SYSTEMATIC FINANCIAL MANAGEMENT LP

HTTP://WWW.SFMLP.COM/ TEANECK, NJ Investment Advisor How do I update this listing?

Systematic Financial Management is based out of Teaneck. Systematic Financial Management is a large advisory firm with 219 clients and discretionary assets under management (AUM) of $2,768,677,354 (Form ADV from 2019-10-28). Their last reported 13F filing for Q3 2019 included $2,231,598,000 in managed 13F securities and a top 10 holdings concentration of 13.62%. Systematic Financial Management's largest holding is First Citizens BancShares, Inc. Class A with shares held of 113,574. Systematic Financial Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 91 13F filings, and 167 13G filings

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67

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $2.232 Billion
  • Prior Market Value $2.571 Billion
  • New Purchases64 stocks
  • Additional Purchases89 stocks
  • Sold out of128 stocks
  • Reduced holdings in377 stocks
  • Top 10 Holdings % 13.62 %
  • Turnover % [1]:34.72%
  • Turnover Alt % [2]: 22.37 %
  • Time Held Top20:3.85 quarters
  • Time Held Top10:2.40 quarters
  • Time Held All:13.91 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14

Performance for Q3 2019: 10.56%
Performance Last 4 Quarters: 5.9%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR/A (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR/A (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR/A (Subscription required)
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  • 2013-12-31 - 13F-HR/A (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR/A (Subscription required)
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This lets you look at individual sub managers or subsidiaries within the 13F filing.

13F Managers

Subsidiaries/Managers included in latest 13F
Name
AFFILIATED MANAGERS GROUP, INC.

View Last Form Adv Compilation Report on Record

SYSTEMATIC FINANCIAL MANAGEMENT LP
300 FRANK W BURR BLVD 7TH FL GLENPOINTE EAST
TEANECK NJ    07666
Country: United States

Business Phone: 201-928-1982
Fax: 201-928-1401
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Investment advisor to an investment company
Form of Organization: Limited Partnership
Organized in: DE
Number of employees: 30
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities:
Total Number of Clients: 219
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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SYSTEMATIC FINANCIAL MANAGEMENT LP

