First Quadrant, L.P.

Investment Discipline

First Quadrant specializes in equity and global macro management, including asset allocation and alpha-oriented strategies, on a global basis. Employing a highly disciplined, risk-controlled approach designed to deliver consistent, long-term results, the firm adds value by assessing relative valuations across major segments of the portfolio: among asset classes, across global markets, among equity styles and in currency allocation.

First Quadrant focuses on the following product areas: global macro; large, mid, smid and small cap equity management; extended equity management; tax-advantaged U.S. equity management; currency and option strategies; and alpha-oriented strategies.

The Firm

Established in 1988, First Quadrant provides investment management for domestic and international corporate and public pension plans, foundations and endowments, high net worth individuals and domestic and off-shore funds. In addition to the Pasadena, California headquarters, the firm also maintains an office dedicated to client service and marketing in Wellesley Hills, Massachusetts. First Quadrant enjoys a long-standing joint venture relationship with Nomura Asset Management in Japan. In addition, FQ partners with AMG and related organizations for distribution and sub-advisory services.

First Quadrant's management team includes partners Max Darnell, Chief Investment Officer; Kenneth Ferguson, Ph.D., Co-Director of Global Macro; Dori Levanoni, Co-Director of Global Macro; Curt J. Ketterer, CPA, Chief Operating Officer; Christopher G. Luck, CFA, Director of Equity Portfolio Management; Timothy S. Meckel, CFA, Client Service; Ed Peters, Co-Director of Global Macro; Rick Roberts, Director of Marketing; Jia Ye, Ph.D, Chief Investment Strategist and Director of Trading.

Contact Information

800 E. Colorado Boulevard
Suite 900
Pasadena, CA 91101-2141
(626) 795-8220
www.firstquadrant.com