Michael Ray Whitehurst

Analyst-Equity at

Telos Capital Management, Inc.

Finance

Consumer Services

Profile

Mr. Michael R.
Whitehurst, CFA, is a Senior Vice President, Portfolio Manager & Research Analyst at Telos Capital Management, Inc. With more than 38 years of investment management experience, he lends his expertise to analyzing investments and managing client portfolios.
Prior to joining Telos Capital Management, Inc., he was Owner and Portfolio Manager at McCuen & Co., an SEC registered investment advisory firm established in 1932.
He graduated from the University of Iowa with a Bachelor of Business Administration Finance degree.
In 1984, he became a member of the CFA institute and the CFA Society of San Diego.
Since earning his CFA designation, he has contributed to CFA curriculum development and CFA exam administration.

Michael Ray Whitehurst active positions

Companies	Position	Start
Telos Capital Management, Inc. Telos Capital Management, Inc. Investment ManagersFinance TCM believes that the key to successful investing lies in establishing and adhering to a solid long-term investment plan, and that prudent diversification across multiple asset classes can optimize the risk and potential return of a portfolio. Depending on a client’s investment objectives, the firm may utilize multiple asset classes, investment styles, market capitalizations, sectors, and regions to provide diversification. Their investment process relies upon in-depth fundamental research to actively select securities for client accounts. They base investment decisions on a combination of bottom-up fundamental research, coupled with top-down macro-economic analysis.	Analyst-Equity	01/05/2019

All active positions of Michael Ray Whitehurst

Former positions of Michael Ray Whitehurst

Companies	Position	End
McCuen & Co., Inc. McCuen & Co., Inc. Investment ManagersFinance McCuen & Co.'s investment process begins with an analysis of a company's financial history. The firm visits the company and interviews management about past results, industry conditions and the business outlook. They then develop an appraisal valuation using one or more of the following methods: discounted cash flow, net-worth analysis and/or market approach to valuation.	President	19/06/2020

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Private companies	3
McCuen & Co., Inc. McCuen & Co., Inc. Investment ManagersFinance McCuen & Co.'s investment process begins with an analysis of a company's financial history. The firm visits the company and interviews management about past results, industry conditions and the business outlook. They then develop an appraisal valuation using one or more of the following methods: discounted cash flow, net-worth analysis and/or market approach to valuation.	Finance
Telos Capital Management, Inc. Telos Capital Management, Inc. Investment ManagersFinance TCM believes that the key to successful investing lies in establishing and adhering to a solid long-term investment plan, and that prudent diversification across multiple asset classes can optimize the risk and potential return of a portfolio. Depending on a client’s investment objectives, the firm may utilize multiple asset classes, investment styles, market capitalizations, sectors, and regions to provide diversification. Their investment process relies upon in-depth fundamental research to actively select securities for client accounts. They base investment decisions on a combination of bottom-up fundamental research, coupled with top-down macro-economic analysis.	Finance
University of Iowa University of Iowa Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services