ownership team - last updated 2019-05-13
Name Title Start Date Direct/Indirect % Ownership
KOHLER, KAREN, ELIZABETH CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER & MANAGEMENT COMMITTEE MEMBER 03/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
SYSTEMATIC FINANCIAL MANAGEMENT LP MANAGING PARTNER/CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER direct 2006-03-01
SYSTEMATIC FINANCIAL MANAGEMENT LP SOLE MEMBER indirect 2008-04-01
JENNISON ASSOCIATES LLC CHIEF COMPLIANCE OFFICER, EXECUTIVE VICE PRESIDENT & DIRECTOR direct 1998-01-01 2002-04-01
JENNISON ASSOCIATES LLC EXECUTIVE VICE PRESIDENT, CHIEF OPERATIONS OFFICER, CHIEF COMPLIANCE OFFICER & DIRECTOR direct 2003-01-01 2003-01-28
JENNISON ASSOCIATES LLC EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER & DIRECTOR direct 2003-01-01 2003-03-28
JENNISON ASSOCIATES LLC EXECUTIVE VICE PRESIDENT, HEAD OF RETAIL DISTRIBUTION & DIRECTOR direct 2003-09-01 2004-05-20
JENNISON ASSOCIATES LLC EXECUTIVE VICE PRESIDENT, HEAD OF RETAIL DISTRIBUTION direct 2003-09-01 2004-05-20
SYSTEMATIC FINANCIAL MANAGEMENT LP CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER direct 2006-03-01 2007-06-01
SYSTEMATIC FINANCIAL MANAGEMENT LP PARTNER indirect 2008-04-01 2009-09-04
SYSTEMATIC FINANCIAL MANAGEMENT LP CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER direct 2006-03-01 2011-12-08
SYSTEMATIC FINANCIAL MANAGEMENT LP MANAGING DIRECTOR/CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER direct 2006-03-01 2012-01-10
MCCREESH, DANIEL, KEVIN CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER & MANAGEMENT COMMITTEE MEMBER 07/01/1996 Direct less than 5%
Fund Name Position direct/indirect start date end date
SYSTEMATIC FINANCIAL MANAGEMENT LP CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGER direct 1996-07-01
SYSTEMATIC FINANCIAL MANAGEMENT LP SHAREHOLDER indirect 1996-07-01
SYSTEMATIC FINANCIAL MANAGEMENT LP MANAGING PARTNER/CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGER direct 1996-07-01
SYSTEMATIC FINANCIAL MANAGEMENT LP MANAGING DIRECTOR/CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGER direct 1996-07-01
SYSTEMATIC FINANCIAL MANAGEMENT LP PARTNER indirect 1996-07-01
BURGESS, KENNETH PORTFOLIO MANAGER & MANAGEMENT COMMITTEE MEMBER 03/01/1997 Direct less than 5%
Fund Name Position direct/indirect start date end date
SYSTEMATIC FINANCIAL MANAGEMENT LP MANAGING DIRECTOR & PORTFOLIO MANAGER direct 1997-03-01
SYSTEMATIC FINANCIAL MANAGEMENT LP SHAREHOLDER indirect 1997-03-01
SYSTEMATIC FINANCIAL MANAGEMENT LP MANAGING PARTNER & PORTFOLIO MANAGER direct 1997-03-01
SYSTEMATIC FINANCIAL MANAGEMENT LP PARTNER indirect 1997-03-01
MIDDAUGH, EOIN, EMERSON PORTFOLIO MANAGER & MANAGEMENT COMMITTEE MEMBER 01/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
SYSTEMATIC FINANCIAL MANAGEMENT LP PORTFOLIO MANAGER/LIMITED PARTNER direct 2010-01-01
SYSTEMATIC FINANCIAL MANAGEMENT LP MANAGING PARTNER / PORTFOLIO MANAGER & LIMITED PARTNER direct 2010-01-01
SYSTEMATIC FINANCIAL MANAGEMENT LP MANAGING DIRECTOR / PORTFOLIO MANAGER & LIMITED PARTNER direct 2010-01-01
TITAN NJ LP HOLDINGS LLC GENERAL PARTNER 12/01/2010 Direct 75% or more
Fund Name Position direct/indirect start date end date
SYSTEMATIC FINANCIAL MANAGEMENT LP GENERAL PARTNER direct 2010-12-01
AFFILIATED MANAGERS GROUP, INC. SERIES A MEMBER TITAN NJ LP HOLDINGS LLC 12/01/2010 Indirect 75% or more
Fund Name Position direct/indirect start date end date
HARTWELL J M LTD PARTNERSHIP SOLE MEMBER indirect 1994-05-01
FQN MANAGEMENT LLC OWNER indirect 1995-12-01
BURRIDGE GROUP LLC OWNER indirect 1996-12-01
RORER ASSET MANAGEMENT LLC 100% STOCKHOLDER indirect 1999-01-01
THE MANAGERS FUNDS LLC CORPORATE PARENT indirect 1999-04-01
MANAGERS INVESTMENT GROUP LLC SOLE SHAREHOLDER indirect 1999-04-01
ASTON ASSET MANAGEMENT, LP SOLE SHAREHOLDER indirect 1999-04-01
FRONTIER PERFORMANCE ADVISERS LP MANAGING MEMBER OF THE GENERAL PARTNER indirect 2000-01-01
GIML, LLP SHAREHOLDER indirect 2000-12-01
GENESIS FUND MANAGERS, LLP SHAREHOLDER indirect 2000-12-01
BLUEMOUNTAIN CAPITAL MANAGEMENT L.P. SHAREHOLDER indirect 2000-12-01
SYSTEMATICA INVESTMENTS LIMITED SHAREHOLDER indirect 2000-12-01
BLUEMOUNTAIN CLO MANAGEMENT, LLC SHAREHOLDER indirect 2000-12-01
BLUEMOUNTAIN FUJI MANAGEMENT, LLC SHAREHOLDER indirect 2000-12-01
PANTHEON VENTURES (US) LP CORPORATE PARENT indirect 2000-12-01
PANTHEON VENTURES INC. CORPORATE PARENT indirect 2000-12-01
SYSTEMATICA INVESTMENTS SINGAPORE PTE. LTD. SHAREHOLDER indirect 2000-12-01
SYSTEMATICA INVESTMENTS GP LIMITED SHAREHOLDER indirect 2000-12-01
THIRD AVENUE MANAGEMENT LLC EQUITYHOLDER OF AMG NEW YORK HOLDINGS CORP. indirect 2002-05-01
IVORY INVESTMENT MANAGEMENT, L.P. MEMBER AND MANAGER indirect 2002-09-01
FIRST QUADRANT LP SOLE MANAGING MEMBER indirect 2002-09-01
GENESIS ASSET MANAGERS, LLP SHAREHOLDER indirect 2004-06-01
TIMESSQUARE CAPITAL MANAGEMENT, LLC SHAREHOLDER indirect 2004-11-01
AQR CAPITAL MANAGEMENT, LLC MEMBER indirect 2004-11-01
CNH PARTNERS, LLC MEMBER indirect 2004-11-01
BEUTEL, GOODMAN & COMPANY LTD. SHAREHOLDER indirect 2005-06-01
FOYSTON, GORDON & PAYNE INC. SHAREHOLDER - SERIES A indirect 2005-06-01
MONTRUSCO BOLTON INVESTMENTS, INC. SHAREHOLDER indirect 2005-07-01
CHICAGO EQUITY PARTNERS LLC SHAREHOLDER indirect 2006-12-01
GW&K INVESTMENT MANAGEMENT, LLC MANAGER MEMBER direct 2008-10-01
HARTWELL J M LTD PARTNERSHIP SHAREHOLDER indirect 2009-07-01
HARDING LOEVNER LLC OWNER indirect 2009-08-01
ASTON ASSET MANAGEMENT LLC GENERAL PARTNER direct 2010-04-01
ASTON ASSET MANAGEMENT LLC SHAREHOLDER indirect 2010-04-01
SYSTEMATIC FINANCIAL MANAGEMENT LP SOLE MEMBER indirect 2010-12-01
TRILOGY GLOBAL ADVISORS, LP MANAGING MEMBER AND SOLE SHAREHOLDER indirect 2010-12-01
THE RENAISSANCE GROUP LLC MANAGER MEMBER direct 2011-01-01
THE RENAISSANCE GROUP LLC SOLE MEMBER AND MANAGER indirect 2011-01-01
VERITABLE LP PARTNER indirect 2011-03-01
CLARFELD FINANCIAL ADVISORS INC PARTNER indirect 2011-03-01
WELCH & FORBES LLC SERIES A MEMBER AND MANAGER indirect 2011-03-01
BAKER STREET ADVISORS, LLC GENERAL PARTNER indirect 2011-03-01
MYCIO WEALTH PARTNERS, LLC GENERAL PARTNER indirect 2011-03-01
WP GROUP, LLC GENERAL PARTNER indirect 2011-03-01
YACKTMAN ASSET MANAGEMENT LP LIMITED PARTNER direct 2012-06-01
TWEEDY, BROWNE COMPANY LLC MANAGING MEMBER indirect 2012-12-01
SOUTHERNSUN ASSET MANAGEMENT LLC MEMBER direct 2014-03-01
