David welcomes a 20-year veteran of the investment management industry, Rodney B. Herenton. Rodney is the Founder and Co-Chief Executive of Channing Capital Management, a $3.5 billion investment management firm. In part one, Rodney talks about his journey from Moorehouse College to the banking industry, his biggest takeaways from pursuing an MBA at Harvard, and the motivation behind his transition from investment banking to capital management.
Find out more and connect with Rodney on LinkedIn.
About Rodney B. Herenton:
Mr. Rodney B. Herenton is a Founder, Co-Chief Executive of Channing Capital Management, LLC., a $3.5 billion investment management firm headquartered in Chicago, Illinois. Mr. Herenton has over 19 years of investment management experience. Formerly, he was a First Vice-President within the Private Equity Fund-of-Funds Group at Morgan Keegan & Company, Inc. Prior to this role, Mr. Herenton served as a First Vice-President within Morgan Keegan & Company, Inc.’s investment banking division, where he participated in over thirty IPOs and secondary offerings for middle market retail and consumer product companies. Prior to Morgan Keegan, Mr. Herenton was an Associate within the investment banking division at Bear Stearns, where he was responsible for deal execution of mergers and acquisitions, equity and high-yield bond transactions. Prior to Bear Stearns, Mr. Herenton was an Associate within the investment banking division at Lehman Brothers.
Mr. Herenton received a B.A. in Finance from Morehouse College (Phi Beta Kappa), and his M.B.A. from Harvard Business School.
Investors should carefully consider the investment objectives, risks, and charges and expenses of the fund before investing. The prospectus contains this and other information about the fund, and it should be read carefully before investing. Investors may obtain a copy of the prospectus by calling 833-565-1919.
Investing involves risk, including loss of principal. There is no guarantee that this, or any, investing strategy will be successful. Value investing involves the risk than an investment made in undervalued securities may not appreciate in value as anticipated or remain undervalued for long periods of time. Small cap investing involves greater risk not associated with investing more established companies, such as greater price volatility, business risk, less liquidity and increased competitive threat.
Distributed by Ultimus Fund Distributors, LLC (Member FINRA). Channing Capital Management, LLC. and Ultimus Fund Distributors are not affiliated.
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