Strategies/Equity Strategies
FOCUSED EQUITY - Team
Focused management team designed to leverage resources and capitalize on expertise:
  • Sector focus leverages team members expertise
  • Quantitative research narrows universe
  • Street research is used to understand market's current expectations
  • Dedicated trader provides market intelligence and best execution
  • Centralized resources enable team to focus on managing assets
Michael E. Santelli, CFA, CPA
Managing Director, Mid Cap Value & Focused Equity
Industry Experience: 19 years
 
Paul W. Hayes, CFA
Senior Analyst, Mid Cap Value & Focused Equity
Industry Experience: 10 years
 
Alex L. Vallecillo, CFA
Senior Portfolio Manager, Mid Cap Value & Focused Equity
Industry Experience: 15 years
 
Rebecca L. Berridge
Equity Securities Trader
Industry Experience: 12 years
 
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