Geneva Capital Management LLC

Geneva Capital Management LLC

Geneva Capital Management LLC

Date Founded



100 East Wisconsin Avenue,Suite 2550,Milwaukee, WI 53202-4110

Type of Company


Employees (Worldwide)



Investment Services & Portfolio Management

Company Description

Geneva Capital Management (GCM) specializes in making growth stock investments in US companies and offer five styles of growth-stock investing: Small-Cap, Small/Mid-Cap, Mid-Cap, Large-Cap and All-Cap. They select investments based primarily on fundamental analysis, rather than market timing. GCM also offers investments in taxable and tax-exempt fixed income securities. For fixed income investments, they use corporate bonds, municipal bonds, government securities and bank certificates of deposit. GCM may use other types of fixed-income securities based on the needs and objectives of particular clients. The firm also provides their model portfolio to a small number of financial firms.For equity securities, GCM employs fundamental analysis to identify high quality companies with superior management teams, leadership positions in their industries, low debt, and consistent earnings growth. GCM believes that investing in proven, high quality companies can lead to superior returns with below average risk over the market cycle. They generally do not invest in IPOs, companies with headquarters outside the US whose management teams do not operate in the US and whose equity securities do not trade on a US exchange, highly leveraged companies, or turnaround situations. GCM generally purchases stocks with the intent of holding them for long periods of time.For fixed income securities, GCM engages in fundamental fixed income analysis to identify high quality debt issuers with superior management teams, low leverage and consistent earnings. In addition, they apply traditional credit analysis to assess the capacity, collateral and character of each issue. GCM generally purchases fixed income securities with the intent of holding the investments until maturity.

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Executives & Employees


Head of Institutional Operations, Milwaukee

Managing Principal & Portfolio Manager

Account Coordinator

Director-Consultant Relations & Product Specialist

Principal & Portfolio Manager

Portfolio Manager

Vice President-Portfolio Administration

Senior Trader

Senior Trader

Board of Directors

Former Executive Director at Valartis Group AG

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Recent Transactions
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Henderson Global Investors, Janus Henderson Group Plc purchase Geneva Capital Management LLC

Transaction Advisors
Investment Advisor

Advised onHenderson Global Investors, Janus Henderson Group Plc purchase Geneva Capital Management LLC


OPERS places contributed funds in income-producing investments that meet the requirements of Ohio law. Investment decisions are made by the Retirement Board on the recommendation of the system's professional staff and outside investment advisors. Investment activities are monitored by the Investment Committee. OPERS evaluate proposals requiring Board action and makes recommendations for consideration by the Board. Through its activities, OPERS represents the interests of the Board in all investment-related matters. OPERS's investment approach combines fundamental research with a top-down overlay process. They take a contrarian approach that seeks to identify US stocks with negative Wall Street perceptions, low price-to-book values and catalysts that will lead to increases in earnings growth and prices.

To provide support to Indian Community School, Inc.

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