Our Firm

A Tradition of Value

As defensive value specialists, we look to invest in high quality companies with strong management teams, stable balance sheets, and durable competitive advantages that are trading at attractive valuations. We seek to achieve excess returns over full market cycles, with less risk than our benchmark and peers as measured by standard deviation, beta and down market capture.

OUR THREE-STEP INVESTMENT PROCESS

Our Three-Step Investment Process | Perkins Investment Management

As defensive value specialists, we look to invest in high quality companies with strong management teams, stable balance sheets, and durable competitive advantages that are trading at attractive valuations. We seek to achieve excess returns over full market cycles, with less risk than our benchmark and peers as measured by standard deviation, beta and down market capture.

A Seasoned Investment Team

Perkins has focused on building diversified portfolios of what we believe to be high-quality, undervalued stocks with favorable risk/reward characteristics for over 35 years. All our portfolios are managed by tenured professionals who collaborate to provide process consistency over time.

LEADERSHIP

Greg Kolb, CFA
Chief Investment Officer | Portfolio Manager
Ted Hans
Chief Operating Officer | Chief Compliance Officer
Valerie A. Newman, CFA
Senior Client Portfolio Manager

INVESTMENT TEAM

Eric Ciura, CFA
Research Analyst
Karen Dean, CFA
Research Analyst
Susan Fanning, CFA
Research Analyst
Mariya Krol, CPA
Vice President
George Maglares
Portfolio Manager | Research Analyst
Alec Perkins
Portfolio Manager | Research Analyst
Patrick Schott
Director of Research | Research Analyst
Angel Tam
Research Analyst
Ted Thome, CFA
Portfolio Manager | Research Analyst
Tim Urquhart
Research Analyst
Rosa Vazquez
Research Analyst
Arlen Wiley
Research Analyst
Ron Zia
Client Portfolio Manager