12-year GIPS compliant track record
Systematic analysis of the investment merits of individual small cap stocks
Focus on extracting the alpha available in small cap equities
Applies firms successful small cap process to developed international markets
Launched July 2020
Simulated track record back to 2017
Opportunities in Small Cap Equities
Systematic Investing in Small Caps
Managing Partner and Portfolio Manager
9 years as Managing Director and Lead Portfolio Manager at HighMark Capital
11 years as Senior PM for Invesco, managing Global Equity long-only and US Equity long/short strategies
MBA, Ross School of Business at the University of Michigan
BS in Computer Science, University of California at Berkeley
Chartered Financial Analyst
Partner and Analyst
4 years at HighMark Capital as Vice President and Equity Analyst.
12 years as an Investment Strategist at Blackrock/BGI in the Scientific Active Equity group
MSc, Computational Finance and Risk Management, University of Washington
BA in International Studies, Colby College
Morningstar Report for the Nationwide HighMark Small Cap Core Fund
Wilshire Report of the Core Equity team at HighMark Capital
