Strategies/Equity Strategies
MID CAP VALUE -
Team


Focused management team designed to leverage resources and capitalize on expertise:
  • Sector focus, divided by old economy and new economy stocks, leverages team members' expertise
  • Quantitative research narrows universe
  • Street research is used to understand market's current expectations
  • Dedicated trader provides market intelligence and best execution
  • Centralized resources enable team to focus on managing assets 
Michael E. Santelli, CFA, CPA 
Managing Director
Industry Experience: 18 years
  • B.S. George Washington University
  • M.B.A. University of Chicago  
Alex L. Vallecillo, CFA
Senior Portfolio Manager
Industry Experience: 14 years
  • B.S. George Mason University
  • M.B.A. University of Michigan
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