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Robert McClure

Senior Client Portfolio Manager

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  • B.A. from University of Illinois
  • M.B.A. from Loyola University

Rob McClure serves as the senior client portfolio manager for the Value Equity team. In this capacity Rob is responsible for articulating the investment philosophy, process, strategy and performance on behalf of the team. Prior to joining the Firm in March 2015, Rob was at Credit Suisse for nearly 18 years, where he was a director of the HOLT division, responsible for leading a top-performing team of portfolio consultants.

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  • B.A. from University of Illinois
  • M.B.A. from Loyola University
  • 22 YRS

    Industry

  • 2 YRS

    Oppenheimer

Insights

Domestic Equity

How to Identify Value Stocks: Repeat After Me, UAROIC

Value and Income Equity Team Leader, Portfolio Manager

Portfolio Manager

Senior Client Portfolio Manager

This important indicator tends to identify stocks poised to outperform the market.

Domestic Equity

Intrinsic Value: Chasing the Unicorn of Investing

Value and Income Equity Team Leader, Portfolio Manager

Portfolio Manager

Senior Client Portfolio Manager

Investors seeking “intrinsic value” in stocks are chasing a myth.

Domestic Equity

The Virtue of Complexity for Investors

Value and Income Equity Team Leader, Portfolio Manager

Portfolio Manager

Senior Client Portfolio Manager

In a suddenly more complex world, underlying fundamentals are again driving stock prices.

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