PROFILE: Experienced, performance-oriented
money manager and investment strategist.
BUSINESS EXPERIENCE:
ROBBINS CAPITAL MANAGEMENT Atlanta, GA Present
President
Co-manager of a business pension account that has outperformed
the S&P 500’s total return by 4.5% average annually over 15
years since inception.
Manager of a second account: +38% versus S&P 500 +15% in 19
months since inception.
Hedge fund manager since 1983: stocks (long and short),
options, stock and bond futures.
Independent investment strategist focusing on the U.S. stock
market, stock sectors, groups, subgroups, themes, and
economics.
SUNTRUST ROBINSON HUMPHREY Atlanta, GA 1986 - 2002
(formerly Citigroup’s Salomon Smith Barney)
Senior Vice President/Chief Investment Strategist
Was rated the most useful analyst to individual clients and
non-U.S. institutional clients.
Outperformed the S&P 500 an average of 22% compounded annually
over 15 years since inception with all-capitalization SunTrust
Robinson Humphrey (STRH) model portfolio.
Outperformed the S&P 500 an average of 7 percentage points
compounded annually over 5 years since inception of
large-capitalization STRH model portfolio.
Allocated model among stocks, bonds, and cash based on
technical and fundamental analysis.
Allocated model among sectors, groups, and subgroups, e.g.
successful with tech 1998-2002.
Analyzed and published insights into investment themes and
economic undercurrents.
Outperformed S&P 500 with technical ratings of 200-400 stock
universe. Under new rating system (two years), both buys and
sells outperformed by more than 10% compounded annually.
Provided strategies for institutional and individual
investors, traders, and speculators.
THOMSON MCKINNON New York, NY 1984 - 1985
Investment Strategist
Pioneered a fundamental investment strategy service, including
a monthly economic and investment report, asset allocation,
sector and group allocation, and model portfolios that
outperformed the S&P 500 10% compounded annually.
BANKERS TRUST New York, NY 1976 - 1983
Research Analyst/Consultant
Fundamentally analyzed and rated oil, gas, gold, brokerage,
and conglomerate stocks.
Pioneered technical service covering the spectrum of technical
methodologies.
Consulted with performance measurement, compensation, and
quantitative stock strategies.CITIBANK New York, NY 1973 -
1976
Research Analyst
Fundamentally analyzed and rated minicomputer, mainframe,
software, and service stocks.
Coauthored “Stocks, Bonds, T-bills, and Inflation in the
Twentieth Century.”
MEDIA:
BUSINESS WEEK 1996 – 2000
Scored best among 45 global competitors forecasting the S&P
500 over 5 years.
Most accurate S&P 500 forecast 1997 and 1998.
WALL $TREET WITH LOUIS RUKEYSER 1990 & 1999
Bob Robbins presented investment insights as Lou’s featured guest
twice.
THE WALL STREET SURVEY 1990 – 1994
Scored in the top 10% of stock market forecasters (5-year
contest ended 1994).
CNBC, BLOOMBERG, CNNfn, THE WALL STREET JOURNAL, BARRON’S,
IBD
1984 – 2002 Commented regularly about the investment and economic outlook.
EDUCATION:
AMOS TUCK SCHOOL OF BUSINESS ADMINISTRATION Hanover, NH 1973 Master
of Business Administration
DARTMOUTH COLLEGE Hanover, NH 1969
Bachelor of Arts -- Economics Major
MILITARY SERVICE:
UNITED STATES ARMY, ARTILLERY 1969-1971 First Lieutenant,
Forward Observer and Fire Direction Officer – Vietnam Combat
COMMUNITY SERVICE:
BROOKHAVEN COMMUNITY NEIGHBORHOOD ASSOCIATION, Director 2004
ST. JAMES UNITED METHODIST CHURCH, Finance Committee 1999-2000 |
