In this episode of Rosemont Roundtable, Chris Banholzer joins colleagues Chas Burkhart and Brad Mook to examine the fragile state of long-only, active boutique managers. They explore causes behind widespread AUM declines and firm closures, discuss leadership and ownership challenges, and share insights on building more resilient, sustainable boutiques.

In this episode of Rosemont Roundtable, Chas sits down with Nikki Kraus, CEO of Strategic Investment Group, a leading $31B pure-play OCIO for endowments, foundations, and other institutions. With over three decades of experience advising investment committees, Nikki shares her perspective on the evolution of the OCIO model, the sustaining principles that drive Strategic’s success, the company’s client centricity, its culture and organizational approach, and its ownership architecture. 

In this episode of Rosemont Roundtable, Brad Mook and Chas Burkhart speak with Amanda Tepper and Ravi Venkataraman, leaders of Chestnut Advisory Group and their new market research division, The Chestnut Solutions Institute.

The discussion lifts the hood on the OCIO/investment solutions industry, exploring how the space is defined, competitive challenges and growth opportunities, firm approaches, keys to sustainability, M&A trends, the wealth management segment's growing popularity, and more. All four participants bring long investment experience and varied backgrounds to this insightful conversation, offering valuable perspectives for anyone involved in or following the evolution of investment solutions. 

In this year-end episode of the Rosemont Roundtable podcast, Rosemont leaders Chas Burkhart and Brad Mook tackle a topic essential to the success of all firms in the investment industry ecosystem. With decades of experience, Chas and Brad offer broad-based thinking and practical approaches to managing internal ownership changes while safeguarding a firm's long-term health.

Key points in their discussion:

• Why building adaptable equity programs is essential for preparing future leaders and maintaining organizational stability.
• How firms have adjusted their approaches to ownership over time, balancing employee ownership with external capital opportunities.
• Specific metrics and examples of firms that have successfully transitioned employee ownership over decades.
• Practical methods for aligning leadership, addressing disparate market valuations, and creating equity programs which align with strategy goals. 

Internal equity transition isn’t just about operational logistics—it represents a firm's commitment to continuity, leadership and its culture. This episode shows how firms can handle these transitions to create multi-generational legacy through smart planning and clear direction.

All episodes of the Rosemont Roundtable podcast are available on Apple Podcasts, Spotify and more. Receive the episodes as soon as they premiere by subscribing today.

In the latest episode of the Rosemont Roundtable podcast, we sit down with two special guests for a conversation about a transaction between two Rosemont Investments – Wilbanks Smith and Thomas (WST) and Clearstead – in which WST was acquired by Clearstead and rebranded as Clearstead Advisory Solutions.  Today, Clearstead has $44 billion assets under advisement*, including a significant chunk of assets under management.

Co-Chairman of Clearstead, Carl Tippit, CFA, and Executive Managing Director of Clearstead (formerly of WST) Wayne Wilbanks CFA, explored the intricacies of WST’s acquisition into Clearstead. Host Chas Burkhart, CEO of Rosemont, set the stage by detailing the long-standing relationships and critical strategic decisions that led to WST’s acquisition by Clearstead.

Now, six months post-merger, Wilbanks and Tippit share their personal reflections, recounting the journey from separate entities to a unified, forward-thinking team. The discussion calls attention to the importance of cultural fit, strategic alignment and a shared vision for long-term growth.

Key talking points from the conversation:

• Clearstead's acquisition strategy, particularly their integration of OCIO (Outsourced Chief Investment Officer) services.
• The development of Clearstead's alternatives platform, designed to make efficient investments in private equity, has proven to be a cornerstone of the company's success.
• Wayne highlighted the crucial role of cultural fit in their partnership, emphasizing the need for a partner who would support WST's existing team and nurture the next generation of leaders.
• Their shared long-term vision for continued growth, the need for strategic planning and the importance of maintaining aligned financial partners to ensure long-term success and sustainability.

Tune in now for insights on the power of strategic alignment and business growth. All episodes of the Rosemont Roundtable podcast are available on Apple Podcasts, Spotify and more.

*Approximate AUM of Clearstead at the time of recording.

This month on the Rosemont Roundtable podcast (formerly Global Investment Leaders), we are re-releasing an interview with Rosemont CEO Chas Burkhart and Chris Mackay, Managing Director, Client Service & Marketing at 1607 Capital Partners, a $4 billion* Richmond-based boutique asset management firm offering equity and fixed income closed-end fund portfolios.

