Systematic Financial Management LP

Systematic Financial Management is a private investment management firm that was founded in 1982. The company began with its Free Cash Flow Value methodology and would introduce more strategies beginning in the 1990s. In 1995, Systematic Financial Management would acquire Systematic Financial management and would continue introducing new strategies into the 2000s. Systematic Financial Management currently has over $13 billion in total assets under management spread across 710 accounts, all of which are discretionary accounts. Although its total number of accounts has been on the decline in recent years, its total assets under management has increased significantly from $6.2 billion to over twice that amount today. Systematic Financial Management utilizes a fundamental and quantitative analysis and a bottom up stock picking approach to make its investment decisions, investing with an emphasis on the financial and services sectors, each making up over a fifth of its total investment allocations, and also includes health care, utilities, and basic materials sectors, among others, to a lesser degree. It is currently based out of Teaneck, New Jersey and has addition offices in California and Florida, operating as a subsidiary of Affiliated Managers Group, acting as a sub-advisor to two mutual funds on the AMG Fund platform. Titan Nj Lp Holdings currently has the majority ownership in the company with a controlling hold with the remaining ownership split amongst Eoin Emerson Middaugh, McCreesh Holdings, K. Burgess Holdings, Mushock Holdings, and various key executives and other holding companies. The majority of its clients are individuals, which alone makes up over half of its client base, and also includes pension and profit sharing plans, state or municipal government entities, corporations or other businesses, pooled investment vehicles, investment companies, charities, high net worth individuals, and insurance companies, among others, in order of decreasing clientele. The company’s funds are split amongst Catalyst Value, including its SMID Cap and Small Cap Values, Free Cash Flow Value, including its SMID and Small Cap Value Free Cash Flow, and Disciplined Value, including its Small Cap and International strategies.