Systematic Financial Management LP

Systematic Financial Management LP

Systematic Financial Management LP

Date Founded



300 Frank West Burr Boulevard,Glenpointe East,7th floor,Teaneck, NJ 07666-6703

Type of Company


Employees (Worldwide)



Investment Services & Portfolio Management

Company Description

Systematic Financial Management (SFM) specializes in the management of value portfolios across the market-cap spectrum. The firm manages three distinct investment disciplines to help investors pursue specific value opportunities. Their Catalyst Value, Free Cash Flow Value and Disciplined Value strategies each employ unique, well-defined investment methodologies that leverage SFM's proprietary research to achieve the strategy's investment objectives. The firm's investment approach is based on the use of both fundamental and quantitative research.SFM's Catalyst Value discipline includes the following portfolio strategy offerings: Large Cap Value, Mid Cap Value, SMID Cap Value, and Small Cap Value Select (All Cap) Equity. Systematic's Free Cash Flow Value discipline includes the following portfolio strategy offerings: Small Cap, Small Cap Focus, and SMID Cap. Systematic's Disciplined Value strategies include the following portfolio offerings: Small Cap Equity and International Equity.

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Executives & Employees

Chief Investment Officer, Managing Partner & Member of Management Committee

Portfolio Manager & Chief Investment Officer

Managing Partner & Portfolio Manager

Chief Operating Officer & Chief Compliance Officer

Portfolio Manager & Management Committee Member

Head Trader

Portfolio Manager

Senior Vice President, Marketing & Client Service

Senior Vice President, Marketing & Client Service

Senior Vice President, Marketing & Client Service

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Legal Advisor

Chief Operating Officer at Lyrical Asset Management LP


OPERS places contributed funds in income-producing investments that meet the requirements of Ohio law. Investment decisions are made by the Retirement Board on the recommendation of the system's professional staff and outside investment advisors. Investment activities are monitored by the Investment Committee. OPERS evaluate proposals requiring Board action and makes recommendations for consideration by the Board. Through its activities, OPERS represents the interests of the Board in all investment-related matters. OPERS's investment approach combines fundamental research with a top-down overlay process. They take a contrarian approach that seeks to identify US stocks with negative Wall Street perceptions, low price-to-book values and catalysts that will lead to increases in earnings growth and prices.

Teachers Retirement System of Louisiana's (TRSL) investments are managed by experienced and credentialed investment professionals and the TRSL Board of Trustees. The system's asset allocation is continually reviewed to ensure that the portfolio has an appropriate mix of investments to maximize returns and minimize risk. TRSL is a long-term investor that maintains a broadly diversified portfolio of global assets, in both public and private investments, designed to withstand market fluctuations. The desired investment objective is a long-term compound rate of return on the system's assets of 3.9% above the Consumer Price Index (CPI-U) seasonally adjusted or the actuarial rate, whichever is higher. Investments include domestic equities, international equities, emerging markets equities, US fixed income securities, high yield bonds, non-US developed country bonds, emerging markets bonds, real estate (core), opportunistic real estate, commodities, infrastructure, corporate finance, venture capital, and mezzanine/distressed debt. Target allocation ranges are: total equities 35%-65%; Total Core Fixed Income 6%-20%; total non-US fixed income 0%-13%; total real estate 0%-14%; and total alternative assets 5%-30%.

Non-Profit Donations & Grants
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