In October 2022, Chris Mackay joined the podcast to share insights into 1607's investment strategy, the evolution of its process and its approach to client service. Since this episode originally aired, we've seen closed-end fund discounts widen to near-historic levels, presenting an unusual investment opportunity and making this conversation particularly relevant.

Throughout their conversation, Burkhart and Mackay discuss:

• The definition of closed-end funds and how they have been a reliable source of excess returns in portfolios over time
• The genesis of the firm’s investment strategy and the compelling opportunity the firm’s founding partners saw in the closed-end fund niche
• The evolution of 1607’s investment process, which Mackay notes has benefited from meaningful advances while still focusing on the same core strategy
• The client base at 1607—which primarily includes institutional clients such as endowments, foundations and pensions—and the long-term relationships the firm maintains
• The company’s approach to attracting and retaining talent, including the purpose behind the firm’s employee ownership and why it intends to retain its independence to ensure long-term success

Tune in now for insights on closed-end funds and opportunities in the current investment market.

All episodes of the Rosemont Roundtable podcast are available on Apple Podcasts, Spotify and more.

*Approximate AUM of 1607 Capital Partners at time of recording.

In our newest installment of Rosemont Roundtable, Brad Mook sits down with Chris Banholzer, who joined Rosemont six months ago as our director of investments, to discuss his experience and perspectives on the investment and wealth management industries.

Chris comes from a diverse background of work in family offices, investment banking and private equity, adding depth and a fresh viewpoint to Rosemont's intentionally small team. His addition was a carefully considered step to enhance Rosemont's operating capabilities and industry knowledge.

During their conversation, Brad and Chris explore many topics, including:

• The value of boutique firms and Rosemont's niche in the evolving asset and wealth management landscape.
• How Rosemont's permanent capital model and long-term philosophy create alignment with partner firms.
• The benefits of focusing on strengths over market share in investment management.
• Insights on Rosemont's positive partnership with Markel Ventures and its impact on investment strategy.

This conversation offers valuable insights into Rosemont's approach and the current state of the investment management industry. If you want to learn more or have any questions, please don't hesitate to contact us.

All episodes of the Rosemont podcast—including Rosemont Roundtable and Global Investment Leaders—are available on Apple Podcasts, Spotify and more. Subscribe today to receive new episodes as soon as they premiere.

In the latest episode of Rosemont Roundtable, Chas Burkhart sat down with Andrew Crowley, president of Markel Ventures at Markel Group, to discuss both firms' unique commitment to making permanent capital investments in the investment and wealth management industries.

Although it started as an insurance company in 1930, Markel Group has grown to include a broader array of business interests, transforming it into a Fortune 500 company. This growth is anchored in shared values and long-term investment philosophies, which form the bedrock of the partnership.

Chas and Andrew discuss a variety of topics, including:

• Why Rosemont and Markel were drawn to each other, and how each views opportunity in the asset and wealth management space.
• The significance of a true permanent partnership model and how it is optimal for sustained success.
• A brief overview of Rosemont and Markel’s history and their compatible approaches to finding distinctive investment partners.
• Why true permanence is uncommon in the industry and the challenges in determining the markers for success.

Overall, the conversation underscores both firms' foundational commitment to being "built-to-last, not built-to-sell." It's a thought-provoking conversation you won't want to miss.

If you have any questions or want to learn more, please don't hesitate to contact us.

All episodes of the Rosemont podcast—including Rosemont Roundtable and Global Investment Leaders—are available on Apple Podcasts, Spotify, and more. Receive the episodes as soon as they premiere by subscribing today.

In the latest episode of Rosemont Roundtable: Exploring the Business of Investment Management, Brad Mook sat down with Jim DeWolfe, managing member and president of Northside Capital Management, for a compelling conversation on Northside’s unique investment philosophy, its approach to ultra-high-net-worth client management and the strategic partnership with Rosemont.

With Northside's expertise in managing over $5 billion in assets and its commitment to maintaining long-term independence and stability, Jim shares insights on Northside's foundation, its customized investment strategies and how the firm stands out in the wealth management landscape. The episode also looks at Northside’s investing methodology, including the significance of a personalized approach in portfolio management and being opportunistic based on market conditions.

