Advisor at Applied Fundamental Research, LLC
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Firm
Applied Fundamental Research, LLC
Location
Cambridge, MA 02138
Credentials
CFA®
Industry experience
10 years
Theodore Wagenknecht is a CFA® charterholder with 10 years of experience in investment management. He has been with Applied Fundamental Research, LLC since 2013. Applied Fundamental Research, LLC serves pooled investment vehicles and institutional investors, primarily managing approximately $150 million in assets. The firm employs an opportunistic value investment approach based on fundamental due diligence, offering both long-short and long-only strategies focused on capital preservation and research-intensive equity investments.
Based on Applied Fundamental Research, LLC
20% performance allocation on net profits for Funds; up to 20% performance fee on net profits for separately managed accounts.
Account minimum: $500,000 for Funds; $1,000,000 for separately managed accounts (minimums may be waived at AFR's discretion)
10 Arrow Street
Cambridge, MA 02138
Massachusetts
Applied Fundamental Research
2013 - Present (13 years)
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I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.
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