January 7, 2019
ST. PETERSBURG, Fla. – Eagle Asset Management, a global specialist in equity and fixed-income products for institutional and individual investors and an affiliate of Carillon Tower Advisers, is pleased to announce promotions and new leadership roles for executives on its Small Cap Strategy and SMID Cap Strategy investment teams.
Jason Wulff, CFA, and Matthew Spitznagle, CFA, were both promoted to Portfolio Co-Manager on January 1. Mr. Wulff will begin leading the SMID Cap Strategy portfolio on June 30, 2019. Portfolio Co-Manager Matthew McGeary, CFA, will assume leadership of the Small Cap Strategy at the same time. Mr. Spitznagle will support both strategies.
Mr. Wulff is also Lead Portfolio Manager of the newly launched Eagle SMID Cap ESG Select institutional strategy, which considers environmental, social and governance factors in small- and mid-cap companies while trying to optimize long-term returns and minimize risk.
The changes are part of a planned succession process for strategy leadership that will provide a seamless transition in advance of the retirement of Portfolio Co-Manager Charles Schwartz in 2020. The team will maintain the same investment strategy and philosophy it has used since 2001.
Executives of the Small Cap Strategy and the SMID Cap Strategy portfolios are based in Stowe, Vermont. They will continue to report to Court James, Executive Vice President of Carillon Tower Advisers.
“We have strong conviction in Matthew and Jason’s abilities to lead the Small Cap Strategy and SMID Cap Strategy investment teams as they continue to successfully identify smaller companies with capable management teams, solid balance sheets, and steady cash flows,” Mr. James said. “The team has extensive experience working together across a range of sectors, and a proven model to uncover overlooked opportunities in the small-cap and small- to mid-cap spaces.”
Mr. Wulff joined Eagle in 2015, and had previously worked alongside the team while at Sentinel Investments. He has 18 years of investment and financial industry experience. Mr. Spitznagle has been with the team since 2006 and has 23 years of investment related experience. Mr. McGeary and Portfolio Co-Manager Betsy Pecor, CFA, who will continue to support both strategies, have worked together constructing, refining, and managing Small Cap and SMID Cap portfolios since 2005.
“The Small Cap and SMID Cap investment group is a prime example of Eagle’s commitment to cultivating teams that execute investment strategies grounded in high quality research and valuation discipline, ensuring creative and nimble responses to changes in the equities markets,” said Cooper Abbott, CFA, President of Carillon Tower. “We look forward to supporting the team’s excellent work and its important contributions to Carillon Tower’s family of affiliates.”
Carillon Tower Advisers’ global multi-boutique model is closely aligned with its partner affiliates, which in addition to Eagle include ClariVest Asset Management, Cougar Global Investments, Reams Asset Management, a division of Scout Investments, and Scout Investments.
About Eagle Asset Management
Founded in 1984, Eagle Asset Management, an affiliate of Carillon Tower Advisers, provides an array of fundamental equity and fixed-income strategies designed to meet long-term goals of institutional and wealth clients. Eagle's multiple independent investment teams overseeing separately managed accounts and mutual funds have the autonomy to pursue investment decisions guided by their unique philosophies and strategies. Visit www.eagleasset.com.
About Carillon Tower Advisers, Inc.
Carillon Tower Advisers is a global asset-management company that combines the exceptional insight and agility of individual investment teams with the strength and stability of a full-service firm. Together with our partner affiliates – ClariVest Asset Management, Cougar Global Investments, Eagle Asset Management, Reams Asset Management (a division of Scout Investments) and Scout Investments – we offer a range of investment strategies and asset classes through multiple vehicles. Our focus is on risk-adjusted returns and alpha generation. We believe this lineup of institutional-class portfolio managers can help investors meet their long-term business and financial goals. Ultimately, our structure allows affiliated investment teams to focus on what they do best: managing portfolios. Visit www.carillontower.com.