Ken is a Managing Partner of Systematic Financial Management, L.P. since 1997. Ken serves as lead portfolio manager for our Small Cap Value Free Cash Flow and SMID Cap Value Free Cash Flow portfolios, both of which he has been involved in the management of since their inception. Ken has been a partner in the firm since 1997. Ken’s investment career began in 1993, when he joined Systematic. During his tenure, Ken has been involved in both quantitative and fundamental equity analysis, performance analytics and portfolio management. Ken holds the Chartered Financial Analyst (CFA) designation and is a member of both the CFA Institute and New York Society of Security Analysts (NYSSA). Ken conducted his undergraduate studies at New Hampshire College, majoring in economics and finance.

Portfolio Manager of the fund since 2022; Assistant Portfolio Manager since 2014; Employed by Systematic Financial Management, L.P. since 2005

Rick, Portfolio Manager/Senior Equity Analyst, conducts company-specific fundamental research within selected economic sectors spanning the market capitalization spectrum. Rick joined Systematic in 2004 from Value Line Investment Survey where he served as a senior industry analyst and lead editor of the firm’s daily stock reports. He also spent time in Value Line Asset Management as a portfolio manager for private wealth clients. Rick holds the Chartered Financial Analyst (CFA) designation and is a member of both the CFA Institute and CFA Society New York. Rick received his M.B.A. in finance at New York University’s Stern School of Business, with Stern Scholar honors and a B.A. in economics and government from Wesleyan University.