The portfolio management team has extensive experience with institutional investor mandates and has one of the longest track records in the nation in the covered call space. Van Hulzen’s three person team consists of Craig Van Hulzen, John Pearce and Stefan ten Brink. Mr. Van Hulzen has spent his career working with options and specifically building and managing covered call portfolios, while Mr. Pearce and Mr. ten Brink have spent their careers in fundamental equity analytics. Prior to joining Van Hulzen, Mr. Pearce was an investment banker in New York and Mr. ten Brink was an institutional portfolio manager in Amsterdam. Both managers moved their families to Northern California to join Van Hulzen Asset Management.
OPTIONS & RISK MANAGEMENT
Craig Van Hulzen, Founder & CEO
Mr. Van Hulzen started the business in 1998. He serves on the Board and oversees the equity and covered call investment process. Mr. Van Hulzen is a former risk management consultant and expert witness for numerous state pensions.
Mr. Van Hulzen holds a B.A. in Business Finance from Point Loma Nazarene University.
John R. Pearce, President of the Sub-Advisory Business
Mr. Pearce joined the Firm in February 2008. He co-manages the Firm’s equity and covered call strategies and serves on the Board.
Prior to joining Van Hulzen, Mr. Pearce was a Director in the Investment Banking division of Credit Suisse Securities. Prior to Credit Suisse, he was an equity analyst at HOLT.
Mr. Pearce holds a B.A. in Economics from the University of Virginia and a M.S. in Accounting from the College of Charleston.
FUNDAMENTAL ANALYSIS / PORTFOLIO CONSTRUCTION
Stefan ten Brink, Managing Director & COO of the Sub-Advisory Business
Mr. ten Brink joined the Firm in January 2011 from Petercam Asset Management in Amsterdam. He has 19 years of investment advisory experience, having co-managed the Ahold Pension Fund prior to joining Petercam. He has 10+ years experience with the Credit Suisse HOLT framework.
Mr. ten Brink holds a degree in Logistics & Economics from Arnhem Business School and an MBA from Nijmegen University. Stefan is a Certified European Financial Analyst (CEFA).
Rhett Beal, Trader and Research Analyst
Rhett Beal has worked at Van Hulzen Asset Management since July of 2012. He provides fundamental research support and helps trade the firm’s equity portfolios. He holds a B.S. in Accounting from Point Loma Nazarene University.