LONG/SHORT EQUITY
Our Portfolio Managers:
60+ Years of INVESTING Experience
MINYOUNG SOHN
FOUNDER/CEO/CIO
EXPERIENCE
Dartmouth College (1994-1998)
Janus Capital Group (1998-2008)
ArrowMark Partners (2009-2019)
Blue Room Investing (2019-Present)
AWARDS
• The Best Stock Fund Managers of 2019 - Wall Street Journal
• In 2005, the Janus Core Equity Fund was the #1 performing fund in the Lipper Large Cap Core category, a universe of over 1,000 mutual funds.
• Co-founder of Firm voted “Best Places to Work in Money Management” (2014 & 2016) - Pension and Investments
JOHN FENLEY
PARTNER/Co-PM
EXPERIENCE
Vanderbilt University (1986-1990)
Duke University (1999-2001)
Fifth Third Bank (1990-1995)
SunTrust (1995-1997)
Hansberger Global (1997-2000)
Denver Investments ( 2000-2018)
Segall Bryant & Hamill (2018-2023)
AWARDS
•Lipper Fund Award 2012 & 2013 for 5-year risk-adjusted returns.
• Investor's Business Daily (IBD) Best Mutual Fund Awards – International category – Winner 2019, 2020 & 2021.
• Pension Bridge Active International Equity Strategy of the Year 2020, Finalist.