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Balcones Investment Research

Balcones Investment Research features Randy Bateman, CFA as principal agent. His qualifications include:

40 Years of Investment Management Experience

Member Board of Directors of CNG Holdings in Cincinnati

Managed a 5 Star Morningstar Equity Mutual Fund

Responsibilities include management of $15 billion in fiduciary assets

Listed as one of the top 100 fund managers of 2006 by Barrons Magazine

Certified as Investment Expert by NASD legal panel

Only 2 time American Banker Magazine Masters of Mutual Fund winner

Frequent guest expert on CNBC, Bloomberg TV and Radio and Fox Business

Chartered Financial Analyst designation. BA in Economics from North Carolina State University

2005 Lipper Performance Achievement Certificate for number one performing small cap fund

Shared podiums with Dr. Art Laffer and Louis Rukeyser and Ben Stein

Rang the opening bell of the NYSE on September 7, 2012

Publishing data supplied to Crain's Chicago Business, Crain's NY, Crain's Detroit, The Boston Globe, The Los Angeles Times, Miami Herald, San Jose Mercury News, American Banker Newspaper, Quincy MA Patriot Ledger.

White paper on Fed Policy and Robotics appeared as cover article in the CFA Digest, Sept-Oct 2015 edition

Member American Economic Association; Robotic Industries Association.

The Bot Brief is a weekly newsletter on robotics research and investment and is available by subscription only. Since mid 2017, the Robotic Industries Association has carried the publication on the front page of their official website.

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