Investment Strategies

Our actively managed strategies

We apply our shared investment principles and a research-driven, bottom-up approach across four asset classes: US equity, alternatives and fixed income.

Philosophy & Process

Strategy	Inception Date	AUM ($MM) (As of 31 Aug 2026 )	Portfolio Managers	Key Documents	Offered In
US Equity
Small Cap	31 Dec 2000	438	Aaron Monroe, CFA	Fact Sheet Commentary	Separate Account Mutual Fund CIT
Small-Micro Cap	30 Sep 2021	69	John Loesch, CFA Aaron Monroe, CFA Tyler Ventura, CFA	Fact Sheet	Separate Account
Small-Mid Cap	31 Dec 2005	1,183	Anthony Philipp Chris Welch, CFA	Fact Sheet Commentary	Separate Account Mutual Fund CIT
Mid Cap	31 Dec 2013	1,010	Anthony Philipp Chris Welch, CFA	Fact Sheet Commentary	Separate Account Mutual Fund
Large Cap	30 Jun 2001	6,345	Chuck Bath, CFA Nate Palmer, CFA, CPA	Fact Sheet Commentary	Separate Account Mutual Fund CIT
Large Cap Concentrated	26 Feb 2021	118	Chuck Bath, CFA Nate Palmer, CFA, CPA	Fact Sheet Commentary	Separate Account Active ETF
Select	30 Jun 2000	698	Rick Snowdon, CFA Anthony Philipp Chris Welch, CFA	Fact Sheet Commentary	Separate Account Mutual Fund
Alternatives
Long-Short	30 Jun 2000	2,280	Chris Bingaman, CFA Nate Palmer, CFA, CPA	Fact Sheet Commentary	Separate Account Mutual Fund
Securitized Credit	30 Sep 2024	176	Henry Song, CFA	Fact Sheet Commentary	Mutual Fund
Fixed Income
Core Bond	31 Jul 2016	3,690	Mark Jackson, CFA Henry Song, CFA	Fact Sheet Commentary	Separate Account Mutual Fund CIT
Core Plus Bond	31 Dec 2024	82	Arthur Cheng, CFA Henry Song, CFA Mark Jackson, CFA	Fact Sheet Commentary	Separate Account Mutual Fund
Intermediate Bond	31 Jul 2021	113	Henry Song, CFA Mark Jackson, CFA	Fact Sheet Commentary	Separate Account
Securitized Credit	30 Sep 2024	176	Henry Song, CFA	Fact Sheet Commentary	Mutual Fund
Securitized Total Return	30 Nov 2025	20	Henry Song, CFA	Fact Sheet Commentary	Separate Account Mutual Fund
Short Duration Investment Grade	30 Nov 2021	201	Mark Jackson, CFA Henry Song, CFA	Fact Sheet Commentary	Separate Account
Short Duration Securitized Bond	31 Jul 2016	6,079	Mark Jackson, CFA Henry Song, CFA	Fact Sheet Commentary	Separate Account Mutual Fund

¹ Small Cap Strategy AUM includes assets from the Small-Micro Cap Strategy.

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