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Investment Team

Portfolio Management

R. Andrew Beck

Chief Executive Officer &
Senior Portfolio Manager

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Henry W. Sanders III, CFA

Executive Vice President &
Senior Portfolio Manager

James Shircliff

James C. Shircliff, CFA

Senior Portfolio Manager

Thomas Forsha

Thomas S. Forsha, CFA

Co-Chief Investment Officer &
Portfolio Manager

Justin Akin

J. Justin Akin

Vice President & Portfolio Manager

Matt Moran

Matt W. Moran, CFA

Vice President & Portfolio Manager

Daniel Johnson

Daniel R. Johnson, CFA, CPA

Vice President & Portfolio Manager

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Wenjun (William) Yang, CFA

Vice President & Portfolio Manager

Andrew McIntosh

Andrew R. McIntosh, CFA

Associate Portfolio Manager

Ashley Abney

Ashley L. Abney, CPA

Associate Portfolio Manager, Derived Strategies

Jeff Hoskins

Jeffrey B. Hoskins, CFA

Associate Portfolio Manager & Senior ESG Specialist

Todd Mayberry

Todd D. Mayberry, CFA

Associate Portfolio Manager


 

Research

J. Alex Brown

J. Alex Brown

Chief Investment Officer

Allen Harris

Allen F. Harris

Deputy Director of Research

Jimmy Kapfhammer

James W. Kapfhammer Jr., CFA

Equity Research Analyst

Matt Wyatt

Matthew J. Wyatt

Equity Research Analyst

Brett Leary

Brett T. Leary

Associate Equity Research Analyst