Amy K. Minella
Managing Partner
BA, Mount Holyoke College
MBA, Stanford University
29 Years of Investment Experience
Amy K. Minella is the managing partner of Cardinal Capital. She is responsible for investment research and portfolio management. Amy has been in the investment industry since 1983. Prior to founding Cardinal in 1995, she was a managing director of Deltec Asset Management where she formed both the high yield management group in 1985 and the value equity group in 1992. Before joining Deltec in 1983, Amy was in the corporate finance department at Merrill Lynch and in the credit department at Chase Manhattan Bank. She holds a BA from Mount Holyoke College and an MBA from the Stanford Graduate School of Business.
Eugene Fox III
Portfolio Manager/Analyst
BA, University of Virginia
MBA, University of Chicago
22 Years of Investment Experience
Eugene Fox III is a partner and managing director of Cardinal Capital responsible for investment research and portfolio management. He has been in the investment industry since 1987. Before joining Cardinal in 1995, he was a managing director of Deltec Asset Management. Gene joined Deltec in 1993 from D.S. Kennedy & Co., a value equity firm, where he was an investment analyst for two years. He was with FMC Corporation from 1984 to 1991, where his positions included director of pension investments and manager of corporate finance. Gene holds a BA from the University of Virginia and an MBA from The University of Chicago Graduate School of Business.
Robert B. Kirkpatrick, CFA
Portfolio Manager/Analyst
BA, Williams College
Chartered Financial Analyst
24 Years of Investment Experience
Robert B. Kirkpatrick, CFA, is a partner and managing director of Cardinal Capital responsible for investment research and portfolio management. He has been in the investment industry since 1985. Prior to joining Cardinal in 2000, he was a co-founder of Breeco Management L.P., a value-oriented equity investment firm. Previously, he held senior investment positions at Unifund S.A., a global private investment company, Bigler Investment Management and CIGNA Corporation. Rob received his BA in economics from Williams College and holds the CFA professional designation.
Rachel D. Matthews
Portfolio Manager/Analyst
BA, Columbia University
MBA, New York University
18 Years of Investment Experience
Rachel D. Matthews is a portfolio manager/research analyst at Cardinal Capital. She has been in the investment industry since 1989. Prior to joining Cardinal in 2001, she was a high yield bond trader at Oppenheimer Funds, Inc. from 1996 to 1999. She traded U.S. government securities at HSBC Securities from 1994 to 1996. Previously, she was a private placement credit analyst at the Mutual Life Insurance Company of New York. Rachel holds a BA from Columbia University and an MBA from New York University.
Chitra Sundaram
Senior Research Analyst
BComm, University of Pune
MBA, New York University
10 Years of Investment Experience
Chitra Sundaram joined Cardinal Capital in 2005 and is a senior research analyst. She has been in the investment industry since 1998. Chitra's previous buyside experience includes work as a senior consumer analyst at J.P. Morgan Fleming Asset Management. She also covered commercial printing and publishing small and mid cap stocks as a sell-side analyst for four years at Goldman Sachs & Co. Before her move to the U.S., Chitra worked as a senior management accountant for ANZ Grindlays Bank in India and as a senior audit officer for M/s Sharp & Tannan, India's fifth largest audit firm. She is a Chartered Accountant (India) and has an MBA from New York University.
Christopher W. Robertson
Research Analyst
BA, University of Rochester
MBA, Columbia University
10 Years of Investment Experience
Christopher W. Robertson joined Cardinal Capital as a research analyst in 2007. He has been in the investment industry since 1997. Prior to joining Cardinal, he worked at Credit Suisse from 2000 to 2007 as an analyst on the HOLT team (CS's proprietary valuation and strategy group) and on both the media and transportation sell-side research teams. Previously, he was a member of Prudential Securities auto sell-side research team. Chris holds a BA from the University of Rochester and an MBA from Columbia University Graduate School of Business.
Kathleen C. Gray
Trader
BS. Rowan University
19 Years of Investment Experience
Kathleen C. Gray joined Cardinal Capital as a trader in 2007. She has been in the investment industry since 1986. Previously she was an equity trader for Simms Capital Management. Before joining Simms Capital she worked on the corporate fixed income desk at Smith Barney. Kathleen holds a BS from Rowan University and the Series 65 license.
