Senior Team Members
Principal, Founder, and Senior Portfolio Manager
17 years of Large-Cap-Growth Equity Investment Experience
Prior to founding Inflection Capital Management, Thomas was the senior analyst covering consumer discretionary, consumer staples, and e-commerce for Cornerstone Capital since 2006. Thomas was an early employee of Cornerstone and was instrumental in growing the firm from a small private client business to a $5B AUM institutional fund. Thomas came to Cornerstone after working as an Associate Portfolio Manager on Alliance Capital’s Large Cap Growth team. Prior to Alliance, Thomas worked in venture capital, as a design and development engineer, and as an economist. Thomas has an MBA in Finance from the Carlson School of Management at the University of Minnesota, an MS in Mechanical Engineering from the University of Minnesota, and a BA in Mathematics and Economics from the University of Wisconsin-Madison.
Tom Gunderson CFA
Partner, Chief Compliance Officer, and Portfolio Manager
25 years Large-Cap-Growth Equity Investment Experience
Tom brings more than 13 years as the lead large-cap-growth portfolio manager producing consistent outperformance. Before joining Inflection Capital Management, Tom was the Lead manager of the Growth Equity strategy at Lowry Hill. This core 25 stock growth portfolio outperformed the index benchmark over his tenure. Lowry Hill merged to form Abbot Downing. Prior to Lowry Hill, Tom was lead manager of the Nuveen Large-Cap-Growth Opportunities fund, a $1.4 billion strategy that outperformed by 230 basis points annually over the Russell 1000 Growth index benchmark over his four years of leadership. Prior to Nuveen, Tom was Senior Portfolio Manager for Advantus. During his 19 years at Advantus Capital Management Tom developed from a Stock Analyst to the growth-team leader with performance consistently ahead of the large cap growth peer group. Tom has an MBA in Finance from the University of Michigan Ross School of Business, and a BA in Economics from St. Olaf College.
Partner and Operations Oversight
30 years Investment Operations Experience
Prior to joining Inflection Capital Management, Laurie was Vice President and Director of Operations at Cornerstone Capital where she worked alongside Thomas Paulson. Laurie was instrumental in setting up Cornerstone's operations to institutional quality-levels that would grow to a $15B AUM level. Laurie managed the operations’ team, whose primary responsibilities were portfolio accounting, performance, reconciliations, trade support, security data management and client reporting. Prior to Cornerstone, Laurie worked at Alliance Capital Management, where she was responsible for portfolio administration, trade allocations and client service. Laure has an MBA and a BA from the University of St. Thomas.