Keith Luh
Director/Board Member at Sorenson Holdings LLC
Profile
Mr. Keith W.
Luh, CFA MBA, is a Senior Vice President, Head of Special Situation Investing, Portfolio Manager & Research Analyst at Franklin Mutual Advisers LLC and an Adjunct Professor at Fordham University.
He is on the Board of Directors at Sorenson Holdings LLC.
He is the head of Special Situations Investing for Franklin Mutual Series, overseeing the team's cross capital structure efforts in areas including performing and distressed debt, event-driven credit and equity, and merger arbitrage.
Prior to joining Franklin Mutual Series in 2005, Mr. Luh was a senior analyst in global investment research at Putnam Investments, where he also helped manage a best-ideas research fund.
Previously, he worked in the investment banking group at Volpe Brown Whelan and Co., LLC, and the derivative products trading group at BNP.
Mr. Luh earned a B.A.
in economics and history (minor) from the University of Pennsylvania, an M.B.A.
in finance and entrepreneurship from Columbia Business School.
He is a Chartered Financial Analyst (CFA) charterholder and is a member of the New York Society of Security Analysts.
Keith Luh active positions
| Companies | Position | Start |
|---|---|---|
Franklin Mutual Advisers LLC
 Franklin Mutual Advisers LLC Investment ManagersFinance Franklin Mutual Advisers LLC (FMA) is a registered investment advisor headquartered in Short Hills, New Jersey. The firm was founded in 1999 and is a subsidiary of Franklin Resources, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). FMA provides investment advisory and portfolio management services under investment management agreements with one or more US- and non-US-registered open end funds and pooled investment vehicles that are sold outside the US. | Analyst-Equity | 2004-12-31 |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | Corporate Officer/Principal | - |
Sorenson Holdings LLC
 Sorenson Holdings LLC Electronics/AppliancesConsumer Durables Part of ACMI, Inc., Sorenson Holdings LLC provides communications products and services for deaf and hard-of-hearing individuals. The company is based in Windermere, FL. R. Scott Wood has been the CEO of the company since 2018. | Director/Board Member | - |
Former positions of Keith Luh
| Companies | Position | End |
|---|---|---|
| WARRIOR MET COAL, INC. | Director/Board Member | 2018-05-09 |
Franklin Mutual Recovery Fund
 Franklin Mutual Recovery Fund Investment Trusts/Mutual FundsMiscellaneous Franklin Mutual Recovery Fund is a Closed-End Investment Fund/Investment Trust. It provides Investment services. Franklin Mutual also provides significant exposure to three strategies-event-driven value equities, merger arbitrage and distressed debt. The company was founded in 2003 and is headquartered in Short Hills, NJ. | Corporate Officer/Principal | - |
| Volpe Brown Whelan & Co. LLC | Corporate Officer/Principal | - |
| BNP Capital Markets LLC | Corporate Officer/Principal | - |
Putnam Investment Management LLC
 Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1971 and is a subsidiary of Putnam US Holdings I LLC, ultimately held by Power Corp. of Canada (TSX: POW). PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Analyst-Equity | - |
Training of Keith Luh
| The Trustees of Columbia University in The City of New York | Masters Business Admin |
| University of Pennsylvania | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| WARRIOR MET COAL, INC. | Energy Minerals |
| Private companies | 6 |
|---|---|
Franklin Mutual Advisers LLC
Franklin Mutual Advisers LLC Investment ManagersFinance Franklin Mutual Advisers LLC (FMA) is a registered investment advisor headquartered in Short Hills, New Jersey. The firm was founded in 1999 and is a subsidiary of Franklin Resources, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). FMA provides investment advisory and portfolio management services under investment management agreements with one or more US- and non-US-registered open end funds and pooled investment vehicles that are sold outside the US. | Finance |
Putnam Investment Management LLC
Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1971 and is a subsidiary of Putnam US Holdings I LLC, ultimately held by Power Corp. of Canada (TSX: POW). PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Finance |
Franklin Mutual Recovery Fund
Franklin Mutual Recovery Fund Investment Trusts/Mutual FundsMiscellaneous Franklin Mutual Recovery Fund is a Closed-End Investment Fund/Investment Trust. It provides Investment services. Franklin Mutual also provides significant exposure to three strategies-event-driven value equities, merger arbitrage and distressed debt. The company was founded in 2003 and is headquartered in Short Hills, NJ. | Miscellaneous |
| Volpe Brown Whelan & Co. LLC | Finance |
| BNP Capital Markets LLC | Finance |
Sorenson Holdings LLC
Sorenson Holdings LLC Electronics/AppliancesConsumer Durables Part of ACMI, Inc., Sorenson Holdings LLC provides communications products and services for deaf and hard-of-hearing individuals. The company is based in Windermere, FL. R. Scott Wood has been the CEO of the company since 2018. | Consumer Durables |
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