Main Bullet points:
- Long term growth of capital through investments in global equity securities
- Primary focus are companies involved with innovative/breakthrough technologies in robotics and automation
- Thematic investment opportunity
- Technological advances in sensors, semiconductors and wireless data transmission have dramatically reduced the cost of robotic solutions for a wide range of industries
Brian graduated with a Bachelor of Business Administration in Finance from the quantitative securities analysis program of Haworth College of Business, at Western Michigan University, in July of 2004.
After graduation, Brian served as a Global Network Management Consultant, within the International Asset Services Group, at Wells Fargo. His responsibilities included oversight and account maintenance of Foreign Securities and American Depository Receipts. In April of 2008, Brian joined the Leuthold Group (Leuthold Weeden Capital Management) as an Operations Research Analyst/Institutional Trader, primarily focusing on market entry, country exposure, foreign taxation, foreign exchange trading, fair value pricing and global corporate actions analysis. He was also responsible for hedge/mutual fund trading, valuation, administration and audit support. In addition, he provided a variety of support to research, portfolio management, marketing, and executive management teams. In April of 2013, Brian joined investor Steve Leuthold as portfolio manager co-managing the Leuthold Strategies Fund along with a number of private accounts. In this capacity, Brian mainly focused on investments in global water, robotics & automation and biotech. In 2015, Steve Leuthold formally retired and the Leuthold Strategies Fund was closed. In July 2016, Brian, along with Rob Branton, formed Gahsman Branton, LLC to focus exclusively on making investments in businesses benefiting from the robotics and automation theme. In March 2017, Brian and Rob Branton joined Pacific View Asset Management, where Brian is responsible for managing the PVAM Global Innovations Strategy and AlphaCentric Global Innovations Fund.