Summary of Knight Foundation Woman- and Minority-Owned Managers
Ariel Investments is an African American-owned firm in Chicago, IL. Their Global Strategy, which is managed by an Indian American woman, targets stocks in the MSCI All Country World Index and employs a contrarian, research-driven approach.
Brown Capital Management is an African American-owned firm in Baltimore, MD. Their International Small Company strategy seeks to invest in ex-US growth companies with revenues below $500 million. Investments are selected through a 100% bottom up fundamental research process with a focus on high quality, durable growth companies.
Causeway Capital Management LLC is majority-owned in aggregate by women and minorities and is based in Los Angeles, California. Its emerging markets equity strategy employs an all-cap, mostly quantitatively-driven approach that combines both bottom-up and top-down elements.
CHANGE Global Investments is a woman-owned firm in Camas, WA. Their Global Frontier Markets Strategy invests in frontier market companies with a focus on smaller companies by market cap, which are deemed to be out of favor.
Channing Capital Management is an African American-owned firm in Chicago, IL. Their Global International All-Cap Value Strategy, which is managed by an African American portfolio manager, invests in international mid- and large-cap companies, focusing on high-quality value stocks.
GlobeFlex Capital is a partially woman-owned firm in San Diego, CA. Their Emerging Markets Small Cap Equity Strategy employs a systematic approach to fundamental active management within the emerging markets small-cap universe.
GQG Partners is a majority Indian American-owned firm in Fort Lauderdale, FL. Their Emerging Markets Equity Strategy, which is concentrated, quality-oriented, and valuation-aware, focuses on the sustainability and durability of earnings growth over the long term.
Hardman Johnston Global Advisors is a partially woman-owned firm in Stamford, CT. Their International Equity Strategy invests in attractively valued shares of leading non-US companies that have sustainable, above-average earnings growth and are overseen by capable management teams who maximize return on invested capital.
Himalaya Capital Management is a majority Asian American-owned firm in Seattle, WA. Himalaya Capital Investors, L.P. is a concentrated long-only equity strategy that invests primarily in Asia, mostly in China.
LM Capital Group is a majority Hispanic American-owned firm in San Diego, CA. Their Intermediate-Term Fixed Income Strategy is managed with an eye toward maintaining capital preservation and avoiding event risk, primarily via a top-down analysis focused on yield curve positioning, duration, and sector rotation.
Longfellow Investment Management Co. is a majority women-owned fixed income and alternatives investment management firm in Boston, MA. Their TIPS Strategy constructs portfolios with durations within a narrow band of the Bloomberg Barclays US TIPS Index, while the team seeks to add value primarily through security allocation (vs. nominal Treasuries), security selection and curve opportunities.
Pugh Capital Management is a majority African American woman-owned firm in Seattle, WA. Their Core Fixed Income product uses top-down macro analysis to determine targets that are met using bottom-up credit analysis.
Westwood Global Investments is a partially woman-owned firm in Boston, MA. Their Emerging Markets Strategy employs a concentrated, quality-oriented, bottom-up investment approach focused on free cash flows and management quality.
Artiman Ventures is an Indian American-owned firm in Palo Alto, CA. They are early-stage, information technology focused investors who typically run a concentrated portfolio.
Aspect Ventures is a woman-owned firm in Palo Alto, CA. They are early-stage venture capital investors targeting e-commerce, IT security, healthcare IT, and mobile-enabled IT companies.
Forerunner Ventures is a woman-owned firm in San Francisco, CA. They are early-stage venture capital investors targeting US e-commerce companies.
GenNx360 Capital Partners is a majority African American-owned firm in New York, NY. They are mid-cap buyout investors focused on the business services industry.
Hull Street Energy is a majority woman-owned firm in Bethesda, MD. They target middle-market power opportunities in North America.
K1 Investment Management is an Indian American-owned firm in Manhattan Beach, CA. They are lower-middle-market growth buyout investors focused on the enterprise software sector.
Social Capital is a partially Sri Lankan American-owned firm in Palo Alto, CA. They are early-stage venture capital investors targeting US technology companies.
Bracebridge Capital is a woman-owned firm in Boston, MA. The team invests and trades primarily in fixed income securities and derivatives, focusing on global rates, asset-backed securities, corporates, and emerging market debt arbitrage.
HG Vora Capital Management is a majority Indian American-owned firm in New York, NY. The team focuses on event-driven and deep value investment opportunities in companies often characterized by over-leveraged balance sheets, operational challenges, potential restructurings, or other forms of strategic change.
Rose Grove Capital Management is a partially woman-owned firm in Wellesley, MA. The team focuses on fixed income credit in the $1 trillion preferred stock/hybrid capital markets.
SRS Investment Management is an Indian American-owned firm in New York, NY. Their Offshore Fund employs a fundamentals-based equity long/short strategy focused on technology, media, and telecommunications stocks.
Yiheng Capital is a majority Asian American-owned firm in San Francisco, CA. Yiheng Capital Partners, L.P. is a concentrated fundamental long/short equity fund dedicated to Greater China.