Daniel Kim
Portfolio Manager and Senior Investment Analyst at Saturna Capital Corp.
About
Daniel Kim, CFA, serves as the Director of Research and Portfolio Manager at Saturna Capital in Bellevue, WA. He joined Saturna in March 2023 and leads the firm's research efforts while actively managing investment portfolios.
With a career spanning over 19 years in the investment industry, Daniel specializes in research-driven equity and fixed income management, focusing on responsible and values-based investing strategies. At Saturna, he covers global equity markets with an emphasis on sustainable and Sharia-compliant asset classes, contributing to the firm's unique investment approach.
Daniel holds the Chartered Financial Analyst (CFA) designation and is recognized for his expertise in global securities analysis, portfolio construction, and ESG (Environmental, Social, Governance) integration. His leadership and deep sectoral knowledge have been instrumental in shaping investment products aligned with long-term, ethical, and sustainable mandates.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Saturna Capital | Portfolio Manager and Senior Investment Analyst | Mar 2023 to Present | — |
| Blackcrane Capital, LLC | Chief Executive Officer and Chief Investment Officer | Jun 2012 to Mar 2023 | Blackcrane Capital, LLC (Blackcrane) is an investment management firm that provides advisory services to individuals and institutional clients. The company was formed in 2012 as a Washington limited l... |
| Mastholm Asset Management | Portfolio Manager, Director of Research | Mar 2004 to May 2012 | Mastholm is an international, long only, growth manager benchmarked to the MSCI EAFE Growth index. The firm manages an all cap master fund and a concentrated product. Assets under management peaked at... |
| Mastholm Asset Management | Investment Analyst | Mar 2004 to Jan 2006 | Responsibilities included overseeing all financial modeling work done at firm, managing / training two investment analysts, and implementing ad hoc research initiatives. Duties as investment analyst i... |
| Samsung Electronics | Investor Relations | Jun 2002 to Jan 2004 | Led investor relations for Samsung’s North America shareholder base. Acquired industry knowledge in semiconductors, LCD display, telecommunications, and consumer electronics. Worked with investment an... |
| Broadbase Software | Analyst | Jun 2000 to Dec 2000 | Broadbase (BBSW) produced and sold eCRM customer analytics software, and was eventually aquired by Kana Software. Analyzed competitors and performed market research on potential acquisition candidates... |
Education
Cornell University
Master of Engineering, Financial Engineering
2001 — 2002
Cornell University
Bachelor of Science, Operations Research & Industrial Engineering
1997 — 2001
Others at Saturna Capital Corp. (10)
| Name | Role | Location |
|---|---|---|
 | Vice President, Product Development | Bellingham, WA , United States |
E Elizabeth Alm | Portfolio Manager and Senior Investment Analyst | Bellingham, WA , United States |
 | President | Bellingham, WA , United States |
 | Executive Vice President, Portfolio Manager | Bellingham, WA , United States |
 | Vice President Information Technology | Kirkland, WA , United States |
J John Corrieri | Vice President Retirement Services | Bellingham, WA , United States |
 | Senior Investment Analyst | Berlin, Germany |
 | Fixed Income Analyst | Bellingham, WA , United States |
S Sean Spurgin | Portfolio Analyst and Security Data Manager | Bellingham, WA , United States |
Z Zahid Siddique | Senior Equity Analyst, Portfolio Manager | Bellingham, WA , United States |