Strategic Investment Group, established in 1987 and headquartered in Arlington, Virginia, specializes in providing Outsourced Chief Investment Officer (OCIO) services to institutional and private investors. The firm offers a comprehensive, customized portfolio management solution, combining active management, rigorous risk assessment, and open architecture for manager selection. Acting as an extension of clients' resources and a co-fiduciary, Strategic allows clients to focus on their core businesses while the firm manages portfolios tailored to meet specific investment goals. Services range from managing entire portfolios across multiple asset classes to focusing on specific areas like alternatives, international investments, or liability-driven strategies. Strategic aims to build enduring partnerships through a dynamic investment process, robust governance, and exceptional client service, empowering investors through experience, innovation, and excellence.
Managing Director and Head of Operational Due Diligence
Jackie Gifford
Managing Director, Public Equities
Valentina Glaviano
Managing Director
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
Joshua O'Brien
Managing Director, Operations
David Ordoobadi
Managing Director and Economic Counsellor
Christopher Pond
Managing Director, Client Portfolio Management
Kendall Rose
Managing Director, Client Portfolio Management
Kenneth Shimberg
Managing Director, Client Portfolio Management
William Worsley
Managing Director
2 past transactions
Acroud
Post in 2023
Acroud operates and develops high-quality comparison sites, primarily in iGaming affiliation, to channel users to its customers, mainly iGaming operators.
Numeric Investors
Private Equity Round in 2004
Numeric Investors LLC is a privately owned investment management firm based in Boston, Massachusetts, founded in 1989. The company specializes in quantitative investment techniques aimed at generating excess returns for its clients, which include high net worth individuals, charitable institutions, foundations, and various U.S. and international organizations. Numeric Investors manages a variety of client-focused equity portfolios, equity mutual funds, and hedge funds, investing in public equity markets worldwide. The firm focuses on both growth and value stocks across small-cap, mid-cap, and large-cap companies. It employs a combination of fundamental and quantitative analysis to inform its investment strategies. The firm has dedicated significant resources to building a skilled investment team, emphasizing research and modeling capabilities to enhance portfolio construction and trading efficiency. Numeric Investors operates as a subsidiary of Numeric Midco LLC, maintaining strict asset capacity limits to align with its commitment to delivering consistent excess returns.
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