RIVER ROAD ASSET MANAGEMENT, LLC MEMBER indirect 2014-03-01
RIVER ROAD ASSET MANAGEMENT, LLC MEMBER direct 2014-06-01
SOUTHERNSUN ASSET MANAGEMENT LLC MEMBER indirect 2014-06-01
FRONTIER CAPITAL MANAGEMENT CO LLC MANAGER MEMBER indirect 2014-06-01
GW&K INVESTMENT MANAGEMENT, LLC MANAGER AND SOLE MEMBER indirect 2014-06-01
YACKTMAN ASSET MANAGEMENT LP MANAGER AND SOLE MEMBER indirect 2014-10-01
VERITAS ASSET MANAGEMENT LLP ULTIMATE PARENT COMPANY indirect 2014-10-01
IVORY INVESTMENT MANAGEMENT, L.P. PARTNER indirect 2015-10-01
CAPEVIEW CAPITAL LLP MANAGING MEMBER indirect 2016-06-01
RENAISSANCE INVESTMENT MANAGEMENT GENERAL PARTNER direct 1995-11-01 2001-04-24
HARTWELL J M LTD PARTNERSHIP SHAREHHOLDER OF GENERAL PARTNER direct 1994-05-01 2001-09-26
HARTWELL J M LTD PARTNERSHIP SHAREHHOLDER OF GENERAL PARTNER direct 1995-10-01 2002-03-25
PARADIGM ASSET MANAGEMENT COMPANY, L.L.C MEMBER direct 1995-03-01 2002-06-10
THIRD AVENUE MANAGEMENT LLC EQUITYHOLDER OF AMG NEW YORK HOLDINGS CORP. indirect 2002-05-01 2002-08-13
GEOCAPITAL LLC SOLE STOCKHOLDER OF GCC indirect 1997-09-01 2003-05-29
RESEARCH AFFILIATES, LLC OWNER indirect 1995-12-01 2004-02-06
PW REDWOOD SEQUOIA MANAGEMENT LLC OWNER indirect 2000-01-01 2004-03-30
DAVIS HAMILTON JACKSON & ASSOCIATES LP 100% STOCKHOLDER OF GP & AMG/TBC direct 1998-12-01 2004-03-31
GENESIS ASSET MANAGERS, LLP SHAREHOLDER indirect 2000-12-01 2004-09-03
SKYLINE ASSET MANAGEMENT, L.P. GENERAL PARTNER direct 1995-08-01 2005-03-24
HARTWELL J M LTD PARTNERSHIP SHAREHOLDER OF GENERAL PARTNER direct 1995-10-01 2005-03-29
WELCH & FORBES LLC 100% STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2005-03-31
RORER ASSET MANAGEMENT LLC 100% STOCKHOLDER OF MANAGING MEMBER indirect 1999-01-01 2005-05-24
RORER ASSET MANAGEMENT LLC 100% STOCKHOLDER OF MANAGING MEMBER indirect 1999-01-01 2006-03-27
GOFEN AND GLOSSBERG, L.L.C. MANAGER MEMBER direct 1997-05-01 2006-03-29
GEOCAPITAL LLC MANAGER MEMBER direct 1997-09-01 2006-04-04
GEOCAPITAL LLC SOLE STOCKHOLDER OF AMG CAPITAL indirect 1997-09-01 2006-04-04
CHICAGO EQUITY PARTNERS LLC MEMBER direct 2006-12-01 2007-01-03
CHICAGO EQUITY PARTNERS LLC SHAREHOLDER indirect 2006-12-01 2007-03-23
FRONTIER CAPITAL MANAGEMENT CO LLC MANAGER MEMBER indirect 2000-01-01 2007-03-28
DAVIS HAMILTON JACKSON & ASSOCIATES LP 100% STOCKHOLDER OF GP & AMG/TBC indirect 1998-12-01 2008-03-28
SKYLINE ASSET MANAGEMENT, L.P. SPECIAL LIMITED PARTNER direct 2005-10-01 2008-03-28
DEANS KNIGHT CAPITAL MANAGEMENT STOCKHOLDER indirect 2006-07-01 2009-02-19
GOFEN AND GLOSSBERG, L.L.C. NON-MANAGER MEMBER indirect 1997-05-01 2009-03-23
GANNETT WELSH & KOTLER, LLC DIRECT OWNER direct 2008-09-01 2009-03-31
HARTWELL J M LTD PARTNERSHIP SHAREHOLDER indirect 1994-05-01 2010-03-24
FIRST QUADRANT LP OWNER indirect 1995-12-01 2010-03-30
DAVIS HAMILTON JACKSON & ASSOCIATES LP 100% STOCKHOLDER OF AMG/TBC indirect 1998-12-01 2010-03-30
FIRST QUADRANT LP OWNER indirect 2002-09-01 2010-06-02
SYSTEMATIC FINANCIAL MANAGEMENT LP GENERAL PARTNER direct 1995-05-01 2010-08-06
WELCH & FORBES LLC STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2010-10-05
WELCH & FORBES LLC MEMBER direct 2001-11-01 2010-10-05
RENAISSANCE INVESTMENT MANAGEMENT LLC MEMBER direct 1995-11-01 2010-10-11
TRILOGY GLOBAL ADVISORS, LLC GENERAL PARTNER direct 2010-12-01 2010-12-22
WELCH & FORBES LLC STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2011-03-31
FFT WEALTH MANAGEMENT LLC EQUITY HOLDER OF AMG NEW YORK HOLDINGS CORP indirect 2002-05-01 2011-03-31
ESSEX INVESTMENT MANAGEMENT CO LLC MANAGING MEMBER direct 1998-03-01 2011-05-03
SYSTEMATIC FINANCIAL MANAGEMENT LP SOLE MEMBER indirect 2010-12-01 2012-01-10
TWEEDY, BROWNE COMPANY LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 1997-10-01 2012-03-16
FORTIGENT, LLC OWNER indirect 2010-08-01 2012-03-30
FORTIGENT, LLC OWNER indirect 2010-08-01 2012-03-30
ESSEX INVESTMENT MANAGEMENT COMPANY, LLC MANAGER MEMBER indirect 2010-12-01 2012-03-30
DEANS KNIGHT CAPITAL MANAGEMENT STOCKHOLDER indirect 2006-07-01 2012-04-17
WELCH & FORBES LLC SOLE MEMBER indirect 2010-12-01 2013-03-27
FRIESS ASSOCIATES, LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 2001-10-01 2013-03-28
FRIESS ASSOCIATES OF DELAWARE,LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 2001-10-01 2013-03-28
TRILOGY GLOBAL ADVISORS, LLC MANAGER MEMBER AND SOLE SHAREHOLDER indirect 2010-12-01 2013-05-01
TWEEDY, BROWNE COMPANY LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 1997-10-01 2013-07-08
GANNETT WELSH & KOTLER, LLC MANAGING MEMBER direct 2008-10-01 2014-03-14
GANNETT WELSH & KOTLER, LLC SHAREHOLDER indirect 2008-10-01 2014-03-14
TWEEDY, BROWNE COMPANY LLC AUTHORIZED PERSON OF MANAGING MEMBER indirect 2012-12-01 2014-03-25
WELCH & FORBES LLC STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2014-03-27
WELCH & FORBES LLC SERIES A MEMBER AND AUTHORIZED PERSON indirect 2011-03-01 2014-03-27
MANAGERS INVESTMENT GROUP LLC CORPORATE PARENT indirect 1999-04-01 2014-03-31
FRONTIER CAPITAL MANAGEMENT CO LLC MANAGER MEMBER indirect 2000-01-01 2014-03-31
ASTON ASSET MANAGEMENT, LP GENERAL PARTNER direct 2010-04-01 2014-03-31
ASTON ASSET MANAGEMENT, LP MANAGING MEMBER indirect 2010-04-01 2014-03-31
SOUTHERNSUN ASSET MANAGEMENT LLC MEMBER indirect 2013-12-01 2014-04-10
TWEEDY, BROWNE COMPANY LLC SOLE SHAREHOLDER indirect 1997-10-01 2014-12-01
YACKTMAN ASSET MANAGEMENT LP MEMBER indirect 2012-06-01 2015-01-05
FIRST QUADRANT LP SOLE MEMBER AND MANAGER indirect 2002-09-01 2015-03-30
FOYSTON, GORDON & PAYNE INC. SHAREHOLDER indirect 2005-06-01 2015-03-30
GANNETT WELSH & KOTLER, LLC MANAGER AND SOLE MEMBER indirect 2014-06-01 2015-03-30
BAKER STREET ADVISORS, LLC PARTNER indirect 2011-03-01 2015-04-07
LATTICE STRATEGIES LLC SOLE MEMBER indirect 2011-12-01 2015-05-05
LATTICE STRATEGIES LLC MEMBER direct 2012-02-01 2015-05-05
GANNETT WELSH & KOTLER, LLC MANAGER direct 2008-10-01 2016-03-21
GW&K INVESTMENT MANAGEMENT, LLC MANAGER AND SOLE MEMBER indirect 2014-06-01 2016-03-21
FOYSTON, GORDON & PAYNE INC. SHAREHOLDER indirect 2005-06-01 2016-03-29
PANTHEON VENTURES (US) LLP CORPORATE PARENT indirect 2010-02-01 2016-06-13
PANTHEON VENTURES INC. CORPORATE PARENT indirect 2010-06-01 2016-06-13
THE RENAISSANCE GROUP LLC SOLE MEMBER AND MANAGER indirect 2011-01-01 2016-07-11
FFT WEALTH MANAGEMENT LLC GENERAL PARTNER indirect 2011-03-01 2017-04-19

