Chicago Equity Partners (“CEP”) was founded in 1989 to provide equity offerings to institutional investors. Since its inception, Chicago Equity Partners has evolved into a robust, multi-product asset management platform providing equity, fixed income, and alternative investment products tailored to the mandates of its sophisticated investor base. A key strength is its ability to invest across asset classes, by leveraging the expertise of a tenured team to deliver a range of fundamentally-oriented, research-intensive, and process-driven solutions. After more than a quarter century, Chicago Equity Partners continues to grow and advance by creating additional strategies that build on its core competencies to add value for clients.
The firm is led by the Management Committee, which includes Patrick Lynch (Founder, President), Robert Kramer (Founder, Co-CIO Equities), Patricia Halper (Co-CIO Equities), Curt Mitchell (CIO Fixed Income) and Keith Gustafson (Managing Director). The leadership team is supported by a highly experienced investment team working across CEP’s equity, fixed income, and alternative strategies.
|■ Large Cap / FactorSmart / Alternative Equity||27%|
|■ Intermediate Duration Fixed Income||20%|
|■ Long Duration Fixed Income||15%|
|■ Short Duration Fixed Income||8%|
|■ Core Fixed Income||9%|
|■ Mid / SMID Cap Equity||5%|
|■ Small Cap Equity||16%|