Systematic Financial Management

Systematic Financial Management

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Investment Discipline

Systematic offers a distinct investment discipline that follows a unique, time-tested investment methodology.

  • The Free Cash Flow Value strategies, offered across the Small, Small-Mid and Mid-Cap spectrum, seek to identify high-quality, undervalued stocks with superior financial strength, strong free cash flows and lower relative levels of debt that will outperform over full market cycles.

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


  • Separate Accounts
  • Collective Investment Trusts
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