SYSTEMATIC FINANCIAL MANAGEMENT LP

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
KOHLER, KAREN, ELIZABETH CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER & MANAGEMENT COMMITTEE MEMBER 03/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
SYSTEMATIC FINANCIAL MANAGEMENT LP MANAGING PARTNER/CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER direct 2006-03-01
SYSTEMATIC FINANCIAL MANAGEMENT LP SOLE MEMBER indirect 2008-04-01
JENNISON ASSOCIATES LLC CHIEF COMPLIANCE OFFICER, EXECUTIVE VICE PRESIDENT & DIRECTOR direct 1998-01-01 2002-04-01
JENNISON ASSOCIATES LLC EXECUTIVE VICE PRESIDENT, CHIEF OPERATIONS OFFICER, CHIEF COMPLIANCE OFFICER & DIRECTOR direct 2003-01-01 2003-01-28
JENNISON ASSOCIATES LLC EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER & DIRECTOR direct 2003-01-01 2003-03-28
JENNISON ASSOCIATES LLC EXECUTIVE VICE PRESIDENT, HEAD OF RETAIL DISTRIBUTION & DIRECTOR direct 2003-09-01 2004-05-20
JENNISON ASSOCIATES LLC EXECUTIVE VICE PRESIDENT, HEAD OF RETAIL DISTRIBUTION direct 2003-09-01 2004-05-20
SYSTEMATIC FINANCIAL MANAGEMENT LP CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER direct 2006-03-01 2007-06-01
SYSTEMATIC FINANCIAL MANAGEMENT LP PARTNER indirect 2008-04-01 2009-09-04
SYSTEMATIC FINANCIAL MANAGEMENT LP CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER direct 2006-03-01 2011-12-08
SYSTEMATIC FINANCIAL MANAGEMENT LP MANAGING DIRECTOR/CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER direct 2006-03-01 2012-01-10
MCCREESH, DANIEL, KEVIN CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER & MANAGEMENT COMMITTEE MEMBER 07/01/1996 Direct less than 5%
Fund Name Position direct/indirect start date end date
SYSTEMATIC FINANCIAL MANAGEMENT LP CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGER direct 1996-07-01
SYSTEMATIC FINANCIAL MANAGEMENT LP SHAREHOLDER indirect 1996-07-01
SYSTEMATIC FINANCIAL MANAGEMENT LP MANAGING PARTNER/CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGER direct 1996-07-01
SYSTEMATIC FINANCIAL MANAGEMENT LP MANAGING DIRECTOR/CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGER direct 1996-07-01
SYSTEMATIC FINANCIAL MANAGEMENT LP PARTNER indirect 1996-07-01
BURGESS, KENNETH PORTFOLIO MANAGER & MANAGEMENT COMMITTEE MEMBER 03/01/1997 Direct less than 5%
Fund Name Position direct/indirect start date end date
SYSTEMATIC FINANCIAL MANAGEMENT LP MANAGING DIRECTOR & PORTFOLIO MANAGER direct 1997-03-01
SYSTEMATIC FINANCIAL MANAGEMENT LP SHAREHOLDER indirect 1997-03-01
SYSTEMATIC FINANCIAL MANAGEMENT LP MANAGING PARTNER & PORTFOLIO MANAGER direct 1997-03-01
SYSTEMATIC FINANCIAL MANAGEMENT LP PARTNER indirect 1997-03-01
MIDDAUGH, EOIN, EMERSON PORTFOLIO MANAGER & MANAGEMENT COMMITTEE MEMBER 01/01/2010 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SYSTEMATIC FINANCIAL MANAGEMENT LP PORTFOLIO MANAGER/LIMITED PARTNER direct 2010-01-01
SYSTEMATIC FINANCIAL MANAGEMENT LP MANAGING PARTNER / PORTFOLIO MANAGER & LIMITED PARTNER direct 2010-01-01
SYSTEMATIC FINANCIAL MANAGEMENT LP MANAGING DIRECTOR / PORTFOLIO MANAGER & LIMITED PARTNER direct 2010-01-01
TITAN NJ LP HOLDINGS LLC GENERAL PARTNER 12/01/2010 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SYSTEMATIC FINANCIAL MANAGEMENT LP GENERAL PARTNER direct 2010-12-01
AFFILIATED MANAGERS GROUP, INC. SERIES A MEMBER TITAN NJ LP HOLDINGS LLC 12/01/2010 Indirect 75% or more
Fund Name Position direct/indirect start date end date
HARTWELL J M LTD PARTNERSHIP SOLE MEMBER indirect 1994-05-01
FQN MANAGEMENT LLC OWNER indirect 1995-12-01
BURRIDGE GROUP LLC OWNER indirect 1996-12-01
RORER ASSET MANAGEMENT LLC 100% STOCKHOLDER indirect 1999-01-01
THE MANAGERS FUNDS LLC CORPORATE PARENT indirect 1999-04-01
MANAGERS INVESTMENT GROUP LLC SOLE SHAREHOLDER indirect 1999-04-01
ASTON ASSET MANAGEMENT, LP SOLE SHAREHOLDER indirect 1999-04-01
FRONTIER PERFORMANCE ADVISERS LP MANAGING MEMBER OF THE GENERAL PARTNER indirect 2000-01-01
GIML, LLP SHAREHOLDER indirect 2000-12-01
GENESIS FUND MANAGERS, LLP SHAREHOLDER indirect 2000-12-01
BLUEMOUNTAIN CAPITAL MANAGEMENT L.P. SHAREHOLDER indirect 2000-12-01
SYSTEMATICA INVESTMENTS LIMITED SHAREHOLDER indirect 2000-12-01
BLUEMOUNTAIN CLO MANAGEMENT, LLC SHAREHOLDER indirect 2000-12-01
BLUEMOUNTAIN FUJI MANAGEMENT, LLC SHAREHOLDER indirect 2000-12-01
PANTHEON VENTURES (US) LP CORPORATE PARENT indirect 2000-12-01
PANTHEON VENTURES INC. CORPORATE PARENT indirect 2000-12-01
SYSTEMATICA INVESTMENTS SINGAPORE PTE. LTD. SHAREHOLDER indirect 2000-12-01
SYSTEMATICA INVESTMENTS GP LIMITED SHAREHOLDER indirect 2000-12-01
THIRD AVENUE MANAGEMENT LLC EQUITYHOLDER OF AMG NEW YORK HOLDINGS CORP. indirect 2002-05-01
IVORY INVESTMENT MANAGEMENT, L.P. MEMBER AND MANAGER indirect 2002-09-01
FIRST QUADRANT LP SOLE MANAGING MEMBER indirect 2002-09-01
GENESIS ASSET MANAGERS, LLP SHAREHOLDER indirect 2004-06-01
TIMESSQUARE CAPITAL MANAGEMENT, LLC SHAREHOLDER indirect 2004-11-01
AQR CAPITAL MANAGEMENT, LLC MEMBER indirect 2004-11-01
CNH PARTNERS, LLC MEMBER indirect 2004-11-01
BEUTEL, GOODMAN & COMPANY LTD. SHAREHOLDER indirect 2005-06-01
FOYSTON, GORDON & PAYNE INC. SHAREHOLDER - SERIES A indirect 2005-06-01
MONTRUSCO BOLTON INVESTMENTS, INC. SHAREHOLDER indirect 2005-07-01
CHICAGO EQUITY PARTNERS LLC SHAREHOLDER indirect 2006-12-01
GW&K INVESTMENT MANAGEMENT, LLC MANAGER MEMBER direct 2008-10-01
HARTWELL J M LTD PARTNERSHIP SHAREHOLDER indirect 2009-07-01
HARDING LOEVNER LLC OWNER indirect 2009-08-01
ASTON ASSET MANAGEMENT LLC GENERAL PARTNER direct 2010-04-01
ASTON ASSET MANAGEMENT LLC SHAREHOLDER indirect 2010-04-01
SYSTEMATIC FINANCIAL MANAGEMENT LP SOLE MEMBER indirect 2010-12-01
TRILOGY GLOBAL ADVISORS, LP MANAGING MEMBER AND SOLE SHAREHOLDER indirect 2010-12-01
THE RENAISSANCE GROUP LLC MANAGER MEMBER direct 2011-01-01
THE RENAISSANCE GROUP LLC SOLE MEMBER AND MANAGER indirect 2011-01-01
VERITABLE LP PARTNER indirect 2011-03-01
CLARFELD FINANCIAL ADVISORS INC PARTNER indirect 2011-03-01
WELCH & FORBES LLC SERIES A MEMBER AND MANAGER indirect 2011-03-01
BAKER STREET ADVISORS, LLC GENERAL PARTNER indirect 2011-03-01
MYCIO WEALTH PARTNERS, LLC GENERAL PARTNER indirect 2011-03-01
WP GROUP, LLC GENERAL PARTNER indirect 2011-03-01
YACKTMAN ASSET MANAGEMENT LP LIMITED PARTNER direct 2012-06-01
TWEEDY, BROWNE COMPANY LLC MANAGING MEMBER indirect 2012-12-01
SOUTHERNSUN ASSET MANAGEMENT LLC MEMBER direct 2014-03-01
