Thad Pollock, CFA, CAIA, CMT

Mr. Pollock has over 25 years of investment management experience. Prior to joining Capital Management in 2023, he spent 20 y2ears at Cramer Rosenthal McGlynn, a value investment manager specializing in small to mid capitalization equities. Starting in 2003, he served as one of the firm’s principle investors first as a Senior Analyst with responsibility over US small- and mid-cap equity markets as well as new issues and international opportunities. In 2008 he was promoted to Vice President with coverage of Healthcare, Industrials, Consumer and Business Services sectors. He took on additional responsibilities managing equity portfolios as well in 2008, and was subsequently promoted to Portfolio Manager managing the Mid-Cap Value and the Small-Mid Cap Value portfolios. Over his tenure, the Mid Cap and Small-Mid Cap Value funds ranked in the top quartile or better versus peers, with recognition from The Wall Street Journal and Lipper. He also headed the firm’s sustainable investing efforts, including active engagement with portfolio investments.

Prior to Cramer Rosenthal, he worked in corporate finance and M&A at Lehman Brothers. He holds Chartered Financial Analyst, Chartered Alternative Investment Analyst and Chartered Market Technician designations. In addition he served in board and advisory roles for non-profit foundations, private companies and venture capital groups as well as a panel judge of Accelerate Yale venture competitions and as a judge of IR Magazine US Awards. Mr. Pollock is a 2000 graduate of Yale University with a B.S. in Molecular Biochemistry and Biophysics. While at Yale he was captain of the Lightweight Crew team, which was the winner of the national championship and Temple Challenge Cup at Henley Royal Regatta.