
Mr. Slome is a CFA charterholder (Chartered Financial Analyst), a CFP®certificant (CERTIFIED FINANCIAL PLANNER®), and a member of the CFA Institute and the FPA® (Financial Planning Association®). Mr. Slome has worked in the investment industry since 1993, and Bloomberg ... more
Mr. Slome is a CFA charterholder (Chartered Financial Analyst), a CFP®certificant (CERTIFIED FINANCIAL PLANNER®), and a member of the CFA Institute and the FPA® (Financial Planning Association®). Mr. Slome has worked in the investment industry since 1993, and Bloomberg identified him as the second youngest manager among the largest 25 actively-managed U.S. mutual funds in 2005. Mr. Slome has also been a media go-to resource. He has been seen onABC News and quoted in The Wall Street Journal, USA Today, The New York Times, Dow Jones, Investor’s Business Daily, Bloomberg, and Smart Money, among other publications. Besides his work at Sidoxia, Mr. Slome is an instructor at the University of California, Irvine extension department, where he teaches the Advanced Stock Investment course.
Work History and Education
Prior to founding Sidoxia Capital Management, Mr. Slome served as Portfolio Manager on American Century Investments’ largest mutual fund, Ultra, from October 2002 through August 2007. As the senior Portfolio Manager on Ultra in 2007, Mr. Slome was responsible for day-to-day trading and marketing duties. Ultra at times exceeded $20 billion in assets and was among the nation’s top 10 Large Cap Growth funds according to the assets under management during his tenure. Mr. Slome also served as Portfolio Manager on the Select fund (Large Cap Growth) for a brief period after acting as Investment Analyst on Ultra, where he covered a broad set of industries from mid-1998 through mid-2002.
Before joining American Century Investments in 1998, Mr. Slome worked as a Research Analyst at William O’Neil & Company, Inc. from 1993 through 1996.
Mr. Slome earned a master’s degree in business administration with a concentration in finance from Cornell University (1998) and a bachelor’s degree in economics from the University of California, Los Angeles (1993).
lessAAPL | Apple Inc. |
AMZN | Amazon.com Inc. |
BX | The Blackstone Group L.P. |
C | Citigroup Inc. |
FB | Meta Platforms, Inc. (Formerly Facebook, Now META)) |
GLD | SPDR Gold Trust ETF |
GS | Goldman Sachs Group Inc. |
GULF | WisdomTree Middle East Dividend Fund |
GXG | Global X/InterBolsa FTSE Colombia 20 ETF |
HLF | Herbalife Nutrition Ltd. |
MCHP | Microchip Technology Incorporated |
MSFT | Microsoft Corporation |
NFLX | Netflix Inc. |
NVEC | NVE Corporation |
PETM | PetSmart Inc |
TIP | iShares Lehman TIPS Bond Fund |
TWTR | Twitter Inc |
WMT | Wal-Mart Stores Inc. |
President/Founder | |
Sidoxia Capital Management, LLC | |
September 2007 - Present (15 years 2 months) | |
Investment Management (High Net Worth Individuals); Manage Hedge Fund; Corporate Retirement Plans; Financial Planning. |
Vice President, Portfolio Manager | |
American Century Investments | |
June 1998 - August 2007 (9 years 4 months) | |
Portfolio Manager on Ultra Fund (reached $20 bil+ during tenure). |
Investment Analyst | |
William O'Neil & Co., Inc. | |
June 1993 - June 1996 (3 years 1 month) | |
Worked as Investment Analyst in the equity research department. |
Cornell University - S.C. Johnson Graduate School of Management | |
MBA, Finance | |
1996 / 1998 | |
Finance |
University of California, Los Angeles | |
BA, Economics | |
1988 / 1993 | |
Economics and a member of Sigma Phi Epsilon fraternity |
How I Managed $20,000,000,000.00 by Age 32 | |
Wade Slome | |
Lulu | |
10/31/2008 | |
What a wild ride it has been. From trading penny stocks in high school stock market competitions after the 1987 Crash , to trading billions of dollars whilst elbowing with the likes of Eric Schmidt (CEO of Google), Jeff Bezos (CEO of Amazon), and John Chambers (CEO of Cisco Systems)...I have seen it all. There is no playbook for managing billions of dollars, starting your own investment firm, and running a hedge fund. My life story has been rather circuitous, taking me everywhere from California to New York and from Australia to China along the way. I even took a nine year pit-stop in America s heartland, where I managed a $20,000,000,000.00 fund at American Century Investments. As a freshly minted MBA grad from Cornell University in 1998, I never expected in my wildest dreams to land on one of the 10 biggest funds in the U.S. America, what a great place to live! My journey eventually sucked me back towards the Pacific Ocean, where I now lead my investment practice. |
Investing Caffeine | |
Wade Slome | |
Sidoxia Capital Management | |
Welcome to Investing Caffeine, a blog written by professional money manager Wade W. Slome, CFA, CFP®. Investing Caffeine will wake up your investment brain by tackling the complex issues of investing and financial planning, with the goal of educating and entertaining your mind. |
Latest Comments
Brexit Briefings
The U.K. has been a reluctant participant in the EU for some time, so I am unaware of any plans of switching from the Pound sterling to the euro currency. Denmark and Sweden are two other EU members, not a part of the eurozone, that are sticking with their home currencies - the Danish krone and the Swedish krona.