Consultants

With passion for investment quality, independent research and investment processes, and unwavering commitment to clients, the affiliate firms of Old Mutual Asset Management possess key qualities valued by consultants. Each boutique has investment autonomy and a unique culture that enhance their ability to attract and retain top investment talent. The additional support that Old Mutual provides in non-investment areas means that even the smallest firms in our group have access to industry-leading technology, legal, compliance, human resources, finance, distribution and best-practice risk management resources — all while staying focused on what they do best: managing client assets.

To find portfolios that meet your needs from over 100 different portfolio stategies, covering virtually all major asset classes, please use the following tools available on this site:

Asset Class Coverage Matrix - Highlights each firm's asset class focus.
Capabilities Search - Search across firms, based on vehicle, asset class and investment style.

Consultant Relations

Dedicated to the multi-boutique model, Old Mutual Asset Management has put in place a group-level consultant relations initiative to augment the resources of each affiliate. Our consultant relations program aims to provide consultants with a single point of contact for broad-based inquiries, facilitate group-wide activities that leverage your time, and clarify Old Mutual governance and ownership arrangements so that our firms can spend their time with you focused on what matters most: investments.

Brian Baskir, Director of Consultant Relations of Old Mutual Asset Management, may be contacted at bbaskir@oldmutualus.com or by telephone at (617) 369-7342.

Institutional Consultant Contacts

 

The institutional contact at each firm is listed below. Click the firm name to view a company profile or the contact name to bring up a form to submit a question or comment.

Firm Contact Telephone
Acadian Asset Management Churchill Franklin (617) 850-3500
Analytic Investors, LLC Brian Haskin (213) 688-3015
Ashfield Capital Partners, LLC David Freeman (415) 391-4747
Barrow, Hanley, Mewhinney & Strauss Robert D. Barkley (214) 665-1900
Clay Finlay LLC Nancy McNally (212) 692-8000
Copper Rock Capital Partners Peter Hadelman (617) 369-7105
Dwight Asset Management Company David A. Richardson, CFA (802) 862-4170
Heitman LLC Lewis Ingall (312) 855-5700
Investment Counselors of Maryland Stuart M. Christhilf, III (410) 539-3838
Liberty Ridge Capital Michael Harrington (610) 647-4100
Lincluden Management Limited Wayne Wilson (905) 825-3543
Provident Investment Counsel Jeffrey Anderson (626) 449-8500
Rogge Global Partners Plc John Graham +44 207 842 8432
The Campbell Group, LLC Angie Davis (503) 275-9675
Thompson, Siegel & Walmsley John Reifsnider (804) 353-4500
Thomson Horstmann & Bryant, Inc. Glenn D. Burrell (201) 368-2770

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