Investment Disciplines

CIO

Victor Zhang

Victor Zhang

Senior Vice President
Chief Investment Officer

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Investment Teams

Our management teams are guided by well-defined, repeatable investment processes and are dedicated to fully invested, active management approaches. We offer a comprehensive range of investment strategies for our clients.

  • Global Growth Equity
  • Global Value Equity
  • Disciplined Equity
  • Multi-Asset Strategies
  • Global Fixed Income

1971

Discipline Inception

58

Investment Professionals*

21 years

Average Industry Experience*

Global Growth Equity

Our global growth equity team constructs portfolios of diverse holdings by identifying and investing in companies demonstrating accelerating earnings and other fundamentals. We believe our acceleration factors allow us to more effectively identify companies in the beginning stages of their growth cycle. This, combined with detailed fundamental analysis and a strict buy/sell discipline, is designed to help us achieve our goal of excess returns over the long-run.

Investment Capabilities

  • U.S, Non-U.S., Global
  • Large Cap
  • Small-Mid Cap
  • Small Cap
  • Developed Markets
  • Emerging Markets

Primary Locations

New York, NY
Kansas City, MO

1993

Discipline Inception

34

Investment Professionals*

18 years

Average Industry Experience*

Global Value Equity

Our global value equity investment strategies are built on the belief that undervalued businesses have the potential to provide solid, risk-adjusted investment performance. We use fundamental research to identify and invest in quality companies that we believe are trading below their fair market value.

Discipline CIO

Kevin Toney, CFA

Investment Capabilities

  • U.S., Non-U.S.
  • Large Cap
  • Mid Cap
  • Small Cap
  • Real Estate
  • Market Neutral

Primary Location

Kansas City, MO

1990

Discipline Inception

6

Investment Professionals*

17 years

Average Industry Experience*

Disciplined Equity

Our disciplined equity product line offers a variety of investment strategies focused on producing superior risk-adjusted returns relative to their benchmarks. Our investment strategies systematically capture behavioral and other market inefficiencies through an unbiased, multi-factor approach in a structured, risk-managed process.

Investment Capabilities

  • U.S., Non-U.S., Global
  • Large Cap
  • Small Cap
  • Market Neutral
  • Short-Extension

Primary Location

Mountain View, CA

1988

Discipline Inception

10

Investment Professionals*

23 years

Average Industry Experience*

Multi-Asset Strategies

Our multi-asset strategies investment team manages multi-asset class portfolios combining stocks, bonds and money market assets. They aim to optimize returns for two kinds of portfolios: portfolios that target specific levels of risk exposure and portfolios that manage risk exposure toward a target date.

Discipline CIO

Rich Weiss

Investment Capabilities

  • Target Date
  • Target Risk
  • Income Solutions
  • Volatility Management
  • Custom Solutions

Primary Location

Mountain View, CA

1972

Discipline Inception

50

Investment Professionals*

22 years

Average Industry Experience*

Global Fixed Income

Our global fixed-income strategies seek to achieve superior performance through the active identification and selection of sectors and securities within a relative value, risk-aware framework. We believe this approach may generate consistency of investment performance and risk-adjusted excess returns over time.

Discipline Co-CIOs

John Lovito
Charles Tan

Investment Capabilities

  • U.S., Non-U.S., Global
  • Core Fixed
  • Core Plus
  • Inflation-Linked
  • Emerging Markets

Primary Locations

Mountain View, CA
New York, NY

* Data as of 12/31/2019.

There is no guarantee the funds will achieve their objectives.