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Our People

Our values

Humility is a foundational element to our culture, supported by our core values. We sustain our culture by attracting and retaining talented individuals who share our commitment to delivering a great client experience.

Curiosity

We are lifelong learners focused on continuous improvement — of ourselves and the investment outcomes we deliver for clients.

We are intellectually curious professionals committed to the differentiated thinking necessary to deliver excellent client outcomes.

Ownership

We invest alongside our clients and each other. We also hold each other accountable because we believe in shared success.

We aren't just associates, we're owners empowered to make a difference and lead by example.

Trust

We know the foundation of any strong partnership — with clients or each other — begins with trust, ensuring all our interactions are authentic and honest.

We take our fiduciary responsibility seriously by prioritizing clients' interests first. And we work together to exceed our clients' expectations.

Respect

We embrace and celebrate diversity in all forms by seeking to understand and promoting other views.

By staying open-minded and seeking different perspectives, we go beyond surface-level assumptions.

SJF investment team

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Emily Carter, CEO

Chief Executive Officer

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Nico Finrichter

Director of Research

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Michael Harrington, CFA

Portfolio Manager

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Daniel Wu, CFA

Portfolio Manager

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Ethan Wallace, CFA

Portfolio Manager

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Brian Fontanella, CFA

Portfolio Specialist

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Stephen Caldwell

Senior Portfolio Specialist

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Nico Finrichter, CFA, CAIA

Portfolio Specialist

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Josh Barber, CFA

Research Analyst

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Brian Bath, CFA

Research Analyst

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Chuck Bath, CFA

Managing Director - Emeritus

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Yoon Chung, CFA

Research Analyst

Demographics and diversity

SJF believes our clients are best served by decision-making that engages and encourages varied perspectives inherent in diverse teams.

More on DEI at SJF

Board of Directors1
43%
Women
14%
Ethnically diverse
All associates2
32%
Women
15%
Ethnically diverse
SJF Funds
Board of Trustees
60%
Women
20%
Ethnically diverse
Board of Directors1
All associates2
SJF Funds
Board of Trustees
43%
Women
32%
Women
60%
Women
14%
Ethnically
diverse
15%
Ethnically
diverse
20%
Ethnically
diverse
As of 31 Mar 2025

1 See our Board Diversity Matrix. as of 29 Apr 2025.

2 Note: Figures exclude those who decline to identify. Ethnically diverse figures include African American or Black, Alaskan Native or Native American, Asian, Hispanic or Latinx, Native Hawaiian or Pacific Islander, or those that identify as two or more races.