Specifically, Brad and Jim talked about:

• Jim's journey from Morgan Stanley to founding Northside Capital Management in 2005, aiming to bring institutional capital markets experience to ultra-high-net-worth families.
• Northside's philosophy of building customized portfolios tailored to each client's needs, incorporating a mix of third-party managers and individual securities.
• Rosemont's recent minority equity investment in Northside, supporting the firm's long-term independence, stability and succession planning.
• Jim's vision for Northside's continued improvement, supported by Rosemont's strategic guidance.
• Timely opportunities in today’s investment landscape, including specific areas within credit markets, the optimal hunting ground for security selection, and non-consensus positioning within private equity.
•  

The conversation provides insight into Northside’s differentiated business and the new affiliation with Rosemont. If you have any questions or want to learn more, please don't hesitate to contact us.

All episodes of the Rosemont podcast—including Rosemont Roundtable and Global Investment Leaders—are available on Apple Podcasts, Spotify, and more. Receive the episodes as soon as they premiere by subscribing today.

In the latest episode of the Rosemont Roundtable: Exploring the Business of Investment Management (formerly known as Global Investment Leaders), Chas Burkhart sat down with Barclay Douglas, an investment industry veteran with over 15 years at the helm of Criterium Advisors, a firm offering traditional consulting services, but focused on Outsourced Chief Investment Officer (OCIO) search. 

During their conversation, Barclay shares his wisdom into various aspects of the investment management industry, and specifically his wide-ranging observations on the OCIO space.

Specifically, they discuss:

• Barclay's background and his career trajectory, from his early days as a trainee stockbroker, to investment management marketing and business leadership, to founding Criterium Advisors, which initially focused on total fund management consulting but expanded into traditional institutional consulting and OCIO search services in 2013.
• Perspectives on the growing demand for OCIO services, competitive dynamics, business models, distinguishing characteristics, scale and offerings.
• How Criterium and Rosemont evaluate OCIO businesses and performance and the challenges in comparison, highlighting the need for a more nuanced approach beyond traditional benchmarking.
• The potential future of private equity; the importance of finding an OCIO with an understanding of the space and significant outperformance in U.S. markets.
• The risks associated with finding the right OCIO, including undervaluing the importance of expertise in alternative investments, over-reliance on quantitative metrics, inadequately assessing fee structures and underestimating the dynamic nature of the asset management industry.
• Industry developments and trends that are top of mind and views on current sales and marketing strategies.

Overall, the conversation provides insights into the complexities and dynamics of the OCIO industry, emphasizing the importance of client relationships, investment integrity and sustainable business practices.

In the latest episode of the Rosemont Roundtable: Exploring the Business of Investment Management (formerly known as Global Investment Leaders), Brad Mook sat down with Wes Gallup, managing director and chief operating officer of Cary Street Partners, an independent wealth management firm based in Richmond, Virginia, with more than $8 billion in assets under management.* Their conversation centers around the evolution of Cary Street and offers insights into industry trends, growth strategy and technology's role in modern wealth management firms.

Specifically, Brad and Wes discuss:

• How Cary Street pivoted from a corporate advisory firm to a full-service wealth management firm after an acquisition in 2007.
• The firm's focus on both organic and inorganic growth, including prioritizing acquisitions that enhance capabilities and improve client service over raw scale.
• Managing growth by providing advisor independence while maintaining a cohesive brand.
• The importance of technology adoption for operating efficiencies and staying competitive in the modern wealth management industry.
• The potential for AI and emerging technologies to enhance productivity, even while recognizing the irreplaceable value of human relationships in the advisor-client dynamic.

Overall, the conversation underscores the importance of client-centricity, organic growth and thoughtful implementation of technology to achieve long-term success in the evolving industry landscape.

All episodes of the Rosemont podcast—including Rosemont Roundtable and Global Investment Leaders—are available on Apple Podcasts, Spotify, Google Podcasts and more. Receive the episodes as soon as they premiere by subscribing today.

*As of March 25, 2024, Cary Street Partners manages approximately $8 billion in assets. 

In this episode of the Global Investment Leaders podcast, Chas Burkhart, CEO of Rosemont, sat down for a conversation with Jan van Eck, CEO of VanEck, a roughly $90 billion* multi-asset firm headquartered in New York. Founded in 1955 by Jan's father, John van Eck, VanEck has gradually diversified, with the ETF business becoming dominant since its inception in 2006. Their conversation covers Jan's leadership evolution, the importance of culture and building strong teams, the strategic focus on the ETF business and the importance of being able to pivot in the rapidly changing financial services space.

