Investment Team

We have at our core a highly respected investment organization that traces its roots to the inception of the mutual fund industry.

Our heritage and our culture are built upon a commitment to investment excellence. Our expertise spans nearly all asset classes, sectors and disciplines, including global/international, asset allocation, natural resources, science and technology, large and small cap growth, core and value equity and fixed income.

Meet Our Team

Chief Executive Officer Phil Sanders
Philip J. Sanders, CFA
30 years experience
Chief Investment Officer Dan Hanson
Daniel P. Hanson, CFA
25 years experience
Global Director Equity and Fixed Income Research Gil Scott
Gil C. Scott, CFA
27 years experience
Global Director of Fixed Income Mark Beischel
Mark G. Beischel, CFA
26 years experience
Economic Team 2 global economists,
1 U.S. economist
Global Equity Team 25 portfolio managers
3 assistant portfolio managers*
14 analysts
3 client portfolio managers
Global Fixed Income Team 8 portfolio managers
5 assistant portfolio managers*
12 analysts
1 client portfolio manager**
Trading / Derivatives Teams 12 traders
3 derivatives specialists
Average portfolio manager industry experience 24 years
Average portfolio manager tenure at the firm 16 years
 *With investment analyst responsibilities.
**Responsibilities held by analyst.

Global Research Team

Our research team, led by Gil Scott, CFA, Global Director of Equity and Fixed Income Research, is organized by industry, regardless of geography. Each analyst is charged with covering securities across the globe in his or her respective industries. After meeting with company management teams and conducting extensive fundamental research, analysts provide formal recommendations that are circulated to the entire investment management team.  

We’ve designed our research team to align with the needs of our global clients, a team that is large enough to provide coverage on virtually all industries, yet is small enough to allow for constant face-to-face meetings and collaboration. All investment professionals work in the same building at our corporate headquarters.

Daily Morning Meeting

  • Interaction between analysts, portfolio managers and economists covering global equity, debt and currency markets
  • Fosters collaboration and communication
  • Encourages critical thinking – difference between information and insight
  • Constant broadening of analyst/portfolio manager knowledge base
  • Daily reinforcement that fundamental research is at the core of everything we do

Analysts’ Role

  • Serve the entire investment management organization
  • Simultaneously cover multiple industries
  • Global view
  • Market cap agnostic
  • Span the capital structure

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Assets Managed

as of 3/31/2019
  • Total: $71.7 Billion
  • Institutional: $4.1 Billion