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.
Wade Slome, CFA, CFP®, President and Founder of Sidoxia Capital Management
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 on ABC 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).