Going Against the Trend with a Buy-and-Hold Strategy

General Investing >> Money Manager Interviews >> November 16, 2018

Roland Underhill is Principal Managing Director at Underhill Investment Management, LLC. He joined Underhill Investment Management, LLC in 2009 after more than 45 years in the investment business in Los Angeles, New York and Marin County, California. He was a general partner with Lateef Investment Associates from 1994 to 2007, during which time firm assets rose from $189 million to over $5 billion. From 1991 to 1994, Mr. Underhill was a principal and senior vice president at Van Kasper Securities, a San Francisco-based brokerage firm, where he did research, brokerage, corporate finance and managed the Los Angeles office. In 1989 and 1990, he was a principal and co-founder of Wilkinson & Underhill, a small Los Angeles investment management firm. From 1985 to 1989, Mr. Underhill helped manage Concord Partners, the venture capital arm of Dillon Read & Co. Early in his career, in 1961, Mr. Underhill entered the securities brokerage industry with Hill Richards & Co., a Los Angeles-based brokerage house, until 1964 when he joined Crowell Weedon & Co., another Los Angeles-based regional brokerage firm, in a similar capacity. By 1967, Mr. Underhill was named Head of Research, and in 1969, he was elected a general partner in the firm, where he remained until he resigned in 1985 to go to Dillon Read & Co. as a senior vice president. Mr. Underhill has made numerous contacts in various industries and companies and in Wall Street, and he has analyzed hundreds of companies, met with an enormous number of company managers and personnel, and extensively networked all these contacts. Mr. Underhill brings this wealth of experience for the benefit of the company’s clients. Mr. Underhill earned a B.S. in accounting and finance from UCLA where he was a three-year letterman on the UCLA basketball team under legendary coach John Wooden. Profile

Benjamin Miller is Managing Director at Underhill Investment Management, LLC. He joined Underhill Investment Management as an investment professional in the fall of 2013 with over 20 years' experience in the investment industry. Prior to joiningUnderhill Investment Management, Mr. Miller was a portfolio manager with Seasons Capital and Millennium Management. He entered the securities industry in 1992 with Cowen and Company and has in-depth analysis experience in a variety of industries. Prior to entering the securities industry, Mr. Miller developed business operational experience as a retailer in the sporting goods industry. Mr. Miller earned a B.A. in economics from Oberlin College. He lives in San Francisco with his wife and two daughters. Profile

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TWST: Could you tell me a little bit about the firm?

Mr. Underhill: The firm was started in 2013, and it was a follow-on to a predecessor firm

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Going Against the Trend with a Buy-and-Hold Strategy

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