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Fiduciary Management Associates, LLC is an employee-owned institutional investment manager that seeks to combine competitive investment performance with optimal client service. FMA manages separate account portfolios for a national client base that includes public funds, Taft-Hartley funds, corporate pension funds, charitable organizations, high net worth individuals. We have four principal products—small cap value equity, large cap value equity, large cap core equity and core fixed income strategies.
Please visit Company History for more information.
RECENT NEWS...
FMA receives small cap mandate from Ancilla Domini Sisters (Release April 23, 2008).
FMA Small Company Portfolio selected for new Bright Directions initative (Release April 23, 2008).
Five Years After Buyout, FMA Attracting Interest From Institutions Emerging Manager Monthly (March 2008 Vol. III Issue 3).
Illinois State Board of Investments awards FMA $50 million mandate (Release March 11, 2008)
Northern Trust selects FMA for Emerging/Minority Fund of Funds Platform (Release March 11, 2008)
FMA is looking to Expand Marketing Department FMA seeks a Institutional Sales Representative (Career Opportunity) in our Marketing Department.
FMA Expands Ownership FMA is pleased to announce an expansion of the firm’s equity ownership. Leo Harmon and Drew Hadland, both current FMA employees, recently joined Kathy Vorisek, Lloyd Spicer, and Dave Meyer as equity owners of FMA. For details, please select (FMA Expands Ownership).
FMA Strengthens Large Cap Equity Team: Adds Co-Team Leader, New Research Associate FMA is pleased to announce that we have bolstered our strengths in the large cap equity area. Lloyd Spicer, managing director and 13-year FMA veteran, has been named co-team leader of the large cap team. He is welcomed by Ophelia Barsketis, our other large cap co-team leader, who has been involved in the management of the large cap portfolios since joining FMA in 2004. For details, please select (FMA Strengthens Large Cap Equity Team).
The Wall Street Transcripts Kathryn. A. Vorisek, Senior Managing Director, Chief Investment Officer and Small Cap Team Leader, was interviewed by The Wall Street Transcript to discuss investing in relative value small cap stocks. An insightful piece, the transcript is available at the attached (The Wall Script Transcript - Kathy Vorisek).
Ophelia L. Barsketis, Managing Director, Large Cap Team Leader, was interviewed by The Wall Street Transcript to discuss relative value investing. With a focus on large cap stocks, the interview is a must see (The Wall Script Transcript - Ophelia Barsketis).
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