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Investment Discipline
First Quadrant specializes in equity and global macro management, including
asset allocation and absolute return 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
absolute return 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 has agreements with three firms that license
several products for sale and distribution to their clients, in their
respective countries: Nomura Asset Management in Japan, Yield Management Group
in Canada and IPM Informed Portfolio Management in Europe.
First Quadrant's management team includes partners Max Darnell, Chief
Investment Officer; Kenneth Ferguson, Ph.D., Co-Director of Global Derivatives;
Dori Levanoni, Co-Director of Global Derivatives; Curt J. Ketterer, CPA, Chief
Operating Officer; Christopher G. Luck, CFA, Director of Global Equities;
Timothy S. Meckel, CFA, Client Service; Todd Miller, CFA, Head of Trading; Rick
Roberts, Marketing.
Contact Information
800 East Colorado Boulevard
Suite 900
Pasadena, CA 91101-2141
(626) 795-8220
www.firstquadrant.com
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