Jim co-manages Homestead Advisers' equity strategies. Prior to joining Homestead Advisers in 2019, he was a portfolio manager at Putnam Investment Management, LLC, where he managed small-, mid- and multi-cap value oriented mutual funds. Jim started his career as an equity analyst at MFS where he covered the medical device, transportation and natural gas industries. He is a graduate of Colby College, where he received a Bachelor of Arts degree in English. He received his MBA from the Olin Graduate School of Business at Babson College.

Mark co-manages Homestead Advisers' equity strategies. Prior to joining Homestead Advisers in 2019, he was a senior equity analyst and portfolio manager at Chartwell Investment Partners (acquired Columbia Partners in 2018), where he helped oversee large-cap growth and value strategies. Mark started his career as a senior research associate at Sands Capital Management and Manning & Napier Advisors, where he covered technology, industrials, and energy companies. He is a graduate of Cornell University, where he received a Bachelor of Science degree in operations research and information engineering. Mark holds the Chartered Financial Analyst designation.