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About Us

Background and History

  • Ownership: Principals and Employees own 60% of firm

  • CalPERS Manager Development Program – March, 2001

    • Third firm funded under CalPERS MDP

    • Only firm funded de novo under CalPERS MDP

    • Purchased 40% of firm

    • Midcap mandate: 2001-2006 S&P 400 Midcap strategy; early 2007 joined Russell Midcap Composite

  • Investment team comprised of former Virginia Retirement System investment officers with an average 16 years investment experience
     

  • Clients include three of the largest pension funds in the US

  • Investment Products – Total AUM = $272 million

    • Midcap US Equity – $258 million
      Benchmarks = Predominantly Russell Midcap® Index
      Established July, 2005
      Original Midcap strategy established in April, 2001
      converted to Russell Midcap® benchmark in April, 2007

    • Large Cap Value US Equity – $14 million
      Benchmark = Russell 1000® Value Index
      Established February, 2006

 
 
 

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