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 30 Sep 2026 )	Portfolio Managers	Key Documents	Offered In
US Equity
Small Cap	31 Dec 2000	391	Aaron Monroe, CFA	Fact Sheet Commentary	Separate Account Mutual Fund CIT
Small-Micro Cap	30 Sep 2021	—	John Loesch, CFA Aaron Monroe, CFA Tyler Ventura, CFA	Fact Sheet	Separate Account
Small-Mid Cap	31 Dec 2005	1,066	Anthony Philipp Chris Welch, CFA	Fact Sheet Commentary	Separate Account Mutual Fund CIT
Mid Cap	31 Dec 2013	68	Anthony Philipp Chris Welch, CFA	Fact Sheet Commentary	Separate Account Mutual Fund
Large Cap	30 Jun 2001	5,259	Chuck Bath, CFA Nate Palmer, CFA, CPA	Fact Sheet Commentary	Separate Account Mutual Fund CIT
Large Cap Concentrated	26 Feb 2021	111	Chuck Bath, CFA Nate Palmer, CFA, CPA	Fact Sheet Commentary	Separate Account Active ETF
Select	30 Jun 2000	627	Rick Snowdon, CFA Anthony Philipp Chris Welch, CFA	Fact Sheet Commentary	Separate Account Mutual Fund
Alternatives
Long-Short	30 Jun 2000	2,128	Chris Bingaman, CFA Nate Palmer, CFA, CPA	Fact Sheet Commentary	Separate Account Mutual Fund
Securitized Credit	30 Sep 2024	178	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	77	Arthur Cheng, CFA Henry Song, CFA Mark Jackson, CFA	Fact Sheet Commentary	Separate Account Mutual Fund
Intermediate Bond	31 Jul 2021	111	Henry Song, CFA Mark Jackson, CFA	Fact Sheet Commentary	Separate Account
Securitized Credit	30 Sep 2024	178	Henry Song, CFA	Fact Sheet Commentary	Mutual Fund
Securitized Total Return	30 Nov 2025	17	Henry Song, CFA	Fact Sheet Commentary	Separate Account Mutual Fund
Short Duration Investment Grade	30 Nov 2021	166	Mark Jackson, CFA Henry Song, CFA	Fact Sheet Commentary	Separate Account
Short Duration Securitized Bond	31 Jul 2016	6,165	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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