Systematic Large Cap Value Wrap 40 Strategy

Overview Commentary Management Philosophy Process

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

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.

Ronald M. Mushock, CFA
Portfolio Manager
Ronald M. Mushock is the lead portfolio manager for all mid and small/mid cap portfolios, and assists in the management of the firm’s large cap portfolios. Additionally, Ron maintains analyst responsibilities within selected economic sectors. Ron began his career as a quantitative equity analyst with Abel/Noser Corporation, where he specialized in low P/E Earnings Surprise research.  As a financial applications specialist with CSK Software, he developed skills in investment analytics, risk management, and technical analysis. Prior to joining Systematic, Ron was an equity analyst with Standard and Poor’s Equity Group, where he provided fundamental research coverage for a diverse group of companies spanning a wide range of economic sectors and industries. Ron holds a CFA designation and is a member of the CFA Institute and a member of the New York Society of Security Analysts. Ron received an MBA in Finance and International Business from New York University’s Stern School of Business, and graduated Summa Cum Laude from Seton Hall University with a Bachelor of Science in Finance.

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