Our Disciplined Equity team utilizes a robust, multi-dimensional investment process delivered by highly experienced professionals. Lead portfolio managers Jon Quigley & John Bright have been building and managing portfolios together for over two decades.

Customized ESG, Thematic, and Tax Managed portfolios are the backbone of the Disciplined Equity team’s growing success across multiple AllCap, LargeCap, and SMidCap strategy solutions. With a deep understanding for using and manipulating data, it has always been a natural fit to use our expertise to help clients align their investment objectives with their core values. For the Disciplined Equity team, active management means focusing on outperforming the benchmark, while owning companies that most closely represent clients’ core values.