Katie Advena
Research Analyst

Research Experience Start Date: 2011

KAR Start Date: 2015

Sector Coverage: Mid and large-capitalization portfolios in the consumer staples, healthcare, industrials and materials sectors

Education: MBA, Amos Tuck School of Business, Dartmouth College

Bachelor and Master of Macro Economics – Institute of World Economy and Informatization, Moscow, Russia

Prior Work Experience:
Research Analyst – Mission Value Partners
Equity Research Analyst – Bloomberg

What Do You Enjoy Most About Your Job:
I love investing and studying various business models. I try to uncover why some companies succeed and others fail, what triggers that loss of a competitive position, and what the warning signs are. It’s exciting, intellectually rewarding and humbling, often all at the same time!

What Do You Enjoy Most About Working at KAR:

KAR is unique because of the people. Everyone is a true professional, passionate about what they do and will go out of their way to help one another. It creates an incredible environment.

From a professional standpoint, I highly value that KAR’s investment philosophy closely aligns with my own. This alignment makes searching and recommending new ideas easy and natural as I’m choosing the same companies I would for my own portfolio.

What Are You Involved in Outside of Work:
Outside work, I enjoy spending time with my family. I have two kids, ages 16 and 2. It’s incredible to see them go through very different stages of development. With one we might be learning about colors and shapes, and with the other, discussing a possibility of eternal life by means of downloading a mind into a computer. Never a lull moment!


Read more of the latest insights from our Investment Management experts

Learn more about our investment strategies

For additional information about quality investing, contact our investment team today