RIVER ROAD ASSET MANAGEMENT, LLC MEMBER indirect 2014-03-01
RIVER ROAD ASSET MANAGEMENT, LLC MEMBER direct 2014-06-01
SOUTHERNSUN ASSET MANAGEMENT LLC MEMBER indirect 2014-06-01
FRONTIER CAPITAL MANAGEMENT CO LLC MANAGER MEMBER indirect 2014-06-01
GW&K INVESTMENT MANAGEMENT, LLC MANAGER AND SOLE MEMBER indirect 2014-06-01
YACKTMAN ASSET MANAGEMENT LP MANAGER AND SOLE MEMBER indirect 2014-10-01
VERITAS ASSET MANAGEMENT LLP ULTIMATE PARENT COMPANY indirect 2014-10-01
IVORY INVESTMENT MANAGEMENT, L.P. PARTNER indirect 2015-10-01
CAPEVIEW CAPITAL LLP MANAGING MEMBER indirect 2016-06-01
RENAISSANCE INVESTMENT MANAGEMENT GENERAL PARTNER direct 1995-11-01 2001-04-24
HARTWELL J M LTD PARTNERSHIP SHAREHHOLDER OF GENERAL PARTNER direct 1994-05-01 2001-09-26
HARTWELL J M LTD PARTNERSHIP SHAREHHOLDER OF GENERAL PARTNER direct 1995-10-01 2002-03-25
PARADIGM ASSET MANAGEMENT COMPANY, L.L.C MEMBER direct 1995-03-01 2002-06-10
THIRD AVENUE MANAGEMENT LLC EQUITYHOLDER OF AMG NEW YORK HOLDINGS CORP. indirect 2002-05-01 2002-08-13
GEOCAPITAL LLC SOLE STOCKHOLDER OF GCC indirect 1997-09-01 2003-05-29
RESEARCH AFFILIATES, LLC OWNER indirect 1995-12-01 2004-02-06
PW REDWOOD SEQUOIA MANAGEMENT LLC OWNER indirect 2000-01-01 2004-03-30
DAVIS HAMILTON JACKSON & ASSOCIATES LP 100% STOCKHOLDER OF GP & AMG/TBC direct 1998-12-01 2004-03-31
GENESIS ASSET MANAGERS, LLP SHAREHOLDER indirect 2000-12-01 2004-09-03
SKYLINE ASSET MANAGEMENT, L.P. GENERAL PARTNER direct 1995-08-01 2005-03-24
HARTWELL J M LTD PARTNERSHIP SHAREHOLDER OF GENERAL PARTNER direct 1995-10-01 2005-03-29
WELCH & FORBES LLC 100% STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2005-03-31
RORER ASSET MANAGEMENT LLC 100% STOCKHOLDER OF MANAGING MEMBER indirect 1999-01-01 2005-05-24
RORER ASSET MANAGEMENT LLC 100% STOCKHOLDER OF MANAGING MEMBER indirect 1999-01-01 2006-03-27
GOFEN AND GLOSSBERG, L.L.C. MANAGER MEMBER direct 1997-05-01 2006-03-29
GEOCAPITAL LLC MANAGER MEMBER direct 1997-09-01 2006-04-04
GEOCAPITAL LLC SOLE STOCKHOLDER OF AMG CAPITAL indirect 1997-09-01 2006-04-04
CHICAGO EQUITY PARTNERS LLC MEMBER direct 2006-12-01 2007-01-03
CHICAGO EQUITY PARTNERS LLC SHAREHOLDER indirect 2006-12-01 2007-03-23
FRONTIER CAPITAL MANAGEMENT CO LLC MANAGER MEMBER indirect 2000-01-01 2007-03-28
DAVIS HAMILTON JACKSON & ASSOCIATES LP 100% STOCKHOLDER OF GP & AMG/TBC indirect 1998-12-01 2008-03-28
SKYLINE ASSET MANAGEMENT, L.P. SPECIAL LIMITED PARTNER direct 2005-10-01 2008-03-28
DEANS KNIGHT CAPITAL MANAGEMENT STOCKHOLDER indirect 2006-07-01 2009-02-19
GOFEN AND GLOSSBERG, L.L.C. NON-MANAGER MEMBER indirect 1997-05-01 2009-03-23
GANNETT WELSH & KOTLER, LLC DIRECT OWNER direct 2008-09-01 2009-03-31
HARTWELL J M LTD PARTNERSHIP SHAREHOLDER indirect 1994-05-01 2010-03-24
FIRST QUADRANT LP OWNER indirect 1995-12-01 2010-03-30
DAVIS HAMILTON JACKSON & ASSOCIATES LP 100% STOCKHOLDER OF AMG/TBC indirect 1998-12-01 2010-03-30
FIRST QUADRANT LP OWNER indirect 2002-09-01 2010-06-02
SYSTEMATIC FINANCIAL MANAGEMENT LP GENERAL PARTNER direct 1995-05-01 2010-08-06
WELCH & FORBES LLC STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2010-10-05
WELCH & FORBES LLC MEMBER direct 2001-11-01 2010-10-05
RENAISSANCE INVESTMENT MANAGEMENT LLC MEMBER direct 1995-11-01 2010-10-11
TRILOGY GLOBAL ADVISORS, LLC GENERAL PARTNER direct 2010-12-01 2010-12-22
WELCH & FORBES LLC STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2011-03-31
FFT WEALTH MANAGEMENT LLC EQUITY HOLDER OF AMG NEW YORK HOLDINGS CORP indirect 2002-05-01 2011-03-31
ESSEX INVESTMENT MANAGEMENT CO LLC MANAGING MEMBER direct 1998-03-01 2011-05-03
SYSTEMATIC FINANCIAL MANAGEMENT LP SOLE MEMBER indirect 2010-12-01 2012-01-10
TWEEDY, BROWNE COMPANY LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 1997-10-01 2012-03-16
FORTIGENT, LLC OWNER indirect 2010-08-01 2012-03-30
FORTIGENT, LLC OWNER indirect 2010-08-01 2012-03-30
ESSEX INVESTMENT MANAGEMENT COMPANY, LLC MANAGER MEMBER indirect 2010-12-01 2012-03-30
DEANS KNIGHT CAPITAL MANAGEMENT STOCKHOLDER indirect 2006-07-01 2012-04-17
WELCH & FORBES LLC SOLE MEMBER indirect 2010-12-01 2013-03-27
FRIESS ASSOCIATES, LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 2001-10-01 2013-03-28
FRIESS ASSOCIATES OF DELAWARE,LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 2001-10-01 2013-03-28
TRILOGY GLOBAL ADVISORS, LLC MANAGER MEMBER AND SOLE SHAREHOLDER indirect 2010-12-01 2013-05-01
TWEEDY, BROWNE COMPANY LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 1997-10-01 2013-07-08
GANNETT WELSH & KOTLER, LLC MANAGING MEMBER direct 2008-10-01 2014-03-14
GANNETT WELSH & KOTLER, LLC SHAREHOLDER indirect 2008-10-01 2014-03-14
TWEEDY, BROWNE COMPANY LLC AUTHORIZED PERSON OF MANAGING MEMBER indirect 2012-12-01 2014-03-25
WELCH & FORBES LLC STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2014-03-27
WELCH & FORBES LLC SERIES A MEMBER AND AUTHORIZED PERSON indirect 2011-03-01 2014-03-27
MANAGERS INVESTMENT GROUP LLC CORPORATE PARENT indirect 1999-04-01 2014-03-31
FRONTIER CAPITAL MANAGEMENT CO LLC MANAGER MEMBER indirect 2000-01-01 2014-03-31
ASTON ASSET MANAGEMENT, LP GENERAL PARTNER direct 2010-04-01 2014-03-31
ASTON ASSET MANAGEMENT, LP MANAGING MEMBER indirect 2010-04-01 2014-03-31
SOUTHERNSUN ASSET MANAGEMENT LLC MEMBER indirect 2013-12-01 2014-04-10
TWEEDY, BROWNE COMPANY LLC SOLE SHAREHOLDER indirect 1997-10-01 2014-12-01
YACKTMAN ASSET MANAGEMENT LP MEMBER indirect 2012-06-01 2015-01-05
FIRST QUADRANT LP SOLE MEMBER AND MANAGER indirect 2002-09-01 2015-03-30
FOYSTON, GORDON & PAYNE INC. SHAREHOLDER indirect 2005-06-01 2015-03-30
GANNETT WELSH & KOTLER, LLC MANAGER AND SOLE MEMBER indirect 2014-06-01 2015-03-30
BAKER STREET ADVISORS, LLC PARTNER indirect 2011-03-01 2015-04-07
LATTICE STRATEGIES LLC SOLE MEMBER indirect 2011-12-01 2015-05-05
LATTICE STRATEGIES LLC MEMBER direct 2012-02-01 2015-05-05
GANNETT WELSH & KOTLER, LLC MANAGER direct 2008-10-01 2016-03-21
GW&K INVESTMENT MANAGEMENT, LLC MANAGER AND SOLE MEMBER indirect 2014-06-01 2016-03-21
FOYSTON, GORDON & PAYNE INC. SHAREHOLDER indirect 2005-06-01 2016-03-29
PANTHEON VENTURES (US) LLP CORPORATE PARENT indirect 2010-02-01 2016-06-13
PANTHEON VENTURES INC. CORPORATE PARENT indirect 2010-06-01 2016-06-13
THE RENAISSANCE GROUP LLC SOLE MEMBER AND MANAGER indirect 2011-01-01 2016-07-11
FFT WEALTH MANAGEMENT LLC GENERAL PARTNER indirect 2011-03-01 2017-04-19

