Senior Vice President Chief Investment Officer
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.
1971
Discipline Inception
58
Investment Professionals*
21 years
Average Industry Experience*
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.
Keith Creveling, CFA Keith Lee, CFA
New York, NY Kansas City, MO
1993
34
18 years
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.
Kevin Toney, CFA
Kansas City, MO
1990
6
17 years
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.
Peruvemba Satish, Ph.D., CFA
Mountain View, CA
1988
10
23 years
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.
Rich Weiss
1972
50
22 years
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.
John Lovito Charles Tan
Mountain View, CA New York, NY
* Data as of 12/31/2019.
There is no guarantee the funds will achieve their objectives.