$3.10 B
Equity Assets Managed
11
Investment Professionals
19
Avg. Years of Experience
Equity Strategies Overview
Disciplined in Process and Execution
CS McKee’s equity strategies—spanning both value and core approaches—are grounded in rigorous, research-driven fundamental analysis, complemented by insights from behavioral finance. We offer a range of strategies across the market capitalization spectrum, each designed to capitalize on inefficiencies through disciplined, repeatable processes.
At the heart of our investment philosophy are three core principles: (1) Contrarianism pays—opportunities often arise where others aren’t looking; (2) Statistical cheapness is necessary but not sufficient—we dig deeper to understand quality and catalysts; and (3) Value traps can be avoided—by applying both qualitative judgment and quantitative discipline.
Behavioral finance plays a critical role across all strategies, helping us recognize and account for the cognitive and emotional biases that often drive mispricings. This thoughtful integration of behavioral insights with fundamental research enhances our ability to identify compelling opportunities while avoiding common investor pitfalls.
Equity Products
*As of March 31, 2025
Explore Our Full Range of Investment Options
Disciplined. Experienced. Focused.
Equity
Eric Holmes
Director, Micro & Small Cap Equities
Mary Jane Matts
Director, Large Cap Equities
Mark Roach
Director, Small & Micro Cap Equities
Harish Aiyar
Portfolio Manager, Large Cap Equities
Shawna Aufman
Senior Portfolio Manager, Large Cap Equities
Michael Barr
Senior Portfolio Manager, Micro Cap Equities
Graham Harkins
Portfolio Manager, Large Cap Equities
Scot Heggen
Head Equities Trader
Ted Moore
Senior Portfolio Manager, Large Cap Equities
Craig Nedbalski
Senior Portfolio Manager, Micro Cap Equities
Mario Tufano
Senior Portfolio Manager, Small Cap Equities