Specifically, Chas and Jan discuss:

• The evolution of VanEck over its nearly 70-year history, from a pioneering gold business to a diversified provider of niche investment offerings.
• Jan's role as CEO and the growth of VanEck as a leader in the industry, including the importance of focusing on personal and organizational strengths.
• The culture at VanEck, highlighting the importance of hiring industry experts and the resilience fostered by the tolerance for cyclicality in resource-based businesses, leading to a remarkably low turnover rate.
• VanEck's approach to growing and pivoting the ETF business, including their two phases of product design and the current shift towards a more distribution-oriented industry.
• The role of performance in driving investor sentiment and flows, and how market direction, whether income or equity-oriented, plays a crucial role in decision-making.
• Identifying industry disruptors and VanEck's positioning in the cryptocurrency and blockchain space.
• The broader industry trend of consolidation through mergers and acquisitions, and the benefits of being a private, employee-owned company with a long-term perspective.

Overall, this episode highlights a business-minded leader who understands the importance of firm culture, building a strong team and taking strategic risks.

All episodes of the Global Investment Leaders podcast are available on Apple Podcasts, Spotify, Google Podcasts and more. Receive the episodes as soon as they premiere by subscribing today.

*As of February 7, 2024, VanEck manages approximately $90 billion in assets. 

In this episode of the Global Investment Leaders podcast, Rosemont’s Brad Mook sits down with Todd Briddell, chief executive officer and chief investment officer of CenterSquare Investment Management. CenterSquare is an employee-owned global real estate investment firm founded in 1987, managing over $14 billion in equity capital. The firm operates domestically and globally and offers a range of solutions for institutional investors.

During the conversation, Briddell sheds light on CenterSquare's evolution and how they navigated functional and ownership succession through a sale of the firm, a management buyout and rebranding.

Specifically, Briddell and Mook discuss:

• CenterSquare's commitment to thematic investing, bringing a macro view to the table, and the importance of a client-first mentality to meet client needs effectively.
• CenterSquare's ownership journey, starting as a founder-owned entity, being acquired by BNY Mellon in 2006, and executing a management buyout in 2018.
• Details on the ownership structure post-management buyout, emphasizing inclusivity and the participation of a larger group of individuals.
• CenterSquare's strategic position between large corporate-owned firms and smaller, founder-led entities.
• The significance of cross-fertilization within the organization and how teams are brought together to prevent silos.

Overall, the conversation offers valuable insights into CenterSquare's unique trajectory and broader lessons for small and mid-size firms seeking sustainable growth and strategic positioning in today's evolving landscape.

All Global Investment Leaders podcast episodes are available on Apple Podcasts, Spotify, Google Podcasts and more. Access episodes as soon as they release by subscribing today.

In this special year-end episode of the Global Investment Leaders podcast, Rosemont CEO Chas Burkhart and Rosemont Managing Director Brad Mook sit down to reflect on the industry trends and developments they observed this year. 2023 marks five years with Markel as the firm's permanent capital provider, and Rosemont has evolved from a legacy PE fund structure to a permanent capital approach. Brad and Chas discuss the benefits of long-term sustainability in contrast to the traditional exit-focused models.

Specifically, they discuss:

• The unique relationship they've built with Markel since beginning their relationship five years ago and the importance of alignment and shared values in a partnership.
• The evolving motives and agendas shaping investment decisions, emphasizing the importance of patience and understanding in fostering successful, long-term relationships.
• The industry focus on volume and valuation, and Rosemont's views on measuring success beyond traditional metrics.
• The state of the marketplace, opportunities in wealth management alternatives and the role of smaller players in the industry.
• How Rosemont has continued to refine the characteristics and values that make potential partners a good fit.

Burkhart and Mook also share exciting firm updates, including the addition of new team member Chris Banholzer, as well as a pending investment.

All episodes of the Global Investment Leaders podcast are available on Apple Podcasts, Spotify, Google Podcasts and more. Receive the episodes as soon as they premiere by subscribing today.

In the latest episode of the Global Investment Leaders podcast, Chas Burkhart, CEO of Rosemont, sits down for a conversation with Kane Brenan, CEO of TIFF Investment Management. TIFF offers outsourced CIO (OCIO) and private equity investment solutions primarily to endowments, foundations, and other charitable organizations, and manages or advises on $8 billion in assets*. The conversation between Chas and Kane revolves around TIFF's structure, investment philosophy and the challenges and opportunities in the industry.

