Katie Advena

Research Analyst

Start Date
Industry: 2007
KAR: 2015
Research Experience: 2011
Sector Coverage

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

  • 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 dull moment!

This information is being provided by KAR for illustrative purposes only. Information contained on this site is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date of the material, and KAR does not undertake to update the information presented should it change. This information is based on KAR’s opinions at the time of the publication of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein.  The information provided here should not be considered to be insurance, legal, or tax advice and all investors should consult their insurance, legal, and tax professionals about the specifics of their own insurance, estate, and tax situations to determine any proper course of action for them. KAR does not provide insurance, legal, or tax advice, and information presented here may not be true or applicable for all investor situations. Additional information about KAR’s services and fees may be found in KAR’s Part 2A of Form ADV, which is available upon request or can be found at https://kayne.com/wp-content/uploads/ADV-Part-2A.pdf.

Contact Katie Advena

Oops! We could not locate your form.