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About ENDURANCE
Management Team
Investment Approach
Quantitative Process
Qualitative Process
Portfolio Construction
Supporting Research
Portfolio Characteristic
Performance
Holdings
Quarterly Writeups
Fees
Office Location

Team  
Our entire team has work together over the past 14 years in various capacities and companies

Experience
Our team members have an average of 18 years of investment experience

Management Team

Dave Paredes  - President

Dave is the President of ENDURANCE Investment Management, LLC. Dave is responsible for sales, marketing and product development. Dave began his career at the Chicago Board of Trade as an Economic Analyst in 1987. Dave moved to American National Bank and Trust Company of Chicago in 1989 as a senior Tax Analyst advising the Investment Management Operations Department on the tax consequence of corporate reorganizations. Dave then was promoted to Corporate Analyst in the Finance Division of JPMorgan Chase (formerly Bank One) in 1991. His responsibility included analyzing the profitability of the bank’s institutional investment management subsidiary, ANB Investment Management (ANB). Dave then moved to ANB in 1993 as Marketing Manager. Dave was responsible for marketing production and creating relationships with the consultant community. In 1998, ANB was sold to Northern Trust and the subsidiary was renamed  Northern Trust Quantitative Advisors. Dave was promoted to Vice President of Sales. In 2001, Dave moved to Principal Financial Group to head up their Taft-Hartley new sales effort concentrating on product development and consultant relations. In December 2004, Dave left Principal Financial to start ENDURANCE Investment Management. Dave has a BS in Finance from Northern Illinois University, DeKalb, IL 1987. NASD Series  6, 63 & 65 licenses. Dave is a trustee for an Illinois municipal police pension plan.

Mike Steele  - Director of Portfolio Management

Mike is the fundamental portfolio manager responsible for stock selection with ENDURANCE Investment Management, LLC. Mike started his career with Equity Office Properties, Chicago, IL in 1995 as a Property Analyst developing new business relationships. In 1996, Mike began his investment career as an assistant portfolio manager with ANB Investment Management Company (ANB), Chicago, IL., in the active equity department managing multi-factor based portfolios. A year later his role was expanded to manage fixed income portfolios. In 1998, ANB was sold to Northern Trust and renamed Northern Trust Quantitative Advisors. Michael shifted his career focus to the equity side of the business managing domestic small cap and international large cap portfolios.  His responsibilities grew over time and included managing domestic largecap portfolios and enhanced quantitative strategies. Michael graduated in February of 2004 from Loyola University and since January 2004 has dedicated his time and efforts solely to forming and developing ENDURANCE Investment Management. Mike has an BS in Finance from DePaul University, Chicago, IL 1997 and an MBA from Loyola University, 2004.

Rick Simek - Chief Financial Officer, CPA

Rick is the Chief Financial Officer responsible for managing day to day operations, all financial reporting matters, coordination of external service providers and regulatory matters. Rick has 18 years of public accounting experience where he worked exclusively in the investment management industry. He completed a two year assignment for Ernst & Young in London working in their investment management and advisory services practice. He has worked with some of the world’s largest financial institutions including UBS Asset Management, Deutsche Asset Management, Northern Trust, Citigroup and Morgan Stanley. During his career at Ernst & Young Rick specialized in providing business advisory services and audits to broker dealers, investment advisors, open and closed end mutual funds, common and collective trust funds, international banks, hedge fund managers and funds, commodity pool operators (CPO), futures commission merchants (FCM), asset management companies and institutional fund investment advisors. At Ernst & Young Rick was one of the firms leading experts providing AIMR-PPS and GIPS performance reporting services. Since January 2004, Rick has dedicated his time and efforts solely to forming and developing ENDURANCE Investment Management. Rick graduated from Northern Illinois University and received his CPA certification in May of 1990. He also serves on the board of directors for a non profit children’s art museum in Chicago.

 

  

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Copyright 2005 Endurance Investment Management, LLC All rights reserved

 

Endurance Investment Management LLC is a registered investment advisor.

 

Nothing in the contents of this site should be construed as a solicitation or recommendation. Opinions expressed are on a general basis and should not be relied upon as a guide for investment. The past may not be a guide to future performance.

 

Performance results are shown net of all trading costs and an annual management fee of .90%.