The Anderson Group
Our large cap growth strategy invests in reasonably priced growth equities benefitting from fundamental change.
AUM: $499 million*
The Bolton Group
Our all cap core strategy seeks to generate strong returns through opportunistic buying and selling of superior companies and special situations.
Team Profile
AUM: $6.3 billion*
The Capital Group
Our investment strategy focuses on long-term investments in well-managed growth companies, as well as low turnover.
AUM: $713 million*
The Eisman Group
Our catalyst-driven, long-term investment philosophy seeks capital appreciation through customized portfolios of high quality equity companies.
AUM: $712 million*
The Fraenkel Group
Our conservative growth strategy follows a fundamental, long-term approach to selecting US mid-large cap growth stocks.
Team Profile
AUM: $2.9 billion*
The Greene Group
Our strategy follows a research-intensive, intrinsic value approach that seeks to exploit the potential narrowing of the price/value gap that exists in underappreciated companies.
Team Profile
AUM: $4.0 billion*
The Kamen Group
Our investment approach emphasizes high quality companies that are market leaders in growing industries.
Team Profile
AUM: $2.0 billion*
Team Kaminsky
Our All-Cap Opportunistic Growth and Income strategy portfolio focuses on companies with solid growth dynamics and sustainable competitive advantages.
Team Profile
AUM: $5.6 billion*
The Kantor Group
Our All-Cap Core strategy is a fundamentally-driven, bottom-up US equity strategy, comprising of 35-45 stocks across the market cap spectrum.
Team Profile
AUM: $6.6 billion*
The Koplin Lloyd Group
We adhere to the basic tenets of value investing and consider only stocks that possess both favorable price characteristics and a catalyst for future growth.
AUM: $410 million*
The KSE Value Group
We seek out companies that possess strong earnings potential due to company-specific catalysts and neutral to positive positioning with respect to macro conditions.
Team Profile
AUM: $1.5 billion*
Large Cap Disciplined Growth
Our strategy targets larger growth stocks with an impending catalyst that can accelerate earnings growth.
AUM: $801 million*
The Messinger Group
Our flagship Equity Income strategy is managed to generate an attractive current return from dividends and interest while still having an opportunity for capital appreciation over time.
Team Profile
AUM: $5.8 billion*
The Nackenson Group
Our portfolio is a multi-cap equity strategy that invests across three categories: Special Situation, Opportunistic, and Classic.
AUM: $4.5 billion*
The Paduano Group
We follow a thematic approach, investing with a long-term perspective across the broad spectrum of styles from value to growth.
Team Profile
AUM: $979 million*
The Rachlin Group
Our group seeks to add value by investing primarily in Master Limited Partnerships (MLPs) and other higher yielding equity securities.
AUM: $4.7 billion*
The Schupf Group
We take a long-term approach to investing in high-quality securities.
AUM: $1.5 billion*
The Sloate Group
We follow a bottom-up investment approach and consider companies of all sizes across all market capitalizations, industries and sectors.
AUM: $494 million*
The Socially Responsive Investing Group
Our goal is to identify stocks of well-positioned businesses, each with the ability to deliver organic growth somewhat independent of the macroeconomic environment.
AUM: $5.7 billion*
The Straus Group
We are a mid to large cap value manager who seeks to invest in companies that have strong management, growing earnings and strong balance sheets selling for relatively low valuations.
Team Profile
AUM: $9.5 billion*

*AUM as of 6/30/17