Joe Wojtena

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investment vehicles separate accounts mutual funds private equity asset management long-term value institutional investors personal investors emerging markets esg investing value investing performance tracking financial management portfolio management small cap value mid cap value focused value international funds global funds active management alternative investments client relationships pension plans foundations endowments iras 401(k) plans college savings diversified portfolios financial futures track record capital gains investment strategies market cycles wealth management risk management investment research contrarian views market access financial insights automated investments fund operations investment accounts financial advisors investment performance prospectus & reports fund offerings diversified investments team collaboration client success global asset management value-oriented investing small-cap stocks mid-cap stocks project black project level long-term wealth creation disciplined investing high-quality companies growth potential diversity & inclusion individual investors community support minority-owned businesses risk tolerance customer engagement financial success employee-owned chicago-based market capitalizations sustainable investing client-centric approach innovative strategies financial education investment philosophy active patience contrarian investment global investments customer demographics socially responsible investing financial services investment management