Asset Management Investment Capabilities

DCM and Lisanti currently offer the following investment capabilities:

Small and SMID
Cap Equity
These strategies integrate a top-down, theme-based approach with a fundamental bottom-up research process.  The theme represents emerging trends based on market-based signals and is the foundation for sector and stock outlooks. Fundamental research is focused on companies that the portfolio team believes are the beneficiaries of secular, structural and transformative changes.
Investment Universe Style Portfolio Team
Manager (years of experience)
Products 
US Small and SMID Cap Equity (provided through Lisanti Capital Growth, LLC) Active Mary Lisanti, CFA (38+)
Timothy Woods, CFA (32+)
Justin Keating
Kit-Yee Martin
Separate accounts and mutual fund (ASCGX)
Global and International Equity The investment process is built using award-winning research. These strategies optimize investing by combining top-down and bottom-up components while managing risk. A disciplined quantitative, but intuitive, investment process is employed that uses multi-factor (smart beta) approaches to both country allocation and stock selection. All strategies may be managed with or without an ESG overlay.
Investment Universe Style Portfolio Team
Manager (years of experience)
Products
Global and International
Equity and EAFE Plus
Quantitative Leila Heckman, PhD (30)
John Mullin, PhD (30)
Vijay Chopra, PhD (25)
Allison Hay (4)
Separate accounts
and sub-advisory
US Fixed Income This strategy is completely customized and risk managed to each investor’s requirements. As a core part of an overall investment portfolio, the portfolio utilizes a more defensive and conservative approach. The team uses its extensive experience and market knowledge to employ a consistent investment management process with consideration to the projected interest rate cycle.
Investment Universe Style Portfolio Management
Manager (years of experience)
Products 
US Municipal Bonds Active Gregory Serbe (45+)
Allison Hay (4)
Separate accounts and sub-advisory
Heckman Global Advisors Research Heckman Global Advisors research publications provide valuable, proprietary information on regions, markets, sectors and companies around the world. Each issue delivers clear and actionable direction regarding investment opportunities that the team finds attractive. In an increasingly complex global investment environment, Heckman Global Advisors complements a firm’s current capabilities while expanding and deepening analytical insights.
Universe Authors (years of experience) Delivery
Developing and Emerging Markets Leila Heckman, PhD (30)
John Mullin, PhD (30)
Vijay Chopra, PhD (25)
Monthly research publication and subscription service