1.5B firm founded in 2012 with offices in the SF Bay Area (HQ) and NYC. Strategy is opportunistic value focused on smid cap equities. Concentrated portfolio. Returns annualized at +11% for public share class and +13% for hybrid share class.
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This month, we have our annual feature on military veterans in the asset management industry.
Through its award winning monthly newsletter and resource-centric web site, Emerging Manager Monthly delivers all the industry news and intelligence emerging managers and institutional investors need to stay informed and ahead of the curve on this exciting sector of the asset management industry.