General Investing >> Money Manager Interviews >> January 21, 2014

A Quantitative Investment Approach Seeking Long-Term Capital Appreciation

Coffelt, Loren
Loren Coffelt is Co-Portfolio Manager of the Empiric Core Equity Fund at Empiric Funds. Mr. Coffelt is responsible for the construction, maintenance and implementation of Empiric Funds’ quantitative investment research and process. He has been with Empiric Funds since 2007. The firm’s focus is on mathematical measurements to invest, monitor and value equity securities. This is Mr. Coffelt’s specialty. Profile
TWST: Could you please give an overview of the fund, with a view to its objectives and the core philosophy that guides you?

Mr. Coffelt: The Empiric Core Equity Fund is an equities-only