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Investment Team

Mazama's investment strategies are managed by a team of highly-motivated, passionate professionals with over 200 years of combined investment experience. By managing each strategy as a team, we are able to apply our collective experience consistently and evenly to all client accounts. Our investment philosophy and process require that every member of our team possess a passion for the rigors of research, which regularly leads our analysts and portfolio managers to far-reaching locations in pursuit of value-added information. Each member of our team is a sector specialist and is expert at gathering information from a wide range of industry sources. They regularly meet with management teams, key industry participants, employees, vendors and suppliers and combined spend hundreds of days each year attending industry events and trade shows. Our technology platform allows for remote access and collaborative communication from anywhere in the world, enabling our team to update our Proprietary Research Database with real time information and access our Price Performance Model to organize, track and rank the companies within our investment universe. As an employee owned firm, Mazama emphasizes ownership opportunities for employees, particularly within the investment team where every member is a stakeholder and together they represent over 75% of the ownership of the firm. As owners, our investment team is highly-motivated to deliver "best-in-class" results to all of our clients.