The Investment Team

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The Investment Team

Introduction

BRC Investment Management merged with 361 Capital effective October 31, 2016.

Previously, BRC Investment Management LLC was formed as a result of an amicable separation of the U.S. equity investment team from Duff & Phelps Investment Management Co. As part of the separation agreement effective May 23, 2005, BRC (now 361 Capital) continues the same U.S. equity investment philosophy, process, products and performance track record that dates back to January 1, 1996.

John R. Riddle, CFA

Co-Chief Investment Officer
Investment Experience: 36 years

  • John is Co-Chief Investment Officer responsible for the design and strategic implementation of 361 Capital’s Long-Only Equity investment approach.
  • John is the author of the foundational academic research that supports these strategies’ investment philosophy and process; he is a core member of the investment team overseeing quantitative research and portfolio risk management.

John has previously held the positions of President/Chief Investment Officer of Duff & Phelps Investment Management; CIO/Chief Investment Officer of Capital West Asset Management, LLC; Director of Research and Portfolio Management at U S WEST, Inc.; Portfolio Manager at GTE Investment Management, Inc. and Senior Financial Analyst at GTE, Inc.

University of Connecticut, MBA
University of Hawaii, Bachelor of Arts, Finance

PROFESSIONAL AFFILIATIONS
CFA Institute
Denver Society of Security Analysts

Mark F. Jaeger, CFA, CPA

Managing Director, Portfolio Manager
Investment Experience: 30 years

  • Mark has been a member of the core investment team since 2003 and responsible for quantitative risk analysis and portfolio management.
  • Mark also oversees the equity trading and the portfolio administration process.

Previously Mark held the position of Managing Director of Equity at Duff & Phelps Investment Management; Controller of Mountain Division at Comcast; Executive Director at AT&T Broadband; CFO/CIO at Colorado Intergovernmental Risk Sharing Agency and Auditor at Arthur Anderson & Co.

University of Denver, Bachelor of Science, Accounting

PROFESSIONAL AFFILIATIONS
CFA Institute
American Institute of Certified Public Accountants
Colorado Society of Certified Public Accountants

  • Sources of Return

    "Our process attempts to add alpha through stock selection, rather than sector “bets” against the benchmark. Thus, we have established a target number of positions for each of the sectors included in our universe."