Portfolio Manager
Easterly Investment Partners
Phillip is a Portfolio Manager and Senior Analyst at Easterly Investment Partners (EIP).
Prior to EIP, Phillip was with Snow Capital, having joined in 2010 as a member of the Operations group. In 2013, he joined the investment team as an Associate Analyst. He was promoted to the position of Director of Operations in 2016. In 2018, Phillip moved back to the investment team as an Analyst. In December 2020, he was promoted to Portfolio Manager and Senior Analyst. Phillip received his B.S. in Finance with an Economics minor from the University of Pittsburgh in May 2011. Phillip is a Chartered Financial Analyst and a member of the CFA Institute.
The Snow SMID Cap Value strategy outpaced the benchmark by 336 basis points during the quarter, rallying 12.57% gross of fees (12.39% net of fees), while the Russell 2500 Value index gained only 9.21%. For the year, the strategy outperformed the benchmark by 608 basis points, returning -7.00% gross of fees (-7.61% net of fees), while the Russell 2500 Value declined -13.08%.
Learn MoreThe Snow Small Cap Value strategy outpaced the benchmark by 584 basis points for the quarter, rallying 14.26% gross of fees (14.06% net of fees), while the Russell 2000 Value index gained only 8.42%. For the year, the strategy outperformed the benchmark by 780 basis points, returning -6.68% gross of fees (-7.33% net of fees), while the Russell 2000 Value declined -14.48%.
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