In this episode of the Global Investment Leaders podcast, Rosemont CEO Chas Burkhart is joined by Wendell Mackey, CFA, who is a founder, co-CEO and CIO at Channing Capital Management, a $4B* institutional asset management firm founded in 2003 and known for its flagship small-cap strategy.

Having long been a capacity-constrained U.S. equities manager, Channing Capital launched Channing Global in 2017 to advance its focus on discovering attractively valued, high-quality companies on a worldwide basis. With over 24 years of investment experience, Mackey attributes Channing’s success in part to “being who we say we are and having the proof to back it up – proof in the numbers, proof in the patterns and characteristics, proof in the messaging – and running the business right.” 

Throughout their conversation, Burkhart and Mackey discuss:

·      Mackey’s background and how he came to found Channing

·      Channing’s unique perspective as a long-tenured and successful minority-owned and led asset management firm

·      The importance of building strong relationships, particularly for the next generation of up-and-coming investment managers

·      The challenges and considerations for emerging investment managers and where to turn for advice on starting, growing and operating a sustainable investment firm 

Thinking about Channing’s future, there are three key components Mackey keeps top of mind: Serving clients well and delivering long-term performance, continually investing in technology and creating a dynamic and successful team. “You don’t ever want to get too comfortable that your strategy is bulletproof,” Mackey cautions. “You want to take an honest look to make sure you are who you say you are or uncover where you need to make some modifications to stay competitive.”

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