Investments

Since Wally Weitz established Weitz Investment Management in 1983, the firm’s philosophy and core values have remained consistent. Simply put, we focus exclusively on asset management and provide clients with top-quality, personalized service. Over the last three decades, Weitz has built a successful business with a widely respected reputation and a culture of shared success.

Our history traces back to the challenging markets of the 1970s, when John P. Calamos, Sr. began his investment career using convertible securities to help clients build wealth and manage risk. The hallmarks of those early days—innovation, risk management and client focus—continue to define our organization today. Our investment solutions include alternative, equity, sustainable, multi-asset, fixed income and convertible strategies.

We view our success and longevity as a reflection of our ability to meet the demands of investors through long-term performance, organic growth and strategic acquisition. Through that lens, we are honored that our assets under management have nearly doubled under the leadership of our President and Chief Executive Officer John Koudounis. Under his leadership, we have also expanded our presence in New York and Chicago, grown our wealth management capabilities, and established ourselves as a leading liquid alternatives provider, the third largest in the United States.

Headquartered in Naperville, Illinois, Calamos Investments has offices in Chicago, New York, San Francisco, Milwaukee, Portland, and the Miami area.

Tech Council Ventures is a venture fund investing in early and expansion stage companies across all industries in the US Mid-Atlantic region.

The fund invests $500K to $3M initially and provides additional support throughout the growth of the business.

Tech Council Ventures’ principals all have 20+ years investing and building promising, rapid growth companies.

The fund is affiliated with one of the largest and most active technology councils in the US, TechUnited: NJ, providing for its portfolio investments an unmatched network of customer, key team recruits, business partner and service provider connections.

Empirical Asset Management (EAM) employs our proprietary Rules Based Investing® process. All investment decisions are dictated by proven sets of rules, which has the effect of eliminating emotion from the decision-making process. This ensures that our process is highly disciplined. It is our belief that emotion, in the form of fear and greed, is the most destructive force to successful investing.

Founded in 2008, Destra Capital was purpose-built to help independent thought leaders achieve better wealth outcomes by sourcing the next generation of investment solutions.

To achieve these goals, Destra selects experienced partners with unique investment strategies or services. Mutual funds, interval funds, closed-end funds, separate accounts, and investment services—all are tools that the team uses to help investors intentionally grow their wealth outcomes over time.

More than 15 years later, the firm has helped thousands of investors break away from the pack and blaze their own investing trail. We continue to encourage our clients to challenge the conventional and explore new ways of delivering financial freedom.

Wakefield Asset Management focuses on proprietary quantitative behavioral investment techniques that not only identify market inefficiencies but capture those inefficiencies over time. Wakefield uses a highly disciplined and technologically advanced process for research, security selection, implementation, and monitoring. The resulting portfolios exhibit a unique combination of characteristics with positive near-term expectations that, in our view, will be rewarded by the market in the period ahead regardless of market direction.

Cramer Rosenthal McGlynn (CRM) is a leading value equity manager with a focus on the U.S. small- and mid-cap space. We believe our track record, spanning over four decades, is a testament to our success in serving clients and providing strong risk-adjusted investment performance. Clients benefit from a consistent approach and application of a central philosophy and process, implemented by a team with diverse experience in identifying change, neglect and the intrinsic value of businesses. Our client list includes corporate and public pension plans, endowments and foundations, hospitals, community and religious organizations, Taft-Hartley and multi-employer funds, private banks, sub-advisory, as well as individuals and family trusts.

FolioBeyond is a revolutionary investment technology platform bringing advanced algorithms to institutional investors, wealth managers and investment advisors.

Over the past 30 years, stocks were the best-performing asset class only a third of the time, leaving portfolios subject to large losses while missing out on other opportunities. PMV Capital Advisers provides adaptive exposure to stocks during periods of economic growth, bonds in a recession and commodities in times of inflation, while remaining diversified. Our goal is to achieve balanced performance throughout the economic cycle.