The Firm
Established in 1982, Systematic Financial Management specializes in the management of value equity portfolios throughout the market capitalization spectrum. The firm serves a diverse client base including corporate, public and multi-employer pension plans as well as sub-advisory, foundation and endowment clients.
The firm is managed by Ken Burgess (Chief Investment Officer) and Karen Kohler (Chief Operating Officer).
Investment Strategies
- Free Cash Flow Value – Small Cap, SMID Cap and Mid Cap
Investment Vehicles
- Separate Accounts
- Collective Investment Trusts