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Ken Kailin
Senior Portfolio Manager and Executive Vice Presidient at Oak Ridge Investments LLC
About
Ken Kailin is Executive Vice President and Senior Portfolio Manager at Oak Ridge Investments LLC, based in Northbrook, IL. Since joining the firm in 2002, he has been a key member of the executive team, co-managing the Mid Cap Growth equity strategy and contributing to equity research across the firm’s investment platforms. As a member of the firm’s Executive Committee, he oversees portfolio construction and investment decisions for a range of U.S. equity strategies, including Mid Cap Growth, Small/Mid Cap Growth, Large Cap Growth, All Cap Growth, and Dividend Growth, focusing predominantly on growth-oriented U.S. equities.
Kailin’s specific expertise centers on fundamental equity analysis and portfolio management within the mid- and small-cap segments, leading Oak Ridge’s Mid Cap Growth investment strategy to target companies with strong earnings growth and robust fundamentals. His investment process seeks companies with sustainable business models and competitive positions within their sectors, leveraging a rigorous, research-driven approach. While his primary focus is U.S. equities, the strategies he manages may also include allocations to ADRs of non-U.S. based companies traded on U.S. exchanges.
Prior to Oak Ridge, Ken Kailin served as a partner and portfolio manager at Skyline Asset Management, where he was responsible for small-cap growth portfolios, and earlier as a portfolio manager and senior research analyst at Mesirow Financial. He holds an MBA in Finance from the University of Chicago and a BS in Finance from Indiana University, and is a CFA charterholder, reflecting his deep expertise in security analysis and portfolio management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Oak Ridge Investments | Senior Portfolio Manager and Executive Vice Presidient | Apr 2002 to Present | Lead Portfolio Manager for the Oak Ridge Mid Cap Growth Equity Portfolio. Additional duties include Senior Industrial Analyst, Senior Energy Analyst, and Executive Committee Member for the firm's over... |
| Skyline Asset Management | Senior Portfolio Manager | Jan 1995 to Apr 2002 | — |
| Mesirow Financial | Portfolio Manager and Senior Reseach Analyst | Mar 1987 to Jan 1995 | — |
Education
University of Chicago
MBA, Finance
1986 — 1989
Indiana University Bloomington
BS, Business - Finance
1977 — 1982
Skills & Expertise
Others at Oak Ridge Investments LLC (9)
| Name | Role | Location |
|---|---|---|
A Andrea Wirth | Research Associate | Chicago, IL , United States |
A Anne Finley | Trader | Chicago, IL , United States |
| Vice President, Investment Analyst | Chicago, IL , United States | |
D David Klaskin | CIO | United States |
| Head of Trading, Senior Vice President | Chicago, IL , United States | |
G Geroge Allen | partner | Dallas, TX , United States |
| SVP Equity Research - TMT | Chicago, IL , United States | |
| Associate | Chicago, IL , United States | |
M Milt Hohol | Principal | United States |
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