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INSTITUTIONAL | ALLCAP VALUE EQUITY
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Reed, Conner & Birdwell, LLC
Through a sub-advisory relationship with Reed, Conner & Birdwell of Los Angeles, CA we offer an All Cap Value product to Taft-Hartley clients.
RCB was founded in 1959 and has $3.8 billion in assets under management.
RCB's philosophy is to manage a concentrated portfolio that represents the firm's best ideas
across the capitalization spectrum. Key aspects of their philosophy and process include:
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Preservation of capital |
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Bottom-up approach |
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Fundamental, internally generated research |
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Long-term investment outlook |
| Investment Team |
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Jeffrey Bronchick - Portfolio Manager |
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Brett Cicinelli - Portfolio Manager |
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James P. Birdwell - Analyst |
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Donn B. Conner - Analyst |
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William A. Cram - Analyst |
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Victor F. Hawley - Analyst |
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James R. Henderson - Analyst |
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Thomas D. Kerr - Analyst |
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James C. Reed - Analyst |
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Geoffrey Stewart - Analyst |
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