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  1. 1. money.cnn.com
    money.cnn.com/2008/08/11/marke - [Cached]

    Published on: 8/11/2008   Last Visited: 8/11/2008

    Due to a sense that demand is decreasing, "all these supply disruptions are being ignored in the great outflow of money out of commodities," said David Levy, portfolio manager at Kenjol Capital Management.

    He said the market is experiencing some sector rotation, with money coming out of oil and other commodities and going into healthcare and technology.Investors have even been dipping their toes into financials a bit lately, although he says that the sector remains unstable.

    "Basically, what the market loved going into the quarter it now hates and vice versa," he said.
  2. 2. www.kenjol.com
    www.kenjol.com/whatwedo.asp?SP - [Cached]

    Published on: 7/23/2008   Last Visited: 7/23/2008

    David H. LevyAs Portfolio Manager with Kenjol Capital Management, David is responsible for researching and analyzing investment opportunities as well as executing trades and directing IPO participation on behalf of clients.David is instrumental in maintaining and updating the KCM Investment Portfolio Composites through accurate, informed assessments.He also implements Kenjol's time-tested investment strategies and supervises Fidelity's custodial relationship with Kenjol Capital Management. Prior to joining Kenjol Capital Management over three years ago, David interned at Wells Fargo Investments where he performed financial investment research and analysis.David has an entrepreneurial side having formed D&E Partners in late 2003.He regularly attends finance and accounting training programs through Fidelity to stay informed and up-to-date about changes and opportunities in the marketplace. David attended The University of Texas at Austin and graduated with Honors with a Bachelor of Business Administration in Finance.He was the Risk Management Chairman of Zeta Beta Tau Fraternity and was instrumental in bringing the Caravan for Democracy program, which fosters discussion about the Middle East at college campuses by featuring different speakers from Israel, to campus. He is currently a member of Austin's Young Men's Business League.He also has participated in various volunteer activities through religious organizations including Congregation Agudath Jacob, and Friends Through the Generations / Bikor Cholim, where for two years he helped organize and supervise a program to visit the sick and elderly. David enjoys watching and playing sports, following University of Texas athletics teams, and playing the violin.He also has spent time traveling extensively throughout the U.S. and Europe.
  3. 3. www.kenjol.com
    www.kenjol.com/whatwedo.asp?SP - [Cached]

    Last Visited: 7/23/2008

    Portfolio manager David Levy provides insight on the day's market action, with a pullback in oil prices taking investors' attention away from disappointing earnings reports and helping markets to steady before staging a late-day rally.
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    Portfolio Manager David Levy contributes an article on the investment opportnuity in foreign currencies, as the US Dollar continues to decline in relative value.
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    Portfolio manager David Levy joins host Phil Gregory as a guest on Bloomberg Radio's "The Bloomberg Countdown."
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    Portfolio Manager David Levy contributes an article on the potential opportunities for investment in the high-yield bond market.
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    Portfolio manager David Levy discusses 401 (k) investing, and offers advice on how a young investor should approach their investment decisions.
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    Portfolio manager David Levy is the featured guest on Bloomberg Radio's "The Final Word."He discusses financial sector news affecting the market including the foreign capital injection into Merrill Lynch.David also discusses retail expectations for the holiday season and sectors he favors in 2008.
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    Portfolio manager David Levy provides commentary on current market conditions with Tuesday's rebound led by the technology and financial sectors.
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    Contributing writer David Levy discusses the first exchange-traded fund (ETF) with exposure to small-cap emerging market stocks and the potential benefits to this unique combination of market capitalization and geographical region.
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    Contributing writer David Levy discusses investor's ability to capitalize on the global technology trend and ETF's to implement.

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