Team

Investment Team

Matt

CEO, Senior Portfolio Manager and Founder

Brett

Senior Research Analyst and Founding Principal

Dave-Terkelsen

Senior Research Analyst and Principal

Matt-Tiampo

Senior Research Analyst and Principal

Peter

Senior Data Analyst and Principal

Peter

Research Analyst

Marketing and Client Services

Brian

President and Principal

Scott-Ree

Director of Marketing and Principal

Amanda

Marketing and Communications Specialist and Principal

Compliance and Operations

Jin

Chief Compliance Officer

Lisa

Operations Manager