Chief Investment Officer, Growth Equities, Senior Portfolio Manager Ronald Zibelli
CFA®
Focuses on premier growth companies that pioneer new markets and/or have leadership positions within their industries.
Benchmark
Russell Midcap Growth Total Return Index
Total composite assets
$6.8 billion as of 3/31/2025
Inception
6/30/2009
We believe in generating alpha over a full market cycle by focusing on premier growth companies and proactively managing risk. Our disciplined approach emphasizes diversification, controlled sector exposures, and a robust sell discipline, all aimed at delivering competitive risk-adjusted returns. With seven investment professionals, the team’s long-standing leadership and consistent approach have aim to deliver stability and success across multiple market cycles.
Delivering strong active capabilities across an opportunity set that spans regions and styles.
We can connect you with a team focused on your investment needs. Reach out to learn more about how our capabilities and services can help support your goals.