Investor directory

Strategic Investment Group

Strategic Investment Group is an investment advisory firm based in Arlington, Virginia, founded in 1987. It specializes in Outsourced CIO (OCIO) solutions, providing a comprehensive platform for managing customized portfolios tailored to the needs of institutional and private investors. The firm offers a range of services including investment policy design, asset allocation, portfolio management, risk management, and liquidity management. By acting as an investment partner and co-fiduciary, Strategic Investment Group allows clients to concentrate on their core businesses while benefiting from specialized portfolio management expertise. The firm can manage entire portfolios across multiple asset classes or focus on specific areas such as alternatives or international investments. Additionally, it offers customized liability-driven investing solutions and addresses mission-related investment objectives. With a commitment to building enduring partnerships, Strategic Investment Group aims to enhance clients' investment programs through a value-driven process and exceptional client service.
http://www.strategicgroup.com
https://crunchbase.com/organization/strategic-investment-group
https://linkedin.com/company/strategic-investment-group
https://pitchbook.com/profiles/limited-partner/11608-39
https://twitter.com/strategicinvgrp
https://www.capitaliq.com/CIQDotNet/company.aspx?companyId=1164051
https://www.privateequityinternational.com/database/#/profile?id=1045

Richard Behler

Managing Director, Client Portfolio Management

Laurie Bonello

Managing Director, Hedge Funds

Nathalie Cunningham

Managing Director, Client Portfolio Management

Jason J. Garelli

Managing Director and Head of Operational Due Diligence

Jackie Gifford

Managing Director, Public Equities

Glaviano CIMA, Valentina M.

Managing Director, Head of Client Development and Member of the Diversity, Equity and Inclusion Committee

Taylor Henshall

Managing Director, Opportunistic and Hedge Funds

Ted Joseph

Managing Director, Public Equities

Jane Kerr

Managing Director, Client Development

Paul Kramer

Managing Director, Private Markets

Nikki Kraus

CEO

Ted Mundy

Managing Director, Fixed Income

Jeffrey Nasser

Deputy Chief Investment Officer and Managing Director, Private Markets

David Ordoobadi

Managing Director and Economic Counsellor

Joshua O’Brien

Managing Director, Operations

Christopher P. Pond

Managing Director, Client Portfolio Management

Kendall Rose

Managing Director, Client Portfolio Management

Kenneth Shimberg

Managing Director, Client Portfolio Management

William Worsley

Managing Director

1 past transactions

Man Numeric

Private Equity Round in 2004
Numeric Investors LLC is a privately owned investment manager based in Boston, Massachusetts, founded in 1989. The firm specializes in managing equity portfolios for a diverse clientele, including high net worth individuals, corporate pension plans, charitable institutions, and various international funds. Numeric employs a combination of fundamental and quantitative analysis to focus on growth and value stocks across small-cap, mid-cap, and large-cap companies. The firm is recognized for its quantitative investment techniques, which aim to generate alpha and maximize excess returns for clients. It manages traditional long-only and market-neutral long/short equity portfolios, utilizing proprietary models to analyze stock fundamentals and identify market inefficiencies. Numeric Investors is a subsidiary of Numeric Midco LLC.
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