Chief Investment Officer
Portfolio Manager
Easterly Investment Partners
Jack is a Co-Chief Investment Officer and Portfolio Manager at Easterly Investment Partners (EIP).
Jack has over 31 years of industry experience, 24 with Levin Easterly and its predecessor firms. Prior to EIP, Jack was a Lead PM for Levin Capital and John A. Levin & Co., Inc. He was at Prudential Securities (1991-1995) and began his career with at Bain & Co. (1988-1991). Jack earned a B.S. from Bryant College and an M.B.A. from Northeastern University.
The All Cap Value strategy outpaced the benchmark by 146 basis points during the quarter, rallying 13.64% gross of fees (13.50% net of fees), while the Russell 3000 Value index gained 12.18%. For the year, the strategy outperformed the benchmark by 104 basis points, returning -6.94% gross of fees (-7.41% net of fees), while the Russell 3000 Value index declined -7.98%.
Learn MoreThe Large Cap Value strategy outpaced the benchmark by 216 basis points during the quarter, rallying 14.58% gross of fees (14.46% net of fees), while the Russell 1000 Value index gained 12.42%. For the year, the strategy outperformed the benchmark by 441 basis points, returning -3.12% gross of fees (-3.54% net of fees), while the Russell 1000 Value index declined -7.54%.
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