Strategies/Equity Strategies
MID CAP VALUE -
Fundamental Value Equity Team
Focused management team designed to leverage resources and capitalize on expertise:
  • Sector focus leverages team member expertise
  • Equity, fixed income and credit experience complement process 
  • Quantitative research narrows universe
  • Street research is used to understand market 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, 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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