Investment Strategies

Channing Capital Management

We are high-conviction managers with a contrarian investment approach. Each of our portfolios consist of 35 to 50 of our very best ideas identified through research that indicates they are high-quality franchises with strong balance sheets and management teams.

Small-Cap Value

Inception
June 30, 2006
Market Capitalization
Primarily $500 million to $3 billion
Benchmark
Russell 2000 Value Index
Available Investment Vehicles
Separately Managed Account, Mutual Fund
Wendell E. Mackey - Channing Capital Management
Lead Portfolio Manager
Wendell E. Mackey

Founder, Co-Chief Executive Officer and Chief Investment Officer

25 Years Experience

SMID-Cap Value

Inception
November 30, 2011
Market Capitalization
Primarily $1 billion to $15 billion
Benchmark
Russell 2500 Value Index
Available Investment Vehicles
Separately Managed Account, Collective Investment Fund, 3(c)7 Fund
Wendell E. Mackey - Channing Capital Management
Lead Portfolio Manager
Wendell E. Mackey

Founder, Co-Chief Executive Officer and Chief Investment Officer

25 Years Experience

Large-Cap Value

Inception
June 30, 2010
Market Capitalization
Primarily $1.5 billion and above
Benchmark
Russell 1000 Value Index
Available Investment Vehicles
Separately Managed Account
Deryck Lampe - Channing Capital Management
Lead Portfolio Manager
Deryck Lampe, CFA

Portfolio Manager

25 Years Experience

All-Cap Value

Inception
September 30, 2011
Market Capitalization
Primarily $300 million and above
Benchmark
Russell 3000 Value Index
Available Investment Vehicles
Separately Managed Account
Deryck Lampe - Channing Capital Management
Lead Portfolio Manager
Deryck Lampe, CFA

Portfolio Manager

25 Years Experience

Micro-Cap Value

Inception
December 31, 2021
Market Capitalization
Primarily $200 million to $1.2 billion
Benchmark
Russell Microcap Value Index
Available Investment Vehicles
Separately Managed Account
Tim Kroll - Channing Capital Management
Lead Portfolio Manager
Tim Kroll, CFA

Lead Portfolio Manager – Microcap Value; Portfolio Manager – Small-Cap Value & SMID-Cap Value; Sector Leader – Consumer Discretionary, Communication Services, Healthcare

22 Years Experience

“Mastery is not a function of genius or talent. It is a function of time and intense focus applied to a particular field of knowledge”

Robert Greene