Fund Inception | 09/01/2009 |
Name of Issuer | Applied Finance |
Fund Advisor(s) | Applied Finance Advisors LLC |
Sub-Advisor(s) | -- |
Fund Managers for TORZX
Paul Blinn
Portfolio Manager since 06/02/2006
Paul Blinn – Applied Finance Partner
B.B.A. in Finance, University of Texas at Austin
Mr. Blinn served as a Vice President of an option market maker and then a Senior Equity Derivatives Trader for a hedge fund from 2000 to 2005. Mr. Blinn acquired this experience as an Executive Director at UBS and its predecessor bank from 1985 to 2000. He has vast capital market experience, during which
time he had oversight and direct responsibility for the discretionary trading and risk management of large and complex portfolios of cash and derivative securities using numerous arbitrage strategies that sought to exploit pricing discrepancies identified by statistical models.
Rafael Resendes
Portfolio Manager since 06/02/2006
BA from University of California Berkeley, MBA from the University of Chicago
In 1995, together with Daniel Obrycki, Mr. Resendes developed the Economic Margin framework to measure a firm’s economic, rather than as-reported accounting performance, and directly link corporate performance to valuation.
Resendes graduated from The University of California, Berkeley with a Bachelor of Science in Finance and Economic Analysis. Resendes went on to earn his MBA from the University of Chicago. Resendes is also a member of the Phi Beta Kappa Society.
Prior to co-founding Applied Finance, Mr. Resendes was a member of the Chicago Board of Trade.
In 2003 Resendes began serving on the CFA Institute’s Speaker Retainer Program speaking to over 45 Financial Analyst Societies in 12 countries. Resendes has also served as a guest speaker for various equity valuation seminars, National Investor Relations Institute and served as a Professor at DePaul University in Chicago.