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People

The two of the most important factors determining the success of a portfolio management team are continuity and motivation.

Continuity Means Stability

  • Mazama's founder and CIO, Ron Sauer has led our investment team since inception of the firm, over 16 years ago. He continues to lead the team, utilizing the same Price Performance Model process he created over 20 years ago.
  • Current average tenure on the Mazama investment team is 7+ years, and average industry experience is over 15+ years.
  • Mazama sector specialists have over 150 years of combined industry experience.

Motivation Through Alignment of Interests

  • Mazama is an independent employee-owned firm, and the investment team represents 77% of the employee stake.
  • Team members invest in our styles, led by Ron Sauer, who does not invest outside of our portfolios.
  • All staff are incentivized with performance pay, which is linked directly to portfolio performance and firm wide success.
  • The combination of ownership along with incentive compensation gives all staff the short and long term motivation to succeed, and aligns our interests with those of our clients.