Drew Spangler Email & Phone Number

Greater Boston Area

Osmosis believes that to gain mainstream adoption, sustainable investment should not come at the cost of financial returns and that sustainability metrics, if quantifiable and objective in nature, can be applied to mainstream portfolios to generate alpha. Our range of systematic equity strategies target better risk-adjusted returns while simultaneously.

Greater Boston Area

Tawa Capital Management is an international value equity manager focused on investments in companies with high innovation content, strategic optionality, superior capital discipline and low expectations.

Boston, Massachusetts

• Led International Active business unit averaging $5 billion in assets, including portfolio management, personnel management, client engagement, and new business development.
• Managed investment process of security selection, portfolio construction, and overall strategy for developed international and global value-oriented, long-only all-cap and small-cap strategies.
• Managed team of 13, including portfolio managers, fundamental equity analysts, quantitative research analysts, traders, and client relations specialists.
• Managed and coordinated all aspects of human capital management for team, including strategic hiring decisions, position descriptions, compensation/incentives, succession planning, and onboarding. Managed the process.
• Oversaw weekly investment strategy and security research meetings to review portfolio holdings and decide on potential portfolio transactions.
• Guided fundamental and quantitative research agenda to drive unique investment insight and uncover compelling investment opportunities.

Greater Boston Area

• Conducted equity research, analysis, and stock selection for global all-cap and small-cap value strategies to generate investment performance above relevant benchmarks.
• Covered US sectors of Energy, Utilities, Technology Hardware, Semiconductors, Insurance, Household Products and Media.
• Generated average US sector relative annual performance: +3.5%.
• Generated average all-cap relative annual performance in Canada: +1.2%.

Greater Boston Area

• Developed, enhanced, and refined valuation models for use in stock selection and idea generation.
• Conducted currency, country, industry, and factor valuation research and analysis.
• Coordinated and oversaw quantitative research agenda to support fundamental portfolio management team.
• Managed summer quantitative research internship program for five years.

Bachelor Of Science (B.S.), Applied Mathematics

Bachelor Of Arts (B.A.), History