SYSTEMATIC FINANCIAL MANAGEMENT LP

ownership team - last updated 2017-04-19
Name Title Start Date Direct/Indirect % Ownership
MCCREESH HOLDINGS, LTD. LIMITED PARTNER 07/01/1996 Direct less than 5%
Fund Name Position direct/indirect start date end date
SYSTEMATIC FINANCIAL MANAGEMENT LP LIMITED PARTNER direct 1996-07-01
SYSTEMATIC FINANCIAL MANAGEMENT LP SHAREHOLDER indirect 1996-07-01
K. BURGESS HOLDINGS LTD. LIMITED PARTNER 03/01/1997 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SYSTEMATIC FINANCIAL MANAGEMENT LP LIMITED PARTNER direct 1997-03-01
SYSTEMATIC FINANCIAL MANAGEMENT LP SHAREHOLDER indirect 1997-03-01
G WOOD HOLDINGS LTD. LIMITED PARTNER 07/01/1996 Direct less than 5%
Fund Name Position direct/indirect start date end date
SYSTEMATIC FINANCIAL MANAGEMENT LP LIMITED PARTNER direct 1996-07-01
SYSTEMATIC FINANCIAL MANAGEMENT LP SHAREHOLDER indirect 1996-07-01
MUSHOCK, RONALD, MATTHEW MANAGING PARTNER & PORTFOLIO MANAGER 01/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
SYSTEMATIC FINANCIAL MANAGEMENT LP MANAGING PARTNER & PORTFOLIO MANAGER direct 2005-01-01
SYSTEMATIC FINANCIAL MANAGEMENT LP PORTFOLIO MANAGER direct 2005-01-01
SYSTEMATIC FINANCIAL MANAGEMENT LP MANAGING DIRECTOR & LIMITED PARTNER direct 2005-01-01
SYSTEMATIC FINANCIAL MANAGEMENT LP MANAGING DIRECTOR & PORTFOLIO MANAGER direct 2005-01-01
SYSTEMATIC FINANCIAL MANAGEMENT LP SHAREHOLDER indirect 2011-12-01
KOHLER, KAREN, ELIZABETH MANAGING PARTNER/CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER 03/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
SYSTEMATIC FINANCIAL MANAGEMENT LP MANAGING PARTNER/CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER direct 2006-03-01
SYSTEMATIC FINANCIAL MANAGEMENT LP SOLE MEMBER indirect 2008-04-01
JENNISON ASSOCIATES LLC CHIEF COMPLIANCE OFFICER, EXECUTIVE VICE PRESIDENT & DIRECTOR direct 1998-01-01 2002-04-01
JENNISON ASSOCIATES LLC EXECUTIVE VICE PRESIDENT, CHIEF OPERATIONS OFFICER, CHIEF COMPLIANCE OFFICER & DIRECTOR direct 2003-01-01 2003-01-28
JENNISON ASSOCIATES LLC EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER & DIRECTOR direct 2003-01-01 2003-03-28
JENNISON ASSOCIATES LLC EXECUTIVE VICE PRESIDENT, HEAD OF RETAIL DISTRIBUTION & DIRECTOR direct 2003-09-01 2004-05-20
JENNISON ASSOCIATES LLC EXECUTIVE VICE PRESIDENT, HEAD OF RETAIL DISTRIBUTION direct 2003-09-01 2004-05-20
SYSTEMATIC FINANCIAL MANAGEMENT LP CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER direct 2006-03-01 2007-06-01
SYSTEMATIC FINANCIAL MANAGEMENT LP PARTNER indirect 2008-04-01 2009-09-04
SYSTEMATIC FINANCIAL MANAGEMENT LP CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER direct 2006-03-01 2011-12-08
SYSTEMATIC FINANCIAL MANAGEMENT LP MANAGING DIRECTOR/CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER direct 2006-03-01 2012-01-10
MCCREESH, DANIEL, KEVIN MANAGING PARTNER/CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGER 07/01/1996 Direct less than 5%
Fund Name Position direct/indirect start date end date
SYSTEMATIC FINANCIAL MANAGEMENT LP CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGER direct 1996-07-01
SYSTEMATIC FINANCIAL MANAGEMENT LP SHAREHOLDER indirect 1996-07-01
SYSTEMATIC FINANCIAL MANAGEMENT LP MANAGING PARTNER/CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGER direct 1996-07-01
SYSTEMATIC FINANCIAL MANAGEMENT LP MANAGING DIRECTOR/CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGER direct 1996-07-01
SYSTEMATIC FINANCIAL MANAGEMENT LP PARTNER indirect 1996-07-01
BURGESS, KENNETH MANAGING PARTNER & PORTFOLIO MANAGER 03/01/1997 Direct less than 5%
Fund Name Position direct/indirect start date end date
SYSTEMATIC FINANCIAL MANAGEMENT LP MANAGING DIRECTOR & PORTFOLIO MANAGER direct 1997-03-01
SYSTEMATIC FINANCIAL MANAGEMENT LP SHAREHOLDER indirect 1997-03-01
SYSTEMATIC FINANCIAL MANAGEMENT LP MANAGING PARTNER & PORTFOLIO MANAGER direct 1997-03-01
SYSTEMATIC FINANCIAL MANAGEMENT LP PARTNER indirect 1997-03-01
WOOD, GREGORY, BALCOM MANAGING PARTNER & HEAD TRADER 07/01/1996 Direct less than 5%
Fund Name Position direct/indirect start date end date
SYSTEMATIC FINANCIAL MANAGEMENT LP MANAGING DIRECTOR & HEAD TRADER direct 1996-07-01
SYSTEMATIC FINANCIAL MANAGEMENT LP SHAREHOLDER indirect 1996-07-01
SYSTEMATIC FINANCIAL MANAGEMENT LP MANAGING PARTNER & HEAD TRADER direct 1996-07-01
SYSTEMATIC FINANCIAL MANAGEMENT LP PARTNER indirect 1996-07-01
KOHLER HOLDINGS LLC LIMITED PARTNER 04/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
SYSTEMATIC FINANCIAL MANAGEMENT LP LIMITED PARTNER direct 2008-04-01
SYSTEMATIC FINANCIAL MANAGEMENT LP MEMBER indirect 2008-04-01
MIDDAUGH, EOIN, EMERSON MANAGING PARTNER / PORTFOLIO MANAGER & LIMITED PARTNER 01/01/2010 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SYSTEMATIC FINANCIAL MANAGEMENT LP PORTFOLIO MANAGER/LIMITED PARTNER direct 2010-01-01
SYSTEMATIC FINANCIAL MANAGEMENT LP MANAGING PARTNER / PORTFOLIO MANAGER & LIMITED PARTNER direct 2010-01-01
SYSTEMATIC FINANCIAL MANAGEMENT LP MANAGING DIRECTOR / PORTFOLIO MANAGER & LIMITED PARTNER direct 2010-01-01
TITAN NJ LP HOLDINGS LLC GENERAL PARTNER 12/01/2010 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SYSTEMATIC FINANCIAL MANAGEMENT LP GENERAL PARTNER direct 2010-12-01
MUSHOCK HOLDINGS INC. LIMITED PARTNER 01/01/2012 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SYSTEMATIC FINANCIAL MANAGEMENT LP LIMITED PARTNER direct 2012-01-01
AFFILIATED MANAGERS GROUP, INC. SOLE MEMBER TITAN NJ LP HOLDINGS LLC 12/01/2010 Indirect 75% or more
Fund Name Position direct/indirect start date end date
HARTWELL J M LTD PARTNERSHIP SOLE MEMBER indirect 1994-05-01
FQN MANAGEMENT LLC OWNER indirect 1995-12-01
BURRIDGE GROUP LLC OWNER indirect 1996-12-01
RORER ASSET MANAGEMENT LLC 100% STOCKHOLDER indirect 1999-01-01
THE MANAGERS FUNDS LLC CORPORATE PARENT indirect 1999-04-01
MANAGERS INVESTMENT GROUP LLC SOLE SHAREHOLDER indirect 1999-04-01
ASTON ASSET MANAGEMENT, LP SOLE SHAREHOLDER indirect 1999-04-01
FRONTIER PERFORMANCE ADVISERS LP MANAGING MEMBER OF THE GENERAL PARTNER indirect 2000-01-01
GIML, LLP SHAREHOLDER indirect 2000-12-01
GENESIS FUND MANAGERS, LLP SHAREHOLDER indirect 2000-12-01
