Robert Henry Dearborn

Managing Director at Lodestar Investment Counsel LLC

Robert Henry Dearborn

Robert Henry Dearborn

Managing Director at Lodestar Investment Counsel LLC

Biography

Mr. Robert H. Dearborn, CFA MBA, is a Managing Director at Lodestar Investment Counsel LLC. He has over 28 years of experience in the investment industry. He currently serves as a Trustee for the Village of Winnetka. Mr. Dearborn joined Lodestar in 1991 as a Portfolio Manager, having previously served as a Principal and Portfolio Manager for Stein Roe & Farnham, and an officer of Northern Trust Bank.Mr. Dearborn earned his undergraduate degree from Kenyon College and his MBA from the University of Chicago Graduate School of Business. He holds the professional designations of Chartered Financial Analyst and Chartered Investment Counselor.

Overview
RelSci Relationships

94

Number of Awards

2

Relationships
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President at Chesley, Taft & Associates LLC

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Vice President & Chief Compliance Officer at Lodestar Investment Counsel LLC

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Executive Vice President & Managing Director at Lodestar Investment Counsel LLC

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Managing Director at Lodestar Investment Counsel LLC

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Former Managing Director & Portfolio Manager at Lodestar Investment Counsel LLC

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Managing Director at Lodestar Investment Counsel LLC

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Managing Director at Lodestar Investment Counsel LLC

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Operations Administrator at Lodestar Investment Counsel LLC

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Portfolio Administrator at Lodestar Investment Counsel LLC

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Portfolio Administrator at Lodestar Investment Counsel LLC

Relationship likelihood: Average

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Robert Henry Dearborn
Managing Director at Lodestar Investment Counsel LLC
Education
Undergraduate Degree

Kenyon is one of the nation's finest liberal arts colleges, a small school where academic excellence goes hand in hand with a strong sense of community.We bring together 1,600 young men and women to study with nearly 200 professors on an exceptionally beautiful hilltop campus in central Ohio. Our curriculum is rooted in the traditional liberal arts and sciences, and enriched by interdisciplinary programs. We set high academic standards and look for talented students who love learning. Small classes, dedicated teachers, and friendly give-and-take set the tone. Kenyon welcomes curiosity, creativity, intellectual ambition, and an openness to new ideas. We see learning as a challenging, deeply rewarding, and profoundly important activity, to be shared in a spirit of collaboration. Our greatest strength is our faculty, outstanding scholars who place the highest value on teaching. Close interaction with students is the rule here: professors become mentors and friends. Requirements are flexible enough to allow for a good deal of exploration. Other notable strengths include our distinguished literary tradition, many opportunities for research in the sciences, and programs connecting students to our rural surroundings. The Kenyon experience fosters connections of all kinds—to classmates and teachers and friends, to the life of the mind, to global perspectives, to our own unique traditions and history, and to a place of inspiration

The University of Chicago's Office of Investments (COI) is responsible for managing the University's investment assets, which includes overseeing the endowment to ensure that it benefits both current and future generations of the University of Chicago. COI oversees the broad investment strategy and provides input to the development of the strategic and tactical investment policies of the University & UCMC endowments, pension plans and self-insurance trust assets. Their strategy combines qualitative and quantitative analysis, seeking to achieve superior investment performance on a risk-adjusted basis.COI's approach seeks to evaluate the investment strategy as an integrated part of the operating plans of the University rather than in isolation and focuses the the University's overall success, not investment returns. The endowment is well-diversified across a variety of asset classes, including global stocks and bonds, real estate, natural resources, private equity, absolute return strategies and protection (tail-hedging strategies). Asset class exposure is achieved primarily by selecting and engaging external managers. COI manages the global macro and the overlay portfolio to ensure that the portfolio's overall positioning is compliance with the endowment's investment guidelines.COI's strategies for investing in the public markets include: Absolute Return, Private Debt, Fixed Income and Credit. and Global Equities.COI's real assets team invests globally in real estate and natural resources using outside managers. The real estate portfolio invests globally in value-added and opportunistic strategies using both private partnerships and public vehicles. The natural resources portfolio invests globally in strategies that include, but are not limited to: oil and gas exploration & production; power generation; infrastructure; timber; mining and minerals; and agriculture.

MBA

The University of Chicago Booth School of Business is a graduate business school located in Chicago, Illinois, at the University of Chicago. Formerly known as the University of Chicago Graduate School of Business, Chicago Booth is the second-oldest business school in the U.S., the first such school to offer an Executive MBA program, and the first to initiate a Ph.D. program in business. The school was renamed in 2008 following a $300 million endowment gift to the school by alumnus David G. Booth. The school has the third-largest endowment of any business school. The school's flagship campus is located in the Hyde Park neighborhood of Chicago on the main campus of the university. The school also maintains additional campuses in London and Asia (originally Singapore, but in July 2013 a move to Hong Kong was announced), as well as in downtown Chicago on the Magnificent Mile. In addition to conducting graduate business programs, the school conducts research in the fields of finance, economics, quantitative marketing research, and accounting. Chicago Booth is currently ranked first in the United States by Bloomberg Businessweek and first globally by the Economist.

Career History
Managing Director
1991 - Current

Lodestar Investment Counsel's investment strategies are designed to provide a risk-averse approach to long-term capital management that is tailored to meet each client's unique financial circumstances. The firm focuses on high quality financial assets, primarily stocks, bonds, and money market securities. Stock investments are made primarily in large-cap companies that are leaders in their industries. Lodestar focuses on stocks they believe are undervalued based on a variety of measures such as financial strength, earnings, dividends, etc. Based on the client's objectives, portfolios may be comprised of equity securities, municipal securities, corporate debt, US Government securities, mutual funds/ETFs, CDs, option contracts, publicly traded MLPs, commercial paper, and money markets and other short-term reserves. Lodestar's bond management approach is designed to generate a high quality stream of income for their clients, and for balanced accounts, to moderate the portfolio risk associated with stock holdings.

Principal & Portfolio Manager
Prior - 1990

Stein Roe Investment Counsel LLC (“SRIC”) was a nationally registered investment advisor and the separate account management business of Stein, Roe & Farnham, founded in 1932, with its corporate headquarters in Chicago and client servicing and investment management offices in Cleveland, New York and San Francisco. Stein Roe provided investment management services through a centralized institutional investment process on a tax-sensitive basis for high-net-worth individuals, institutions, endowments and foundations. In December 2000, LMP partnered with the management team of SRIC to purchase the business in a leveraged buyout from its parent, Liberty Financial Companies, Inc. (NYSE: LFC) In March 2004, SRIC was acquired by Invesco (NYSE: INZ) and merged into its subsidiary Atlantic Trust.

Principal & Portfolio Manager
Prior
Awards & Honors
CFA (Chartered Financial Analyst)
Chartered Investment Counselor
Other Affiliations
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