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Introducing Van Dien

Asset Management LLC

After working for more than 20 years

for large institutional Wall Street firms,

Kent Blair, CFA, has created a more

personal and entrepreneurial venture.

Van Dien Asset Management LLC is the Equity Management


result. Here, Kent puts to work his Built on Integrity
significant portfolio management and
and Experience
research analyst skills to construct high

quality technology-focused equity portfolios

in an effort to deliver superior returns.

Van Diens team is also comprised of

Beth Blair, a former institutional equity

salesperson. While serving as Executive

who is committed to high standards?


Director at CIBC Oppenheimer, Beth

Looking for an investment advisor


was responsible for such major money
Van Dien Asset Management LLC

managers as Merrill Lynch Asset


Ridgewood, New Jersey 07450-3315

Management, U.S. Trust, TIAA-CREF,

and the State Teachers Retirement


78 North Van Dien Avenue

System of Ohio.
www.vandienasset.com
c/o Kent Blair, CFA

This brochure is for informational purposes only and


is not intended to and does not provide legal, tax, or
investment advice.
The Benefit Why Invest in Technology, Why Our CFA
of Experience Media and Telecom? Credential Matters
At Van Dien Asset Management LLC, we believe In todays Information Age, the convergence of Todays financial markets demonstrate the impor-
that fundamental research combined with active computing technologies, media content, and tance of having reliable evidence of your financial
portfolio management is essential to drive superior communication networks is increasingly evident. advisers integrity, experience, and commitment.
returns. Since the early 1990s, Kent Blair, CFA, We believe that understanding each of the various Among the credentials that financial professionals
has served as the technology-media-telecom (TMT) TMT segments leads to informed insights across may hold, none are more highly regarded than or
equity analyst for major buy-side investment the entire TMT universe. Van Diens investment as rigorously focused on investment knowledge as
managers. Prior to that, he served as a portfolio manager has leveraged these synergies as a TMT the Chartered Financial Analyst designation. CFA
manager within The Bank of New Yorks institutional analyst for nearly twenty years. Other reasons charterholders embody the following core tenets:
and high net worth asset management divisions. why focused TMT portfolios should be part of a
Ethics. Every CFA charterholder is required to
comprehensive investment strategy include:
We understand the technological challenges, annually sign a statement declaring adherence to
the regulatory landscape, and the competitive Innovation is a Key Driver of Economic Growth. the CFA Institute Code of Ethics and Standards of
forces that serve as a backdrop for investing in Business process improvements and technological Professional Conduct.
the dynamic TMT arena. advancements are the primary drivers of improving Knowledge and Experience. Every CFA charter-
productivity across industries and advancing the
We also understand how the daily information holder has at least four years of industry experience
worlds standard of living.
flow affects the global equity markets. Armed and has passed 18 hours of rigorous examinations.

with extensive relationships throughout the TMT Large Percentage of Equity Market. Technology Global Relevance. The CFA charter has become the
investment field, Mr. Blair strives to stay a step is, in fact, the largest sector within the S&P 500 global professional investment credential. There are
ahead of the investment community. and the greater TMT arena represents about CFA charterholders in more than 130 countries, with
one-third of the S&P 500 index. increasing demand worldwide for the CFA program.
This ongoing process of information analysis,
coupled with our concentrated focus on TMT, Strong Balance Sheets. 75% of technology Recognition. The Economist has called the CFA
should allow for superior investment decision companies in the S&P 500 have cash balances credential the gold standard of the investment
making and higher returns over various greater than debt versus just 27% for the overall industry.
market cycles. S&P 500.
Learn more at CFAInstitute.org

It Starts with a Conversation


To learn how you can benefit from focused
equity management based on integrity and
experience, please contact us at:
kentblair@vandienasset.com or call
(201) 857-2628.