About David W. Schulz of CONVERGENCE
David W. Schulz is President at Convergence Investment Partners Llc and has been affiliated with Convergence Investment Partners Llc since August-2008.
Convergence Investment Partners Llc is an investment advisor that manages 553.7 MM dollars in regulatory AUM and has 5 employees, of which 4 perform investment advisory functions. The managers's latest filing has disclosed 191MM in positions, which represents 35% of the manager's regulatory AUM.
For more on Convergence Investment Partners Llc including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile
Convergence Investment Partners Llc is an investment advisor that manages 553.7 MM dollars in regulatory AUM and has 5 employees, of which 4 perform investment advisory functions. The managers's latest filing has disclosed 191MM in positions, which represents 35% of the manager's regulatory AUM.
For more on Convergence Investment Partners Llc including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile
CONVERGENCE StockAlpha
| Top 25% |
StockAlpha
3 yr performance attributed to stock picking: -1.5%/yr
Co-workers of David W. Schulz at CONVERGENCE
| Name | Title | In Position Since |
|---|
| David J. Abitz | Chief Investment Officer | August-2008 |
| Todd J. Hanson | Chief Operating Officer | August-2008 |
| Jonathan G. Franklin | Portfolio Manager, Senior Analyst | October-2008 |
| Martin C. Bicknell | Chief Executive Officer | August-2008 |
| Anne J. Pleviak | Chief Compliance Officer | December-2014 |
Fundamental & Technical Factor Exposure
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David W. Schulz Office Address
1245 CHEYENNE AVE.
SUITE 102
GRAFTON, Wisconsin
UNITED STATES, 53024
SUITE 102
GRAFTON, Wisconsin
UNITED STATES, 53024
David W. Schulz Contact Information
Phone Number: 262-240-0117
Fax Number: 262-565-2466
Website: http://www.investcip.com
Fax Number: 262-565-2466
Website: http://www.investcip.com
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