Strategies/Equity Strategies
LARGE CAP VALUE-FOCUSED - Fundamental Value Equity Team
Our focused team structure promotes efficient communication of ideas and daily interaction, optimizing individual contributions and team-based decision making:
  • Team members are generalists, but have individual sector responsibilities
  • Team has varied professional backgrounds, including equity research, portfolio management and options/derivatives
  • Sell-side and third-party research is used for information, not opinion
Michael E. Santelli, CFA, CPA
Managing Director, Fundamental Value
Industry Experience: 21 years
 
Alex L. Vallecillo, CFA
Senior Portfolio Manager, Fundamental Value
Industry Experience: 17 years
 
Edward A. Johnson, CFA
Portfolio Manager, Fundamental Value
Industry Experience: 14 years
 
Peter Dischinger
Analyst, Fundamental Value
Industry Experience: 4 years
 
Paul W. Hayes, CFA
Senior Analyst, Fundamental Value
Industry Experience: 12 years
 
Jeffrey L. Hertel
Analyst, Fundamental Value
Industry Experience: 8 years
 
Aneet Deshpande, CFA
Head Equity Trader
Industry Experience: 14 years
 
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