U.S. Value Equity Team
Four pillars set the foundation for the U.S. value equity team’s investment process—and align with our larger purpose of delivering strong client results.
| Team-First Mindset | The term “team” is fundamental to who we are. Our deep collaboration aligns individual priorities with the goals of the group. |
| Analyst-Driven Environment | We see our analysts as our greatest asset, which is why we strive to create a workplace where analysts are free to do their best work. |
| Unwavering Rigor | We are tireless in our pursuit of long-term results for investors. We believe that if you want to find opportunities that many overlook, you need to do the work that few will. |
| Principled Professionalism | We consider it an honor to be able to do the work we do, and we find our successes deeply satisfying, knowing the positive impact we have made in the lives of others. |
Team-First Mindset
There’s a lot of mutual respect among our team members that in my past experience you don’t always see on investment teams.
Matt Fleming, CFA, Partner
HEAD OF THE U.S. VALUE EQUITY TEAM
Video | 00:56
Greg Czarnecki, portfolio specialist and research coordinator for the U.S. value equity team, discusses how his team values both individual experience and team dynamics.
LOW EGOS, FROM TOP TO BOTTOM
We’re all in it together, trying to help each other out. Everybody’s door is open; you can always go in, talk, and collaborate.
Craig Miller, CFA
LEAD TRADER, U.S. VALUE EQUITY TEAM
When an investment doesn’t perform as expected, everyone says, “Hey, you didn’t put it in the portfolio. We did.” That encourages you to take more appropriate risks.
Jamie Shurtleff, CFA
RESEARCH ANALYST, U.S. VALUE EQUITY TEAM
Analyst-Driven Environment
Unwavering Rigor
Intersection of Quality and Value
Our focus on quality companies—combined with our strong valuation discipline—seeks to provide consistent upside capture and downside protection across market cycles.
