Alec Harrell, Cfa Email & Phone Number

Los Angeles, Ca, Us

Greater Los Angeles Area

Analyst with multi-sector coverage responsibilities for RHJ’s micro/small/smid-cap strategies representing a combined AUM of over $2 billion.

El Segundo, Ca

Lead portfolio manager for a concentrated (20-position) equity value portfolio. Portfolio has an audited July 2015 to present (Feb. 15, 2018) track record that has outperformed its benchmark (Russell 1000 Value) by approximately 1,000 basis points. Product return ranks within the top decile of its large-cap peer group. This portfolio links back to my track record generated while Senior Portfolio Manager for Northern Trust's Select Value equity product -- collectively, these portfolios have a ~5-year track record and their combined performance is within the top 1% of the large-cap value asset class.

Responsible for multi-sector coverage and portfolio construction for NTAM’s large-cap value and international/global large-cap core equity products (peak AUM of over $5 billion). Deliver in-depth research reports; lead/participate in investment committee meetings; present strategy and portfolio commentary in due diligence meetings with, among others, SunAmerica, Wells Fargo and Morgan Stanley. Developed sector-specific and general multi-factor quantitative valuation screens.• Northern Trust Select Value Portfolio (2013-2015): Lead portfolio manager for a concentrated (20 stocks), institutional (sub-advised) portfolio. Led growth of portfolio from approximately $40 million to $225 million (awarded second sleeve of assets previously managed by Third Avenue as a result of significant outperformance).- Portfolio outperformed its benchmark (R1000 Value) by 1,863 basis points (18.63%) during tenure. - Portfolio outperformed broader NTAM large-cap value portfolio by 2,441 basis points (24.41%) during tenure.- Product return during my leadership tenure would have ranked #1 within the Morningstar large-cap value mutual fund universe.• Large-Cap Value: Maintained the top cumulative voting record (by over 1,700 basis points relative to the second best voting record) prior to investment committee dissolution on 3/31/2013. • International/Global Core: Buy recommendations have outperformed EAFE benchmark by an average of ~1,450 basis points; wait recommendations have outperformed by ~430 basis points.

Co-developed a value-driven (non-technical), multi-factor quantitative equity model based on statistical analysis of relative valuation frameworks (including traditional and internally developed valuation methodologies). Co-founded the company in 2005 as a registered investment management firm specializing in quantitative equity strategies (track record incubation began in the fourth quarter of 2003). • Composite achieved annualized gross returns of 24.5% versus benchmark’s (S&P 1500) 14.2% during tenure. • Composite maintained a 4-star Morningstar rating (SMA) and placed three times in PSN Informa’s top ten for three-year performance in all-cap core equity universe.• Led negotiations of a sub-advisory agreement with Dalton Investments ($1.1bn AUM) for launch of long-short, market-neutral hedge fund; negotiated sub-advisory relationship with Pi Capital, Inc.

Bachelor'S Degree, Politics, Philosophy & Economics, Cum Laude

Mba, Finance, General

Activities and Societies: Student Investment Fund; U.S.C. Academic Fellowship

Jd, Law

Activities and Societies: Southern California Law Review (Articles Editor); Academic Scholarship