CAP STRAT’s Mike Rarey, CFA, gives you an inside look at how we make investment decisions. You have to be constantly improving because the market is always evolving and the industry is getting smarter every day. Learn how we are continuously improving how we select investment managers, our investment framework, and the research that we do. From analyzing market trends to evaluating risk factors, we’ll show you the thought process and considerations that go into every decision we make.

Mike Rarey

Mike Rarey, CFA

Principal, Chief Investment Officer

Mike oversees the firm's investment research and portfolio management and co-heads the CAP STRAT Investment Committee.

Laura Brett

Laura Brett

Senior Analyst

Laura performs in-depth analysis on investment managers including their manager style, strategy, and execution. Learn more about Laura.

Alex Lynch

Alex performs in-depth analysis on investment managers including their manager style, strategy, and execution. Learn more about Alex.

Spencer Yurkowitz

Spencer Yurkowitz

Senior Analyst

Spencer performs in-depth analysis on investment managers including their manager style, strategy, and execution. Learn more about Spencer.