John A. Heffern is Principal and Founder of KCA/Princeton Advisors, LLC. His career includes nearly 30 years of senior level portfolio management and equity research mandates. He leverages a deep background in financial services for investment selection across a wide expanse of companies, themes, and factors. The fund follows a qualitatively oriented process in portfolio construction that is unique in the industry.
Kimberly C. Friedricks is Managing Director of Fixed Income at Kayne Anderson Rudnick. Before joining Kayne Anderson Rudnick in 1998, Ms. Friedricks was responsible for management of fixed income trading, fundamental research and portfolio management, specializing in municipal-credit analysis for a specialty-management firm in Beverly Hills, California. Ms. Friedricks attended the University of Southern California and is a member of the California Society of Municipal Analysts.
Danladi Verheijen is the Managing Partner and Co-Founder of Verod Capital Management. Prior to founding Verod, Mr. Verheijen held roles at Citibank Nigeria, Ocean and Oil Holdings and at McKinsey & Company. He received an MBA from Harvard Business School, an M.S. in engineering economic systems and operations research from Stanford University and a B.S. in electrical engineering from Calvin College. He is a director of Rotoprint, Niyya Food and Drinks, Shaldag and UTL Trust Management Services. Mr. Verheijen also sits on the board of the African Venture Capital Association, or AVCA, and the Private Equity and Venture Capital Association of Nigeria, or PEVCAN. He was named a Young Global Leader by the World Economic Forum in 2014.
Bill Caton, CFA, is Portfolio Manager and Head of Trading at First Wilshire Securities Management, Inc. He was a First Wilshire intern in July 1997. He was hired as a research analyst the following year and became the trader in 2004. Mr. Caton received a bachelor’s degree focused on business administration from UCLA.
Dr. Ansbert Gadicke is Co-Founder and Managing Director of MPM Capital, Inc., and its venture capital activities as well as its oncology-only crossover investment strategy — both public and private equities. He and his partner, Luke Evnin, Ph.D., founded MPM in 1997, and since then, the MPM team they have led has been the inspiration and driving force behind building leading biopharmaceutical companies such as BioMarin Pharmaceuticals; Idenix Pharmaceuticals, which was acquired by Merck & Co.; Pharmasset, which was acquired by Gilead Sciences; Radius Health; and Mitobridge, which was acquired by Astellas. MPM believes that these companies, in which Dr. Gadicke was the lead investor and served on the boards, are some of the biggest successes in biotech history — companies that ultimately resulted in helping thousands of patients live longer and vastly improved lives. For example, Sovaldi, developed by Pharmasset, was the first cure for hepatitis C and experienced the most successful product launch in the pharmaceutical industry. Prior to launching MPM’s venture investing activities, Dr. Gadicke led MPM’s Advisory and Investment Banking business, and prior to that, he was at The Boston Consulting Group in their Boston office. In recognition of MPM’s novel work to finance and build companies that may have a significant impact on cancer care and cures globally, Dr. Gadicke and Luke Evnin are recipients of the 2017 Global Oncology Visionary Award. Dr. Gadicke is Chairman of the board at Cullinan Oncology and TCR2 Therapeutics and as a board director at ElevateBio and iTeos Therapeutics. He is also a member of the Harvard Medical School Board of Fellows and the Research Advisory Council of Massachusetts General Hospital. Dr. Gadicke received an M.D. from J.W. Goethe University in Frankfurt and held research positions at the Whitehead Institute for Biomedical Research at the Massachusetts Institute of Technology and the Biochemistry Department at Harvard University.
Mark E. Eveans, CFA, CIC, is President, Chief Investment Officer and Senior Portfolio Manager at Meritage Portfolio Management. Mr. Eveans is a founding Principal of Meritage. He serves as the lead manager of the Meritage Value Equity strategy, supports the Yield-Focus and Small Cap Value Equity strategies, and drives the firm’s overall investment philosophy. Mr. Eveans has over 40 years of experience managing institutional and private portfolios, preceded by four years as an institutional security analyst. A past President of the Kansas City Society of Financial Analysts, he currently serves on the national board of governors of the Investment Advisors Association, the independent industry’s leading trade association. He received his BBA and MSA in finance from Wichita State University with honors.
Benjamin Miller is Managing Director at Underhill Investment Management, LLC. He joined Underhill Investment Management as an investment professional in the fall of 2013 with over 20 years’ experience in the investment industry. Prior to joiningUnderhill Investment Management, Mr. Miller was a portfolio manager with Seasons Capital and Millennium Management. He entered the securities industry in 1992 with Cowen and Company and has in-depth analysis experience in a variety of industries. Prior to entering the securities industry, Mr. Miller developed business operational experience as a retailer in the sporting goods industry. Mr. Miller earned a B.A. in economics from Oberlin College. He lives in San Francisco with his wife and two daughters.
Roland Underhill is Principal Managing Director at Underhill Investment Management, LLC. He joined Underhill Investment Management, LLC in 2009 after more than 45 years in the investment business in Los Angeles, New York and Marin County, California. He was a general partner with Lateef Investment Associates from 1994 to 2007, during which time firm assets rose from $189 million to over $5 billion. From 1991 to 1994, Mr. Underhill was a principal and senior vice president at Van Kasper Securities, a San Francisco-based brokerage firm, where he did research, brokerage, corporate finance and managed the Los Angeles office. In 1989 and 1990, he was a principal and co-founder of Wilkinson & Underhill, a small Los Angeles investment management firm. From 1985 to 1989, Mr. Underhill helped manage Concord Partners, the venture capital arm of Dillon Read & Co. Early in his career, in 1961, Mr. Underhill entered the securities brokerage industry with Hill Richards & Co., a Los Angeles-based brokerage house, until 1964 when he joined Crowell Weedon & Co., another Los Angeles-based regional brokerage firm, in a similar capacity. By 1967, Mr. Underhill was named Head of Research, and in 1969, he was elected a general partner in the firm, where he remained until he resigned in 1985 to go to Dillon Read & Co. as a senior vice president. Mr. Underhill has made numerous contacts in various industries and companies and in Wall Street, and he has analyzed hundreds of companies, met with an enormous number of company managers and personnel, and extensively networked all these contacts. Mr. Underhill brings this wealth of experience for the benefit of the company’s clients. Mr. Underhill earned a B.S. in accounting and finance from UCLA where he was a three-year letterman on the UCLA basketball team under legendary coach John Wooden.
Grady Burkett, CFA, is a Portfolio Manager and Research Analyst at Diamond Hill Capital Management, Inc. He joined the firm in 2014. Earlier, he worked in the technology and telecommunication sectors — as well as institutional equity research sales at Morningstar. He received both an M.S. and B.S. in mathematics from Wright State University.
Brian Washkowiak, CFA, is a Portfolio Manager at Fairpointe Capital, LLC. Mr. Washkowiak is part of the Mid-Cap Investment Team, serving as Co-Portfolio Manager for the midcap strategy, including the AMG Managers Fairpointe Mid Cap Fund, Parvest Equity USA Mid Cap Fund, and institutional and private client accounts. His responsibilities include investment research and portfolio management. Prior to joining Fairpointe Capital LLC in 2015, Mr. Washkowiak managed a fund at BW Opportunity Partners, LP, focusing on small-cap and midcap investments. He also spent 13 years as a research analyst and portfolio manager at Talon Asset Management, Inc., and was a member of the investment committee. At Talon, Mr. Washkowiak worked with Ms. Zerhusen as an analyst and assistant portfolio manager on the midcap strategy. He started his career at Duff & Phelps, LLC as an analyst in its consulting group. He received a B.A. in finance from Illinois State University.