BLUEMOUNTAIN CAPITAL MANAGEMENT L.P. SHAREHOLDER indirect 2000-12-01
SYSTEMATICA INVESTMENTS LIMITED SHAREHOLDER indirect 2000-12-01
BLUEMOUNTAIN CLO MANAGEMENT, LLC SHAREHOLDER indirect 2000-12-01
BLUEMOUNTAIN FUJI MANAGEMENT, LLC SHAREHOLDER indirect 2000-12-01
PANTHEON VENTURES (US) LP CORPORATE PARENT indirect 2000-12-01
PANTHEON VENTURES INC. CORPORATE PARENT indirect 2000-12-01
SYSTEMATICA INVESTMENTS SINGAPORE PTE. LTD. SHAREHOLDER indirect 2000-12-01
SYSTEMATICA INVESTMENTS GP LIMITED SHAREHOLDER indirect 2000-12-01
THIRD AVENUE MANAGEMENT LLC EQUITYHOLDER OF AMG NEW YORK HOLDINGS CORP. indirect 2002-05-01
IVORY INVESTMENT MANAGEMENT, L.P. MEMBER AND MANAGER indirect 2002-09-01
FIRST QUADRANT LP SOLE MANAGING MEMBER indirect 2002-09-01
GENESIS ASSET MANAGERS, LLP SHAREHOLDER indirect 2004-06-01
TIMESSQUARE CAPITAL MANAGEMENT, LLC SHAREHOLDER indirect 2004-11-01
AQR CAPITAL MANAGEMENT, LLC MEMBER indirect 2004-11-01
CNH PARTNERS, LLC MEMBER indirect 2004-11-01
BEUTEL, GOODMAN & COMPANY LTD. SHAREHOLDER indirect 2005-06-01
FOYSTON, GORDON & PAYNE INC. SHAREHOLDER - SERIES A indirect 2005-06-01
MONTRUSCO BOLTON INVESTMENTS, INC. SHAREHOLDER indirect 2005-07-01
CHICAGO EQUITY PARTNERS LLC SHAREHOLDER indirect 2006-12-01
GW&K INVESTMENT MANAGEMENT, LLC MANAGER MEMBER direct 2008-10-01
HARTWELL J M LTD PARTNERSHIP SHAREHOLDER indirect 2009-07-01
HARDING LOEVNER LLC OWNER indirect 2009-08-01
ASTON ASSET MANAGEMENT LLC GENERAL PARTNER direct 2010-04-01
ASTON ASSET MANAGEMENT LLC SHAREHOLDER indirect 2010-04-01
SYSTEMATIC FINANCIAL MANAGEMENT LP SOLE MEMBER indirect 2010-12-01
TRILOGY GLOBAL ADVISORS, LP MANAGING MEMBER AND SOLE SHAREHOLDER indirect 2010-12-01
THE RENAISSANCE GROUP LLC MANAGER MEMBER direct 2011-01-01
THE RENAISSANCE GROUP LLC SOLE MEMBER AND MANAGER indirect 2011-01-01
VERITABLE LP PARTNER indirect 2011-03-01
CLARFELD FINANCIAL ADVISORS INC PARTNER indirect 2011-03-01
WELCH & FORBES LLC SERIES A MEMBER AND MANAGER indirect 2011-03-01
BAKER STREET ADVISORS, LLC GENERAL PARTNER indirect 2011-03-01
MYCIO WEALTH PARTNERS, LLC GENERAL PARTNER indirect 2011-03-01
WP GROUP, LLC GENERAL PARTNER indirect 2011-03-01
YACKTMAN ASSET MANAGEMENT LP LIMITED PARTNER direct 2012-06-01
TWEEDY, BROWNE COMPANY LLC MANAGING MEMBER indirect 2012-12-01
SOUTHERNSUN ASSET MANAGEMENT LLC MEMBER direct 2014-03-01
RIVER ROAD ASSET MANAGEMENT, LLC MEMBER indirect 2014-03-01
RIVER ROAD ASSET MANAGEMENT, LLC MEMBER direct 2014-06-01
SOUTHERNSUN ASSET MANAGEMENT LLC MEMBER indirect 2014-06-01
FRONTIER CAPITAL MANAGEMENT CO LLC MANAGER MEMBER indirect 2014-06-01
GW&K INVESTMENT MANAGEMENT, LLC MANAGER AND SOLE MEMBER indirect 2014-06-01
YACKTMAN ASSET MANAGEMENT LP MANAGER AND SOLE MEMBER indirect 2014-10-01
VERITAS ASSET MANAGEMENT LLP ULTIMATE PARENT COMPANY indirect 2014-10-01
IVORY INVESTMENT MANAGEMENT, L.P. PARTNER indirect 2015-10-01
CAPEVIEW CAPITAL LLP MANAGING MEMBER indirect 2016-06-01
RENAISSANCE INVESTMENT MANAGEMENT GENERAL PARTNER direct 1995-11-01 2001-04-24
HARTWELL J M LTD PARTNERSHIP SHAREHHOLDER OF GENERAL PARTNER direct 1994-05-01 2001-09-26
HARTWELL J M LTD PARTNERSHIP SHAREHHOLDER OF GENERAL PARTNER direct 1995-10-01 2002-03-25
PARADIGM ASSET MANAGEMENT COMPANY, L.L.C MEMBER direct 1995-03-01 2002-06-10
THIRD AVENUE MANAGEMENT LLC EQUITYHOLDER OF AMG NEW YORK HOLDINGS CORP. indirect 2002-05-01 2002-08-13
GEOCAPITAL LLC SOLE STOCKHOLDER OF GCC indirect 1997-09-01 2003-05-29
RESEARCH AFFILIATES, LLC OWNER indirect 1995-12-01 2004-02-06
PW REDWOOD SEQUOIA MANAGEMENT LLC OWNER indirect 2000-01-01 2004-03-30
DAVIS HAMILTON JACKSON & ASSOCIATES LP 100% STOCKHOLDER OF GP & AMG/TBC direct 1998-12-01 2004-03-31
GENESIS ASSET MANAGERS, LLP SHAREHOLDER indirect 2000-12-01 2004-09-03
SKYLINE ASSET MANAGEMENT, L.P. GENERAL PARTNER direct 1995-08-01 2005-03-24
HARTWELL J M LTD PARTNERSHIP SHAREHOLDER OF GENERAL PARTNER direct 1995-10-01 2005-03-29
WELCH & FORBES LLC 100% STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2005-03-31
RORER ASSET MANAGEMENT LLC 100% STOCKHOLDER OF MANAGING MEMBER indirect 1999-01-01 2005-05-24
RORER ASSET MANAGEMENT LLC 100% STOCKHOLDER OF MANAGING MEMBER indirect 1999-01-01 2006-03-27
GOFEN AND GLOSSBERG, L.L.C. MANAGER MEMBER direct 1997-05-01 2006-03-29
GEOCAPITAL LLC MANAGER MEMBER direct 1997-09-01 2006-04-04
GEOCAPITAL LLC SOLE STOCKHOLDER OF AMG CAPITAL indirect 1997-09-01 2006-04-04
CHICAGO EQUITY PARTNERS LLC MEMBER direct 2006-12-01 2007-01-03
CHICAGO EQUITY PARTNERS LLC SHAREHOLDER indirect 2006-12-01 2007-03-23
FRONTIER CAPITAL MANAGEMENT CO LLC MANAGER MEMBER indirect 2000-01-01 2007-03-28
DAVIS HAMILTON JACKSON & ASSOCIATES LP 100% STOCKHOLDER OF GP & AMG/TBC indirect 1998-12-01 2008-03-28
SKYLINE ASSET MANAGEMENT, L.P. SPECIAL LIMITED PARTNER direct 2005-10-01 2008-03-28
DEANS KNIGHT CAPITAL MANAGEMENT STOCKHOLDER indirect 2006-07-01 2009-02-19
GOFEN AND GLOSSBERG, L.L.C. NON-MANAGER MEMBER indirect 1997-05-01 2009-03-23
GANNETT WELSH & KOTLER, LLC DIRECT OWNER direct 2008-09-01 2009-03-31
HARTWELL J M LTD PARTNERSHIP SHAREHOLDER indirect 1994-05-01 2010-03-24
FIRST QUADRANT LP OWNER indirect 1995-12-01 2010-03-30
DAVIS HAMILTON JACKSON & ASSOCIATES LP 100% STOCKHOLDER OF AMG/TBC indirect 1998-12-01 2010-03-30
FIRST QUADRANT LP OWNER indirect 2002-09-01 2010-06-02
SYSTEMATIC FINANCIAL MANAGEMENT LP GENERAL PARTNER direct 1995-05-01 2010-08-06
WELCH & FORBES LLC STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2010-10-05
WELCH & FORBES LLC MEMBER direct 2001-11-01 2010-10-05
RENAISSANCE INVESTMENT MANAGEMENT LLC MEMBER direct 1995-11-01 2010-10-11
TRILOGY GLOBAL ADVISORS, LLC GENERAL PARTNER direct 2010-12-01 2010-12-22
WELCH & FORBES LLC STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2011-03-31
FFT WEALTH MANAGEMENT LLC EQUITY HOLDER OF AMG NEW YORK HOLDINGS CORP indirect 2002-05-01 2011-03-31
ESSEX INVESTMENT MANAGEMENT CO LLC MANAGING MEMBER direct 1998-03-01 2011-05-03
SYSTEMATIC FINANCIAL MANAGEMENT LP SOLE MEMBER indirect 2010-12-01 2012-01-10
TWEEDY, BROWNE COMPANY LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 1997-10-01 2012-03-16