Throughout this episode, Kane and Chas discuss:

• Differentiators in the Competitive OCIO Space: The three main differentiators that set TIFF apart in this field
• Leadership Approach: His approach to his role as CEO and how he divides his time between strategy and direction, team development and mentoring, client engagement and investment activities
• Long-Term and Short-Term Strategy: TIFF's evolving short-term and long-term strategies and how they meet the needs of their diverse client base
• Transition to Employee Ownership: TIFF's conversion to an employee-owned public benefit limited liability company, the benefits from the conversion and how it cultivates a more forward-looking company culture to attract talent
• Equity, Active Returns, and Illiquidity: The importance of equity as a cornerstone of portfolios, the value of active returns and the role of illiquidity in investments, particularly in private equity and venture capital markets
• Sales, Marketing and Client Service: The often-overlooked role of sales, marketing, and client-facing positions within the OCIO industry

All episodes of the Global Investment Leaders podcast are available on Apple Podcasts, Spotify, Google Podcasts and more. Receive the episodes as soon as they premiere by subscribing today.

*As of June 30, 2023, TIFF managed approximately $8 billion, including committed capital, on behalf of its members.

In the latest episode of the Global Investment Leaders podcast, Brad Mook, managing director of investments at Rosemont, sits down with Phillip Cook, managing partner and chief investment officer of SouthernSun Asset Management. SouthernSun is an employee-owned boutique equity manager based in Memphis, Tennessee, with just over $1 billion in concentrated U.S. small and mid-cap strategies. The firm was founded in 1989 by Phillip's father, Michael Cook, and has maintained the same philosophy and process since the very beginning.

During the discussion, Phillip openly shares insights and anecdotes from his career at SouthernSun, recalling both the missteps and successes he faced along the way. He also speaks on the decades of strategy and planning that culminated in SouthernSun becoming entirely employee-owned and successfully transitioning leadership of the firm across generations - both notable achievements.

Throughout this episode, Brad and Phillip discuss:

• SouthernSun's unique investment-sourcing approach, which involves hands-on research, site visits and an in-depth understanding of an industry's value chain.
• SouthernSun's ownership history and the thought process behind the firm's decision to buy itself back from AMG in 2020 to become 100% employee-owned. 
• The importance of trust and transparency in building authentic relationships with coworkers, management teams, clients, prospects and industry experts.
• SouthernSun's distinct approach to investing and why it remains focused on U.S. small and SMID-cap strategies.
• The recent management changes at SouthernSun and how the firm navigated the challenges associated with succession planning.

All episodes of the Global Investment Leaders podcast are available on Apple Podcasts, Spotify, Google Podcasts and more. Receive the episodes as soon as they premiere by subscribing today.

In the latest episode of the Global Investment Leaders podcast, Chas Burkhart, CEO of Rosemont, engages in a thought-provoking conversation with Earl “Trip” Samson III, co-managing partner of Landmark Management, LLC, a NYC-based, multi-family office with approximately $5 billion in assets under management. The conversation revolves around Landmark's transition to next-generation leadership and the strategic partnership between Landmark and Rosemont, which was announced in June 2023.

Throughout this episode, Trip and Chas discuss:

• How Landmark has structured its team to address the complex needs of the ultra-high-net-worth families it serves
• How planning early and over a long period of time can lead to greater comfort and optimize outcomes
• How the multi-generational concerns of Landmark's clients have influenced Trip's approach to succession planning and long-term sustainability
• The role Rosemont has played in the broader context of the firm's long-term plan over the past six years and the future of their relationship
• The importance of prioritizing people and philosophical alignment over liquidity and valuation when considering the firm’s long-term continuity 

Overall, this episode provides a glimpse into what a deliberate, thoughtful approach to succession planning looks like, as well as the importance of creating a solid foundation to ensure the best possible outcome for clients. 

All episodes of the Global Investment Leaders podcast are available on Apple Podcasts, Spotify, Google Podcasts and more. Receive the episodes as soon as they premiere by subscribing today.

In a recent podcast by Rosemont Investment Group, the hosts discussed two key topics: succession planning and business sustainability in the investment industry.

The podcast began with the observation that it has been a busy half-year for Rosemont, particularly with the closing of its recent investment in Landmark. As a result, Chas and Brad took a moment to reflect on their progress midway through the year.

One of the prominent themes discussed in the podcast was the growing attention being paid to succession. While succession planning has always been a part of Rosemont's focus, they noted an increase in conversations about this topic over the past year.

