Investment Strategies

Our actively managed strategies

We apply our shared investment principles and a research-driven, bottom-up approach across four asset classes: US equity, international equity, alternatives and fixed income.

Philosophy & Process

Strategy	Inception Date	AUM ($MM) (As of 31 Aug 2025 )	Portfolio Managers	Offered In
US Equity
Micro Cap	30 Sep 2021	42	John Loesch, CFA Ethan Wallace, CFA Tyler Ventura, CFA	Separate Account
Small Cap	31 Dec 2000	250	Ethan Wallace, CFA	Separate Account Mutual Fund
Small-Mid Cap	31 Dec 2005	1,492	Chris Welch, CFA	Separate Account Mutual Fund
Mid Cap	31 Dec 2013	1,032	Chris Welch, CFA	Separate Account Mutual Fund
Large Cap	30 Jun 2001	16,702	Austin Hawley, CFA	Separate Account Mutual Fund
Large Cap Concentrated	31 Dec 2011	170	Austin Hawley, CFA	Separate Account Mutual Fund
Select	30 Jun 2000	806	Austin Hawley, CFA Rick Snowdon, CFA	Separate Account Mutual Fund
International Equity
International	31 Dec 2016	156	Krishna Mohanraj, CFA	Separate Account Mutual Fund
Alternatives
Long-Short	30 Jun 2000	2,078	Michael Harrington, CFA Nate Palmer, CFA, CPA	Separate Account Mutual Fund
Securitized Credit	30 Sep 2024	116	Henry Song, CFA	Mutual Fund
Fixed Income
Core Bond	31 Jul 2016	3,244	Mark Jackson, CFA Henry Song, CFA	Separate Account Mutual Fund
Core Plus Bond	31 Dec 2024	92	Daniel Wu, CFA Henry Song, CFA Mark Jackson, CFA	Separate Account Mutual Fund
Intermediate Bond	31 Jul 2021	110	Henry Song, CFA Mark Jackson, CFA	Separate Account
Securitized Credit	30 Sep 2024	116	Henry Song, CFA	Mutual Fund
Securitized Total Return	30 Jun 2025	31	Henry Song, CFA	Separate Account Mutual Fund
Short Duration Investment Grade	30 Nov 2021	194	Mark Jackson, CFA Henry Song, CFA	Separate Account
Short Duration Securitized Bond	31 Jul 2016	4,479	Mark Jackson, CFA Henry Song, CFA	Separate Account Mutual Fund