Our leadership assures that analysts first prove their investment skills and insights by establishing long-term track records managing their own or model portfolios. Together, the principals of Marketocracy Capital Management LLC have a combined experience of over 60 years in the investment community.
Ken Kam is CEO and founder of Marketocracy Inc., as well as Portfolio Manager at Marketocracy Capital Management LLC. With nearly two decades as a leader and innovator in the investment management industry, Ken served as CEO and co-founder of Firsthand Funds; co-portfolio manager of the Technology Value Fund (the number one fund in the country for its first three and five years); and co-founder of Novoste Corporation, a medical products company now owned by Boston Scientific. He graduated magna cum laude with a BSc in finance from Leavey School of Business at Santa Clara University and received his MBA from Stanford Graduate School of Business.
Robert M. McCarthy, Sr.
Robert McCarthy is president of Marketocracy Inc., as well as director of two privately held firms. A successful entrepreneur and businessman from Fort Worth, Texas, Bob brings a great depth of strategic insight, leadership skill, and over 27 years of business management expertise to the company. His entrepreneurial ventures include the formation of four profitable start-ups in construction, retail, and manufacturing, one of which was sold to a Fortune 500 company, Leggett & Platt. Through his various business endeavors, Bob has amassed extensive experience in growing and enhancing teams and companies. He has been putting this experience and skill to use for Marketocracy since he joined the company in 2009.
Thomas Krouse, CFA
Thomas Krouse, CFA, is executive vice president and portfolio manager at Marketocracy Capital Management LLC. He has over 16 years of finance and investment management experience in North America and Europe. As portfolio manager at Marketocracy Capital Management LLC Thomas primarily handles separate accounts in energy, Russia-focused, and global balanced strategies. Prior to joining Marketocracy, Mr. Krouse was the COO and Tactical Portfolio Manager at Connective Capital Management, LLC in Palo Alto. He also served as COO, CCO and CFO at Parallax Fund, L.P., a relative value volatility trading hedge fund and S.E.C. registered broker dealer in San Francisco. From January 2004 until joining Parallax in June 2004, Mr. Krouse was a Professor of Finance, Economics and Accounting at Moscow University Touro in Moscow, Russian Federation. Mr. Krouse was named a CFA Charter holder in 1997 and earned an MBA from the University of Southern California. He also has studied at Thomas Jefferson School of Law in San Diego and holds a BA degree in Economics from Stanford University. Mr. Krouse’s work in the hedge fund industry began in 1992 at Montgomery Securities/SiMont Advisors. His roles over the years have included that of SEC Registered Investment Advisor, Co-Manager of Palomar Offshore Partners,Ltd., and President & CEO of Palomar Capital Management, Inc. He has also previously worked as an Analyst and Director of Hedge Fund Operations at Pilgrim Baxter & Associates and as COO at Meisenbach Capital Management. Since 1999, Mr. Krouse has provided investment advisory, business strategy, and executive-level management consulting services on a global basis with The Konodomo Group to clients in many industries including Trade Liaison Inc., FutureTrade Technologies, Inc., NewTech Infosystems, and Telecom Partners Group.
Alan K. Stebbens
Alan Stebbens is CTO for Marketocracy Data Services LLC. Alan has over 30 years of experience in providing technical solutions to business problems in academic, government and commercial environments. As a technical product manager for high-performance, “carrier-scale” mobile and web-based messaging products, Alan successfully negotiated technical messaging standards with the world’s major mobile network operators and handset manufacturers in order to ensure email compatibility, providing improved adoption and usage. Alan developed his systems and network operations expertise while managing campus-wide networks and computing infrastructures and developing software at the University of California Santa Barbara and the University of Maryland. Part of Alan’s government-related work occurred at NASA Goddard Space Flight Center, where he led a software tools development team as part of the Apollo Mission support team.
To obtain a prospectus containing more complete information about the Masters 100 Fund, including fees and expenses, please call 888-884-8482 or see our prospectus online. Please read the prospectus carefully before investing. The Masters 100 Fund is distributed by Rafferty Capital Markets, LLC.
For more complete information about a separately managed account including fees and expenses, please call 877-462-4180 or click here. Please review the information carefully before investing.