General Investing >> Money Manager Interviews >> May 6, 2016

Seeking Value Names with a Catalyst Toward Appreciation

Gilbert, Joe A.
Joe A. Gilbert is a Portfolio Manager and a member of the value equity management team at Integrity Asset Management, LLC with responsibility for the consumer staples, insurance and transportation sectors. He has over 19 years of extensive security research experience and is a CFA charterholder. Mr. Gilbert earned both his undergraduate degree and his MBA from the University of Maryland. Joe is married with two children. He is a member of the CFA Society of Cleveland and the CFA Institute. Integrity Asset Management, which was established in 2003, manages a variety of equity assets primarily for institutional clients. On October 31, 2014, Integrity became part of Victory Capital. Profile
TWST: Could you tell me a little bit about the firm?

Mr. Gilbert: Yes, we are one of the boutique investment managers that are within Victory Capital Management.