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What We Do

Continuity

Delivering the outcomes our clients need is not about managing time. It's about using time to manage wisely.

Transcript

Continuity: Time is an Asset

We think, act and invest with a long-term perspective because we feel it's the best way to create value for clients over time

 

Time is an asset. So we look to tap the more dispersed returns available over longer horizons, develop our thesis and invest through a full market cycle, which helps turn our good ideas into sustainable investments. By integrating environmental, social and corporate governance (ESG) into our research, we can make long term investments in companies we believe have lasting competitive advantages. Strategically planning for the development and succession of key investment professionals preserves the integrity of our investment process and the effective management of our strategies over time.


Meet Our People

Douglas

Douglas F. Bailey

Senior Managing Director, National Sales

Erik

Erik S. Weisman

Chief Economist, Fixed Income Portfolio Manager

James

James T. Swanson

Chief Investment Strategist

Jenine

Jenine G. Garrelick

Senior Managing Director of Internal Sales

Benjamin

Benjamin Stone

Equity Portfolio Manager

Ben

Ben Kottler

Institutional Equity Portfolio Manager

Brooks

Brooks A. Taylor

Equity Portfolio Manager

Camille

Camille Humphries Lee

Institutional Equity Portfolio Manager

Alexander

Alexander M. Mackey

Fixed Income Portfolio Manager

David

David P. Cole

Fixed Income Portfolio Manager

Edward

Edward L. O'Dette

Fixed Income Portfolio Manager

Erik

Erik S. Weisman

Chief Economist, Fixed Income Portfolio Manager

Benjamin

Benjamin R. Nastou

Portfolio Manager

James

James C. Fallon

Portfolio Manager

Jed

Jed Stocks

Portfolio Manager, Quantitative Risk Management

Jonathan

Jonathan W. Sage

Portfolio Manager

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