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
View All Affiliates