Equity Team
We invest in high-quality, durable business models at discounts to their private market value.
Equity Team
We invest in high-quality, durable business models at discounts to their private market value.
Brent Jesko
Principal, Director of Equities, Lead Mid Cap PMV Portfolio Manager, Co-Genesis PMV Portfolio Manager
Mr. Jesko joined the firm in 2000 as a Portfolio Manager. Prior to that he was an Analyst and Associate Portfolio Manager with Strong Funds. Mr. Jesko holds a BBA from Texas A&M University and an MBA from University of Chicago.
Matthew Martinek, CFA
Principal, Lead Genesis PMV Portfolio Manager
Mr. Martinek joined the firm in 2010 as an Equity Analyst and was promoted to Portfolio Manager in 2011. Prior to that he was an Associate Analyst with T. Rowe Price. Mr. Martinek holds a BBA in Accounting and Finance from the University of Wisconsin-Madison and an MBA from Columbia Business School.
Josh Wheeler, CFA
Principal, Co-Mid Cap PMV Portfolio Manager
Mr. Wheeler joined the firm in 2015 as an Equity Analyst. He was promoted to Portfolio Manager in 2021. Prior to that he was an Equity Analyst and Assistant Portfolio Manager with Greenleaf Trust. Mr. Wheeler holds a BA in Economics from Hope College and an MBA from Chicago Booth.
Madan Gopal
Principal, Equity Analyst
Mr. Gopal joined the firm in 2018 as an Equity Analyst and has 10+ years of experience on the buy-side. Mr. Gopal holds an engineering degree from Anna University, an M.S in Civil/Environmental Engineering from the University of Oklahoma and an MBA from University of Chicago.
K. C. Pinsoneault, CFA
Principal, Equity Analyst
Mr. Pinsoneault joined the firm in 2007 as an Equity Analyst. Mr. Pinsoneault holds a BA in Economics and Business from St. Norbert College Finance and a MS in Applied Economics from Marquette University.
Derek Wiitala
Equity Analyst
Mr. Wiitala joined the firm in 2019 as an Equity Associate. He was promoted to Equity Analyst in 2021. Mr. Wiitala graduated from the University of Wisconsin-Madison with a BBA in Finance and a MS: Finance through the Applied Security Analysis Program.
Nichole Abresch
Equity Trader
Ms. Abresch joined the firm in 2004 as an Operations Associate was promoted to Equity Trader in 2005. She has over 15 years of investment experience and is a member of the Security Traders Association of Wisconsin, Inc.
Tracy Anzalone
Equity Operations Associate
Ms. Anzalone joined the firm in 2009 as Equity Operations Associate. Prior to that she was the Trading Assistant at Geneva Capital Management. Ms. Anzalone has a BS in Finance from University of Wisconsin – Whitewater.