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    Robert Van Voorhis

    Research Analyst at Vanatoc Capital

    Robert Van Voorhis is the Founder & CEO of Vanatoc Capital Management, where he serves as an investment adviser specializing in small-cap equities with a particular focus on companies such as BK Technologies Corp. He has actively covered at least two companies, frequently participating in earnings calls and conducting in-depth company-specific research, though public quantitative performance metrics are not disclosed. Van Voorhis has overseen Vanatoc Capital since before March 2025, managing $12.5 million in assets as reported in the firm's most recent SEC Form ADV filing, and he is a registered Investment Adviser Representative holding CRD# 6340038. His professional credentials are confirmed by FINRA and SEC registrations, and he is recognized for his methodical approach and regular engagement with corporate management teams.

    Robert Van Voorhis's questions to BK Technologies (BKTI) leadership

    Robert Van Voorhis's questions to BK Technologies (BKTI) leadership • Q1 2025

    Question

    Robert Van Voorhis of Vanatoc Capital questioned the recent increase in SG&A expenses, asking about the long-term target for SG&A as a percentage of revenue and the portion of current SG&A being expensed for new product development like the BKR 9500.

    Answer

    CFO Scott Malmanger explained that the SG&A structure is largely fixed but will experience some lumpy increases in 2025 due to strategic investments in marketing and R&D. He anticipates achieving operating leverage over the long term as revenue grows. While not providing a specific breakdown, he noted that some, but not all, new product development costs can be capitalized, and directed the analyst to the company's 10-Q filing for more details on engineering expenses.

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    Robert Van Voorhis's questions to ALLIENT (ALNT) leadership

    Robert Van Voorhis's questions to ALLIENT (ALNT) leadership • Q1 2025

    Question

    Robert Van Voorhis asked about the expected operating leverage as revenue begins to ramp and whether significant new investments in SG&A would be required.

    Answer

    Executive James Michaud responded that the company remains focused on its 'Simplify to Accelerate NOW' program and managing debt. He indicated that the priority is to manage cash flow and make strategic investments where appropriate, implying a focus on leveraging the existing cost structure rather than significant SG&A expansion.

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    Robert Van Voorhis's questions to ALLIENT (ALNT) leadership • Q3 2024

    Question

    Robert Van Voorhis of Vanatoc Capital Management inquired about the sustainability of the favorable product mix that benefited gross margins in the quarter. He also asked for clarification on the implementation timing of the second $5 million in cost savings from the 'Simplify to Accelerate NOW' program.

    Answer

    James Michaud, CFO, stated that management is excited about the future product mix, driven by expected growth in the data center space and a more selective approach to taking on new projects. He confirmed that the second $5 million in cost savings were implemented towards the end of Q3. Richard Warzala, Chairman, President and CEO, added a reminder that there are one-time costs associated with these savings that will impact results before being adjusted out for metrics like adjusted EBITDA.

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