What We Do

Active Risk Management

Risk can be an adversary or an ally. It's a matter of whether you have the time, skill and discipline to turn risk into opportunity.

Transcript

Risk Management: Seeing All Angles

Risk factors into every investment decision we make, because limiting losses in volatile markets is just as critical as maximizing returns on the upside

 

In our risk-aware culture, every member of our investment team is responsible for assessing risk. Embedded in our investment process, risk management is always on, with regular and rigorous reviews at the portfolio, security and firm levels. We aim to take intentional, rather than unintentional risk, whether we're looking for good entry points in volatile markets to invest for long-term value or trying to protect against losses in market downturns. Mindful of potential risks, we focus on solid fundamentals to select investments we think can hold their value through changing markets.

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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