Our Firm Our Team
Our investment team of 20+ professionals includes portfolio managers and analysts, representing many decades of combined experience that encompass numerous market cycles, and expertise across the fixed income, equity, and quantitative research spectrum. Our team averages approximately 25 years of industry experience.
10
Portfolio Managers
An average of
25 YEARS
of industry experience
13
Analysts
Long-term investing is in our DNA. Through our insurance company heritage, private company corporate structure and long tenure of our portfolio managers, we are and always have been long-term focused. We value long-term relationships and view our clients as partners in the process.
- Stephen Rich, Chairman, CEO
