| The Lens Investment Team | |
ROBERT A. G. MONKS In 1991, Bob Monks electrified the investing world by running a credible race for director of Sears Roebuck as a unique way of calling attention to that company's failed strategies. Sears changed, as did Eastman Kodak, Westinghouse, American Express and the several other companies in which Monks and Lens asserted their rights as shareholders to require management to account. A successful investor for over forty years - as the founder of Institutional Shareholder Services, the premier proxy advisory firm in the world; the chairman of The Boston Company, a prominent institutional investor now owned by Mellon; and the federal official responsible for administering ERISA-Monks has an unrivaled understanding of how to lead shareholders in cost-effective initiatives to increase value. A consistent record of making money for all shareholders enables Monks to secure a high percentage of support from institutions in new situations. This, in turn, has made it easier to get results faster from boards and managements and a better rate of return for investors.
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![]() Robert A.G. Monks CHAIRMAN |
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JOHN P. M. HIGGINS As the Lens chief investment officer and portfolio manager, John Higgins is responsible for developing and maintaining an active value portfolio that generates a high rate of return with low down-side exposure. While keeping in constant communication with the Lens governance committee regarding each portfolio company's progress, Higgins monitors the performance of the portfolio and the individual securities in the portfolio, with constant attention to surfacing new Lens prospects as other securities reach their target price. Higgins has had broad domestic and international experience as an asset manager of securities, real estate and oil & gas investments. Formerly an officer of Citicorp (Santo Domingo), the Lambert Brussels Corporation (New York), and the Banque de Gestion Privee (Paris), he has for the past half dozen years been president and chief investment officer of Ram Trust Services, a Portland, Maine-based investment management organization. He was both a founding director and chairman of the Executive Committee of Atlantic Bank, N.A., Portland, Maine. Email
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![]() John P.M. Higgins CHIEF INVESTMENT OFFICER |
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RICHARD A. BENNETT Rick Bennett joined Lens in December 1997. He has an extensive background in politics and government service as well as a wide range of private sector experience, including the founding of two successful businesses and the management of several others. Currently a Maine state senator, Bennett also served two terms in the Maine House of Representatives. He received his B.A. with honors from Harvard College in 1986 and is presently pursuing an M.B.A.
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![]() Richard A. Bennett CHIEF ACTIVISM OFFICER |
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ROBERT B. HOLMES Bob Holmes provides inestimable insight on the intrinsic value of potential Lens targets and the means to unlocking that value. He brings an impressive background in financial management to Lens. His experience includes partner at Lazard Freres & Co.; chief financial officer and president of Ticor, the financial services conglomerate; president and chief executive officer of Aristar, Inc., an insurance and consumer loan company in Miami; president of Great Western Financial Corp. in Los Angeles; and managing director of the leveraged-buyout firm Onex Investment Corp. in Toronto. Holmes is also currently a director for Mitsubishi International.
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![]() Robert B. Holmes SENIOR ADVISOR |
| Lens Staff | |
JOHN
B. GOODRICH John Goodrich joined Lens in April, 1996. Goodrich came to Lens with extensive analytic and financial experience acquired while at Chemical Bank, MTDC (venture capital), Digital Equipment Corp., and Boston University. Goodrich received his M.B.A. from the Wharton School in 1986 and his B.A. from Williams College in 1979.
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![]() John B. Goodrich DIRECTOR OF RESEARCH |
RENEE
A. WALKER
Renee Walker
joined Lens in May, 1999. Walker has several years of
analytical and financial services experience gained from various
positions at Unum Corp., Forum Financial Group and Longwood Partners
(Investment Partnership). Renee received her B.S. from the
University of Maine in 1992.
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![]() Renee A. Walker RESEARCH ANALYST |
| KAREN C.
LOWELL Chief Operating Officer Karen Lowell joined Lens in 1999. Lowell is also Director of Ram Trust Services, Inc., an SEC-registered investment advisor of Atlantic Financial Services of Maine, Inc., and CEO of affiliated Ram Trust Services. Karen is a NASD licensed securities principal and a licensed investment advisor. She holds a Bachelor of Science Degree in Accounting.
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![]() Karen C. Lowell CHIEF OPERATING OFFICER |
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CHERI GAUDET Cheri joined Lens in the summer of 2001. Currently, she assists the Principals with all general administrative work including maintaining internal records, coordinating travel arrangements and correspondence.
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![]() Cheri Gaudet EXECUTIVE ASSISTANT |
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