Chicago Equity Partners

Chicago Equity Partners

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Founded

1989

AMG Affiliate Since

2006

Investment Discipline

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

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.

Investment Strategies

  • U.S. Equities - Large-Cap Equity; Mid-Cap Equity; SMID-Cap Equity; Small-Cap Equity; FactorSmart Equity
  • Alternative Investments - Equity Market-Neutral; Large-Cap 130/30
  • U.S. Fixed Income - Core Fixed Income; Intermediate Duration; Short Duration; Long Duration

Investment Vehicles

  • Commingled Funds
  • Separate Accounts

Assets Under Management

Large Cap / FactorSmart / Alternative Equity 34%
Intermediate Duration Fixed Income 18%
Long Duration Fixed Income 13%
Short Duration Fixed Income 12%
Core Fixed Income 8%
Mid / SMID Cap Equity 8%
Small Cap Equity 6%

Percentages may not sum to 100% due to rounding; approximate breakdown subject to change.

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