FORTIGENT, LLC OWNER indirect 2010-08-01 2012-03-30
FORTIGENT, LLC OWNER indirect 2010-08-01 2012-03-30
ESSEX INVESTMENT MANAGEMENT COMPANY, LLC MANAGER MEMBER indirect 2010-12-01 2012-03-30
DEANS KNIGHT CAPITAL MANAGEMENT STOCKHOLDER indirect 2006-07-01 2012-04-17
WELCH & FORBES LLC SOLE MEMBER indirect 2010-12-01 2013-03-27
FRIESS ASSOCIATES, LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 2001-10-01 2013-03-28
FRIESS ASSOCIATES OF DELAWARE,LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 2001-10-01 2013-03-28
TRILOGY GLOBAL ADVISORS, LLC MANAGER MEMBER AND SOLE SHAREHOLDER indirect 2010-12-01 2013-05-01
TWEEDY, BROWNE COMPANY LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 1997-10-01 2013-07-08
GANNETT WELSH & KOTLER, LLC MANAGING MEMBER direct 2008-10-01 2014-03-14
GANNETT WELSH & KOTLER, LLC SHAREHOLDER indirect 2008-10-01 2014-03-14
TWEEDY, BROWNE COMPANY LLC AUTHORIZED PERSON OF MANAGING MEMBER indirect 2012-12-01 2014-03-25
WELCH & FORBES LLC STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2014-03-27
WELCH & FORBES LLC SERIES A MEMBER AND AUTHORIZED PERSON indirect 2011-03-01 2014-03-27
MANAGERS INVESTMENT GROUP LLC CORPORATE PARENT indirect 1999-04-01 2014-03-31
FRONTIER CAPITAL MANAGEMENT CO LLC MANAGER MEMBER indirect 2000-01-01 2014-03-31
ASTON ASSET MANAGEMENT, LP GENERAL PARTNER direct 2010-04-01 2014-03-31
ASTON ASSET MANAGEMENT, LP MANAGING MEMBER indirect 2010-04-01 2014-03-31
SOUTHERNSUN ASSET MANAGEMENT LLC MEMBER indirect 2013-12-01 2014-04-10
TWEEDY, BROWNE COMPANY LLC SOLE SHAREHOLDER indirect 1997-10-01 2014-12-01
YACKTMAN ASSET MANAGEMENT LP MEMBER indirect 2012-06-01 2015-01-05
FIRST QUADRANT LP SOLE MEMBER AND MANAGER indirect 2002-09-01 2015-03-30
FOYSTON, GORDON & PAYNE INC. SHAREHOLDER indirect 2005-06-01 2015-03-30
GANNETT WELSH & KOTLER, LLC MANAGER AND SOLE MEMBER indirect 2014-06-01 2015-03-30
BAKER STREET ADVISORS, LLC PARTNER indirect 2011-03-01 2015-04-07
LATTICE STRATEGIES LLC SOLE MEMBER indirect 2011-12-01 2015-05-05
LATTICE STRATEGIES LLC MEMBER direct 2012-02-01 2015-05-05
GANNETT WELSH & KOTLER, LLC MANAGER direct 2008-10-01 2016-03-21
GW&K INVESTMENT MANAGEMENT, LLC MANAGER AND SOLE MEMBER indirect 2014-06-01 2016-03-21
FOYSTON, GORDON & PAYNE INC. SHAREHOLDER indirect 2005-06-01 2016-03-29
PANTHEON VENTURES (US) LLP CORPORATE PARENT indirect 2010-02-01 2016-06-13
PANTHEON VENTURES INC. CORPORATE PARENT indirect 2010-06-01 2016-06-13
THE RENAISSANCE GROUP LLC SOLE MEMBER AND MANAGER indirect 2011-01-01 2016-07-11
FFT WEALTH MANAGEMENT LLC GENERAL PARTNER indirect 2011-03-01 2017-04-19
MUSHOCK, RONALD, MATTHEW SHAREHOLDER MUSHOCK HOLDINGS, INC. 12/01/2011 Indirect 75% or more
Fund Name Position direct/indirect start date end date
SYSTEMATIC FINANCIAL MANAGEMENT LP MANAGING PARTNER & PORTFOLIO MANAGER direct 2005-01-01
SYSTEMATIC FINANCIAL MANAGEMENT LP PORTFOLIO MANAGER direct 2005-01-01
SYSTEMATIC FINANCIAL MANAGEMENT LP MANAGING DIRECTOR & LIMITED PARTNER direct 2005-01-01
SYSTEMATIC FINANCIAL MANAGEMENT LP MANAGING DIRECTOR & PORTFOLIO MANAGER direct 2005-01-01
SYSTEMATIC FINANCIAL MANAGEMENT LP SHAREHOLDER indirect 2011-12-01
MCCREESH, DANIEL, KEVIN SHAREHOLDER MCCREESH HOLDNGS LTD 07/01/1996 Indirect 75% or more
Fund Name Position direct/indirect start date end date
SYSTEMATIC FINANCIAL MANAGEMENT LP CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGER direct 1996-07-01
SYSTEMATIC FINANCIAL MANAGEMENT LP SHAREHOLDER indirect 1996-07-01
SYSTEMATIC FINANCIAL MANAGEMENT LP MANAGING PARTNER/CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGER direct 1996-07-01
SYSTEMATIC FINANCIAL MANAGEMENT LP MANAGING DIRECTOR/CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGER direct 1996-07-01
SYSTEMATIC FINANCIAL MANAGEMENT LP PARTNER indirect 1996-07-01
WOOD, GREGORY, BALCOM SHAREHOLDER G. WOOD HOLDINGS LTD. 07/01/1996 Indirect 75% or more
Fund Name Position direct/indirect start date end date
SYSTEMATIC FINANCIAL MANAGEMENT LP MANAGING DIRECTOR & HEAD TRADER direct 1996-07-01
SYSTEMATIC FINANCIAL MANAGEMENT LP SHAREHOLDER indirect 1996-07-01
SYSTEMATIC FINANCIAL MANAGEMENT LP MANAGING PARTNER & HEAD TRADER direct 1996-07-01
SYSTEMATIC FINANCIAL MANAGEMENT LP PARTNER indirect 1996-07-01
KOHLER, KAREN, ELIZABETH SOLE MEMBER KOHLER HOLDINGS LLC 04/01/2008 Indirect 75% or more
Fund Name Position direct/indirect start date end date
SYSTEMATIC FINANCIAL MANAGEMENT LP MANAGING PARTNER/CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER direct 2006-03-01
SYSTEMATIC FINANCIAL MANAGEMENT LP SOLE MEMBER indirect 2008-04-01
JENNISON ASSOCIATES LLC CHIEF COMPLIANCE OFFICER, EXECUTIVE VICE PRESIDENT & DIRECTOR direct 1998-01-01 2002-04-01
JENNISON ASSOCIATES LLC EXECUTIVE VICE PRESIDENT, CHIEF OPERATIONS OFFICER, CHIEF COMPLIANCE OFFICER & DIRECTOR direct 2003-01-01 2003-01-28
JENNISON ASSOCIATES LLC EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER & DIRECTOR direct 2003-01-01 2003-03-28
JENNISON ASSOCIATES LLC EXECUTIVE VICE PRESIDENT, HEAD OF RETAIL DISTRIBUTION & DIRECTOR direct 2003-09-01 2004-05-20
JENNISON ASSOCIATES LLC EXECUTIVE VICE PRESIDENT, HEAD OF RETAIL DISTRIBUTION direct 2003-09-01 2004-05-20
SYSTEMATIC FINANCIAL MANAGEMENT LP CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER direct 2006-03-01 2007-06-01
SYSTEMATIC FINANCIAL MANAGEMENT LP PARTNER indirect 2008-04-01 2009-09-04
SYSTEMATIC FINANCIAL MANAGEMENT LP CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER direct 2006-03-01 2011-12-08
SYSTEMATIC FINANCIAL MANAGEMENT LP MANAGING DIRECTOR/CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER direct 2006-03-01 2012-01-10
BURGESS, KENNETH SHAREHOLDER K. BURGESS HOLDINGS LTD. 03/01/1997 Indirect 75% or more
Fund Name Position direct/indirect start date end date
SYSTEMATIC FINANCIAL MANAGEMENT LP MANAGING DIRECTOR & PORTFOLIO MANAGER direct 1997-03-01
SYSTEMATIC FINANCIAL MANAGEMENT LP SHAREHOLDER indirect 1997-03-01
SYSTEMATIC FINANCIAL MANAGEMENT LP MANAGING PARTNER & PORTFOLIO MANAGER direct 1997-03-01
SYSTEMATIC FINANCIAL MANAGEMENT LP PARTNER indirect 1997-03-01

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