Kyle William Harlemert

Principal at Woodley Farra Manion Portfolio Management, Inc.

Kyle William Harlemert

Kyle William Harlemert

Principal at Woodley Farra Manion Portfolio Management, Inc.

Overview
RelSci Relationships

114

Number of Awards

1

Relationships
RelSci Relationships are individuals Kyle William Harlemert likely has professional access to. A relationship does not necessarily indicate a personal connection.

Co-Founder at Woodley Farra Manion Portfolio Management, Inc.

Relationship likelihood: Strong

Co-Founder & Principal at Woodley Farra Manion Portfolio Management, Inc.

Relationship likelihood: Strong

Principal, Portfolio Manager & Research Analyst at Woodley Farra Manion Portfolio Management, Inc.

Relationship likelihood: Strong

Chief Compliance Officer at Woodley Farra Manion Portfolio Management, Inc.

Relationship likelihood: Strong

Portfolio Analyst at Woodley Farra Manion Portfolio Management, Inc.

Relationship likelihood: Strong

Portfolio Analyst at Woodley Farra Manion Portfolio Management, Inc.

Relationship likelihood: Average

Former Vice President at Real Silk Investments, Inc.

Relationship likelihood: Average

Former Director, Investments at Plan Sponsor Advisors LLC

Relationship likelihood: Weak

Senior Vice President & Manager at Structured Securities Ltd.

Relationship likelihood: Weak

Former Portfolio Manager at 40/86 Advisors, Inc.

Relationship likelihood: Weak

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Kyle William Harlemert
Principal at Woodley Farra Manion Portfolio Management, Inc.
Education
BS in Business Administration
Class of 1998

Founded in 1855 by attorney and abolitionist Ovid Butler, Butler occupies 290 acres in Indianapolis' Butler-Tarkington neighborhood. The University emphasizes a liberal arts-based education with the goal of teaching clear and effective communication, appreciation of beauty, and a commitment to lifelong learning, community service and global awareness. Butler offers more than 65 majors. Over the past five years, our graduates have enjoyed an average 96 percent job placement rate, with 100 percent in education and pharmacy. There's always something new to learn about Butler. Get the facts here.

Career History
Principal
2010 - Current

Woodley Farra Manion Portfolio Management's (WFM) investment strategies are generally long-term in nature. However, the firm's investment strategies may include short-term purchases depending on the individual needs and objectives of the clientand whether the investment meets the objective in a short time frame. WFM typically provides advice on individual stocks and bonds. In some instances, they may utilize Treasuries or municipal securities, bank CDs, and preferred securities. WFM builds a portfolio of individual stocks consisting of 25-30 companies in several different industries that provides diversification and exposure to the growth of the world economy. Stocks are generally of companies with a market-cap of at least $1 billion at the time of original purchase. These companies are selected for their financial strength, larger size, prospect for growing sales and earnings, and because they appear undervalued given their strength and prospects. Stocks paying dividends are also emphasized. For the fixed income portion of a client's portfolio, WFM uses at least A-rated bonds, FDIC insured bank CDs and preferred securities of financially solid companies. These securities are laddered so that there are maturities in most years to protect against rising interest rates.

Assistant Vice President
1999 - 2004

40/86 Advisors is a fixed-income investment advisor that manages investments in public corporate debt securities, taxable municipal bonds, emerging market securities, high yield bonds, government bonds, mortgage related securities, privately placed debt securities, commercial mortgages and bank loans. The firm employs a disciplined portfolio structuring process that includes intensive bottom-up security analysis that focuses on individual sectors and security structure. They focus on relative value which allows them to discover undervalued opportunities in the marketplace. 40/86 also employs a clearly-defined, rigorously implemented buy, review and sell discipline.The firm's security analysts conduct detailed industry screening which is followed by objective, proprietary analysis of both credit risk and prepayment risk. They utilize proprietary analytic tools and processes to perform detailed analysis of companies under consideration. 40/86's models analyze factors such as prepayments, interest rate volatility and CMO structure risk. After assessing a security's relative value, the firm's portfolio managers and traders determine the risk versus reward for inclusion in the portfolio. Every bond in which they invest has a specific objective. The portfolio manager determines if the security is appropriate for the portfolio's objectives and guidelines while maximizing the potential risk-adjusted return. When a security reaches its predetermined objective, the security is re-evaluated and, if appropriate, is sold and the proceeds are reinvested. 40/86 reviews portfolios on a regular basis.

Investment Analyst
1998 - 1998
Awards & Honors
2001
CFA (Chartered Financial Analyst)
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