, Inc., part of The Capital Group Cos., Inc., is a company headquartered in Beijing, China, that provides investment research services. The firm was founded in 2009. Susan Dietz Henderson is currently the CEO of the company.

Investment Researcher
Tenure Unconfirmed

WDW specializes in small-cap growth stocks. They provide expertise in diversified multi-cap equities, hedge fund investment vehicles and fixed-income cash management. The firm prefers to invest in companies that have not yet been discovered or are temporarily out of favor with Wall Street analysts.Their decisions are based on fundamental analysis. The firm focuses on the merits of each security. They look for earnings growth, solid financials, strong management and exercise a valuation discipline in buy/sell decision. In addition, they adhere to a bottom-up approach and do not rely on market timing or technical analysis.In evaluating stocks, WDW looks at several factors. Their analysis of a company includes these elements: viable growth strategy, strong product position, sustainable profit margins, balance sheet strength, above-average return on capital and consistent performance.Their investment decisions are based on a one to three year time horizon and generally their intention is to hold securities for at least that length of time.WDW's reasons for selling a stock include overvaluation due to appreciation, outsized position in a portfolio, failure of company to meet its original business plan, loss of confidence in the fundamental outlook, change in industry dynamics or if they have a more promising idea.

Managing Director
Prior

Los Angeles Opera Co. promotes and supports culture, education and sciences. Its educational programs include discounts on matinees, lessons for families, senior citizens, students, and teachers. The company was founded in 1986 and is headquartered in Los Angeles, CA.

Boards & Committees
Director
2008 - Current

CR&M maintains an investment philosophy that is distinguished by four key beliefs: solid research is fundamental to sound investment decisions; investment decisions should not be made lightly; a long-term approach; and the Capital System. The firm's investment decisions are subject to a fund's or account's objectives, policies and restrictions and the oversight of the appropriate investment-related committees of the firm and its investment divisions. They generally invest in equity securities, fixed-income securities or a combination of both and in U.S. and international equity securities, including common stocks, preferred stocks and convertible securities, of companies with varying market capitalizations. CR&M typically builds portfolios for funds and accounts from the bottom-up using rigorous fundamental research to find attractive investments and manage risks.

Vice Chairman, Board of Directors
1972 - Prior

CGTC employs a long-term investment approach that is based on rigorous fundamental research. The firm uses a system of multiple portfolio managers in managing most separate account and fund assets. Under this approach, the portfolio of an account or fund is divided into segments managed by individual managers who decide how their respective segments will be invested. In addition, investment analysts may make investment decisions with respect to a portion of the portfolio. The firm offers equity, fixed-income, balanced, and other customized investment strategies based on the investment objectives of CGTC clients. CGTC's equity strategies include: US Equity, International Equity, Global Equity, All Country World Equity, International All Countries Equity, and Emerging Markets Equity. The firm's fixed-income strategies include: US Core Fixed-Income, Long Duration Government, Long Duration Credit, US High-Yield, International Fixed-Income, Global Fixed-Income, Global High-Income Opportunities, and Emerging Markets Debt. CGTC's balanced and total opportunities strategies include: US Balanced, Global Balanced, Absolute Income Grower, World Dividend Growers, and Emerging Markets Total Opportunities.

President
Current

THE FOUNDATION SEEKS TO HELP VULNERABLE CHILDREN BY PROVIDING SUPPORT TO THE CHILD, FAMILY, AND COMMUNITY.

Member, Executive Committee
Current

Los Angeles Opera Co. promotes and supports culture, education and sciences. Its educational programs include discounts on matinees, lessons for families, senior citizens, students, and teachers. The company was founded in 1986 and is headquartered in Los Angeles, CA.

Non-Profit Donations & Grants

Learn how non-profit organizations benefit from RelSci
$10K - $25K
1999

Pitzer College produces engaged, socially responsible citizens of the world through an academically rigorous, interdisciplinary liberal arts education emphasizing social justice, intercultural understanding and environmental sensitivity. The meaningful participation of students, faculty and staff in college governance and academic program design is a Pitzer core value. Our community thrives within the mutually supportive framework of The Claremont Colleges, which provide an unsurpassed breadth of academic, athletic and social opportunities.

$5,000 - $10K
1996

Pitzer College produces engaged, socially responsible citizens of the world through an academically rigorous, interdisciplinary liberal arts education emphasizing social justice, intercultural understanding and environmental sensitivity. The meaningful participation of students, faculty and staff in college governance and academic program design is a Pitzer core value. Our community thrives within the mutually supportive framework of The Claremont Colleges, which provide an unsurpassed breadth of academic, athletic and social opportunities.

Awards & Honors
CFA (Chartered Financial Analyst)
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