Rick Tauber

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Consumer Services

Profile

Rick Tauber worked as an Analyst at Stein Roe & Farnham, Inc. from 1998 to 2003, at MetLife, Inc. from 1990 to 1997, at Grace Brothers Management LLC from 2004 to 2007, and as a Consultant at DLS Capital Management LLC in 2008.
He also worked at Morningstar, Inc. (Research) from 2010 to 2019, where he held the position of Senior Vice President from 2016 to 2019.
Tauber received his undergraduate degree from the University of Illinois and his MBA from the University of Michigan.

Former positions of Rick Tauber

Companies	Position	End
Morningstar, Inc. (Research) Morningstar, Inc. (Research) Investment ManagersFinance Provides investment research	Analyst-Fixed Income	01/05/2019
DLS Capital Management LLC DLS Capital Management LLC Investment ManagersFinance DLS Capital Management invests in deeply undervalued asset classes and companies in the global securities market. They employ a bottom-up, opportunistic investment approach that seeks to generate superior returns by identifying special situations and sectors through disciplined research. DLS seeks to identify sectors and securities with dislocated valuations, situations where public market values vary substantially from their assessment of private valuations.	Corporate Officer/Principal	31/12/2008
Grace Brothers Management LLC Grace Brothers Management LLC Investment ManagersFinance Grace Brothers Management focuses on event-driven and arbitrage investment opportunities. Though not limited by sector, the firm tends to invest in the stocks of US small-cap and mid-cap stocks in the finance, producer manufacturing, consumer durables, electronic technology and healthcare technology sectors. Grace Brothers Management maintains a very high turnover rate	Analyst-Fixed Income	31/12/2007
Stein Roe & Farnham, Inc. Stein Roe & Farnham, Inc. Investment ManagersFinance Provides insurance and investment products	Corporate Officer/Principal	31/12/2003
METLIFE, INC.	Corporate Officer/Principal	31/12/1997

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Linked companies

Private companies	7
Stein Roe & Farnham, Inc. Stein Roe & Farnham, Inc. Investment ManagersFinance Provides insurance and investment products	Finance
MetLife, Inc. MetLife, Inc. Multi-Line InsuranceFinance Provides insurance, annuities, employee benefits and asset management services	Finance
Grace Brothers Management LLC Grace Brothers Management LLC Investment ManagersFinance Grace Brothers Management focuses on event-driven and arbitrage investment opportunities. Though not limited by sector, the firm tends to invest in the stocks of US small-cap and mid-cap stocks in the finance, producer manufacturing, consumer durables, electronic technology and healthcare technology sectors. Grace Brothers Management maintains a very high turnover rate	Finance
DLS Capital Management LLC DLS Capital Management LLC Investment ManagersFinance DLS Capital Management invests in deeply undervalued asset classes and companies in the global securities market. They employ a bottom-up, opportunistic investment approach that seeks to generate superior returns by identifying special situations and sectors through disciplined research. DLS seeks to identify sectors and securities with dislocated valuations, situations where public market values vary substantially from their assessment of private valuations.	Finance
University of Illinois University of Illinois Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Michigan University of Michigan Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Morningstar, Inc. (Research) Morningstar, Inc. (Research) Investment ManagersFinance Provides investment research	Finance

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