Systematic Financial Management, L.P.
Systematic Financial Management, L.P. (“Systematic”), located at 300 Frank W. Burr Boulevard, Glenpointe East, 7th Floor, Teaneck, NJ 07666, was founded in 1982.
Systematic specializes in the management of value portfolios throughout the market capitalization spectrum. The firm fosters a team approach to portfolio management, utilizing extensive fundamental analysis reinforced by innovative quantitative techniques. Affiliated Managers Group, Inc., owns a majority interest in Systematic.
Portfolio Managers
Kevin McCreesh and Joe Sharma are the portfolio managers for the Strategy.
D. Kevin McCreesh, CFA
Managing Director, Chief Investment Officer
D. Kevin McCreesh, CFA, as a partner and chief investment officer of the firm, oversees all client portfolios. He has been actively involved with Systematic’s investment discipline since 1990. Kevin began his investment career as an analyst in the financial planning and analysis department of IBM’s semiconductor manufacturing division. As a senior analyst in Paine Webber’s treasury department, and then as controller for Mitchell Hutchins Investment Advisory, Kevin further honed his research and analytical skills. Prior to joining Systematic, he served as equity portfolio manager at Mitchell Hutchins. Kevin holds a CFA designation and is a member of the New York Society of Security Analysts. He has an MBA in Financial Management from Drexel University and a Bachelor of Science in Geology from the University of Delaware.
Joseph M. Sharma, CFA
Portfolio Manager
Joseph M. Sharma, CFA is a lead portfolio manager and maintains analyst responsibilities within selected economic sectors. Joe's research includes analyzing financial statements, building financial models, performing valuation analysis, and interviewing company management. Joe began his investment career as the director for research for Lamoriello & Company. He worked for Merrill Lynch as a financial consultant in the private client group, and prior to joining Systematic, he was a senior investment analyst with the Oxford Group, where he was responsible for the firm's U.S. equity investment research efforts. Joe is a Chartered Financial Analyst, and received his MBA from the Kelley School of Business at Indiana University, and received his BS in Economics from Virginia Commonwealth University.
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