Partner Firms

Aristotle Capital Management

Founded in 2011, Aristotle Capital Management, LLC is an independent/employee-owned, value-oriented investment advisor with offices in Los Angeles and Orange County, California. Aristotle clients include public and ERISA funds, corporations, educational institutions, hospitals, religious organizations, Taft-Hartley plans and high net worth individuals. Aristotle provides a wide array of U.S. and International equity investment strategies. As of December 31st, 2016, Aristotle had over $8.5 billion in assets under management.

Dana Investment Advisors

For over 30 years, Dana Investment Advisors has achieved success by striving to provide above market returns with lower than average risk over the long term. Dana’s philosophy is built around the fact that the markets are not 100% efficient and that value can be found in the marketplace. As of December 31, 2016, Dana had over $6 billion in assets under management, managed on a discretionary basis.

EARNEST Partners

Headquartered in Atlanta, EARNEST Partners is an institutional investment firm managing assets for clients around the world, primarily for institutions and high net worth individuals. Founded in 1998, the firm is privately held and wholly owned by its employees. As of December 31, 2016, EARNEST Partners had over $22 billion in assets under management, worldwide.

Eastern Shore Capital Management

Eastern Shore Capital Management was established in 2012 as a division Moody Aldrich Partners, LLC (“MAP”), a privately held asset management company founded in 1988. MAP provides an asset management platform to develop investment strategies to meet the needs of institutional and individual investors. As of December 31, 2016, TCW had $240 million in assets under management.

Fuller & Thaler Asset Management

Founded in 1993, Fuller & Thaler Asset Management, Inc. is an investment firm in the San Francisco Bay area managing over $7 billion in assets. The firm employs a bottom-up investment approach that exploits insights from behavioral finance, in which their strategies range from small and micro-cap to large-cap equity strategies. The team uses a judgment-based investment process which is unique compared to most traditional quantitative or fundamental approaches. Key personnel include Fred Stanske and Tom Fuller.

Geneva Investment

Founded in 2003, Geneva Investment of Chicago is an independent investment management firm providing customized portfolio management services to individuals and institutional clients and dedicated to achieving outstanding long-term investment returns As of December 31, 2016, Geneva managed over $7 billion assets under management.

Pinnacle Associates

Founded in 1984 and based in New York City, Pinnacle Associates is an Independent Registered Investment Advisor providing investment management services for high net worth and institutional clients. Since its inception, it has always been privately owned by its employees. As of December 31, 2016, Pinnacle Associates had over $6 billion in assets under management, managed on a discretionary basis.

Robeco Group

Robeco Group was started in 1929 and today is one of Europe’s leading investment companies, with $250 billion assets under management (as of December 31, 2016) and offices in 18 countries. Robeco is majority owned by ORIX Corporation, a financial services company based in Japan.

TCW

Founded in 1971 and based in Los Angeles, TCW provides a wide array of US Equities, US Fixed Income, Alternative and International investment strategies. As of December 31, 2016, TCW had over $190 billion in assets under management, including over $23 billion in US Equities.

TimesSquare Capital Management

Headquartered in New York City, TimesSquare Capital Management is a fundamental research-oriented growth equity investment management firm specializing in mid and small capitalization strategies for institutional investors. TimesSquare is an independent affiliate of Affiliated Managers Group, Inc. (AMG), an asset management holding company, but remains significantly owned by employees. As of December 31, 2016, TimesSquare had $17 billion in assets under management, primarily for institutional clients.

WCM

Founded in 1976, and based in Laguna Beach, California, WCM is owned and managed entirely by active employees. The firm manages over $15 billion in assets for high net worth and institutional clients. WCM, has worked hard to build and maintain an organization that nurtures excellence and innovation. To this end, they have kept head-count low, controlled asset growth, aligned employee incentives with clients’ long-term goals, and vigorously protected their employee-owned status.

AlphaBetaWorks

AlphaBetaWorks provides risk management, skill evaluation, and predictive performance analytics. Developed by finance and technology veterans, their proprietary platform combines the latest advances in financial risk modeling, data processing, and statistical analysis. Their Risk Analytics focus on robust alternatives and predictive Skill Analytics. AlphaBetaWorks pinpoints risks missed by other offerings and delivers unique insights and was developed by investment professionals seeking usability and a deeper understanding of portfolio exposures. Key personnel include Greg Kapoustin.

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