During the podcast, Brad and Chas emphasize the following key points:

• The challenges faced by investment businesses in terms of sustainability due to industry evolution and increased competition.
• The complexity of investment decisions for allocators, intermediaries and clients who have numerous options to choose from.
• The growing recognition among managers of the need for sustainability and the consideration of proactive or reactive measures.
• The various risks involved with lack of succession planning, including unforeseen tragedies, incapacitation and chronic underperformance.
• The expected elimination of excess capacity and mediocre performers in the industry within the next 5-10 years.
• The impact of the next generation's lower risk appetite on their willingness to take on equity ownership, considering factors like tax burdens, feasibility, and debt levels.

In conclusion, the hosts expressed their belief that the investment industry will witness a surge in corporate activity and M&A (mergers and acquisitions) as businesses seek to address succession challenges and enhance sustainability in an increasingly competitive landscape.

All episodes of the Global Investment Leaders podcast are available on Apple Podcasts, Spotify, 

Google Podcasts and more. Receive the episodes as soon as they premiere by subscribing today.

In this episode of the Global Investment Leaders podcast, Rosemont CEO Chas Burkhart is joined by Barbara McKenna, president of Longfellow Investment Management in Boston, MA. Longfellow is a $17+ billion firm* primarily focused on short-term and fixed-income strategies, with an equity-oriented approach. McKenna's leadership over the past 18 years has brought significant growth to the firm, expanded its core competencies and offerings, broadened employee ownership - all while maintaining an exceptionally-low client turnover rate. In the episode, McKenna details Longfellow’s investment-centric culture, driven by client success and supported by a broad employee ownership structure.

In terms of the macroeconomic landscape, Longfellow emphasizes bottom-line security selection, considers macro events' influence rather than predicting them and identifies risks associated with them.

“I truly believe that, as an active manager, the greatest success comes when we are a viewed as a partner and a solution provider, and that of course, includes seeking to deliver consistent above average, risk-adjusted, relative or absolute returns, but it really means focusing on listening to the needs of clients, having the ability to customize solutions,” McKenna said.

Specifically, McKenna and Burkhart discuss:

• Longfellow’s focus on short-term and fixed income strategies with an equity owner’s mindset.
• The expansion of Longfellow’s offerings over the years, incorporating core plus strategies and absolute return offerings to meet client needs and capture a broader range of opportunities.
• How the firm prioritizes cultural and philosophical fit when selecting strategies and aims to be a role model for change as a woman-majority-owned firm.
• Key aspects of McKenna’s leadership philosophy, how to attract and retain employees, and the importance of diverse perspectives and collaboration in the workplace.
• How Longfellow maintains its investment-centric culture and emphasizes client success
• Longfellow’s approach to the macroeconomic landscape, including bottom-line security selection and understanding the influence of macro events.

The episode concludes with McKenna’s take on the current economic environment, Fed hikes, rates and market volatility. Overall, the episode offers valuable insights into the factors that have fueled Longfellow's success and its unwavering dedication to serving clients with integrity and expertise.

All episodes of the Global Investment Leaders podcast are available on Apple Podcasts, Spotify, Google Podcasts and more. Receive the episodes as soon as they premiere by subscribing today.

* Approximate AUM of Longfellow Investment Management at the time of recording.

In this episode of How They Did It, a sub series of Rosemont’s Global Investment Leaders podcast, host Brad Mook is joined by Lindsay Chamberlain, Managing Director at Axiom Investors. During their conversation, Chamberlain, who has been a part of Axiom for 10 out of the firm’s 25 years, discusses Axiom's business and investment philosophies, which have enabled the firm to expand its client partnerships and thoughtfully scale its business.

Chamberlain and Mook discuss: 

• How the firm's culture has been key to its success, aligning the interests of its employees with those of its clients.
• Axiom's commitment to collaboration, which has led to innovative ideas and thinking, while its focus on performance has played a significant role in its success.
• How offering a range of investment vehicles has helped attract different client types and build a diverse base of business.
• Axiom's rebranding from Axiom International Investors to Axiom Investors, which reflects the build-out of its strategies which all leverage its core, dynamic growth investment philosophy that is grounded in fact-based evidence.
• The importance of maintaining a strong culture to ensure the firm’s success and stability, and how adapting and responding to changes in the industry is key.

Chamberlain also touches on Axiom's client communication strategy and the importance of maintaining a performance-led culture without compromising on the firm's values. The episode concludes with Chamberlain sharing key lessons learned from her 10-year tenure at Axiom. 

All episodes of the Global Investment Leaders podcast are available on Apple Podcasts, Spotify, Google Podcasts and more. Receive the episodes as soon as they premiere by subscribing today.