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Piermont Capital Management is an independent institutional investment management boutique focused on small and mid cap equities.

Piermont Capital Management Inc. is an investment boutique focused on small and mid cap equities. Located in St. Louis, Missouri, Piermont manages assets for institutional investors, including: Public, Corporate and Taft-Hartley Pension Funds, Endowments, Foundations and Insurance Companies. Piermont was founded in 2005 to provide investment management services that meet the specific needs of institutional investors. Piermont is independent and employee-owned, with the firm’s founders leading the portfolio management team since the inception of the firm.


PORTFOLIO MANAGER BIOS


John S. Albert, CFA - Portfolio Manager, Principal  

John is a portfolio manager, a founding member of Piermont and also a member of Piermont’s Investment Committee.  John has 20+ years of investment experience, including: Consultant with Asset Consulting Group, Portfolio Credit Manager with SLP Capital, LLC and Senior Consultant in the Financial Valuation Group at Arthur Andersen LLP in Chicago.  John earned a BA in Accounting from Illinois Wesleyan University and an MBA with a concentration in Finance from the University of Illinois at Urbana-Champaign.  John has earned the Chartered Financial Analyst designation and is a member of the St. Louis Society of Financial Analysts and the CFA Institute. 


Kevin A. Finn, CFA - Portfolio Manager, Principal

Kevin is a portfolio manager, a founding member of Piermont and also a member of Piermont’s Investment Committee.  Kevin has 20+ years of investment experience including extensive experience in developing computer models and simulations.  His previous investment positions include: Senior Research Analyst with Asset Consulting Group, and Fixed Income Analyst at Conning Asset Management. Kevin holds a BSBA from the University of Missouri-St. Louis.  Kevin earned the Charted Financial Analyst designation and is a member of the St. Louis Society of Financial Analysts and the CFA Institute.  Kevin currently serves on the Investment Committee of the St. Louis Public Library Foundation. 


John G. Russon, CFA - Portfolio Manager, Principal

John is a portfolio manager, a founding member of Piermont and also a member of Piermont’s Investment Committee.  He has more than 25 years of institutional investment and banking experience, including Managing Director at U.S. Institutional Corp. and Asset Consulting Group (ACG).  Before joining ACG in 1993, John managed a $1 billion portfolio as the Director of Real Estate Asset Management for Homefed Bank in San Diego.  John received his undergraduate degree in Finance from the University of Pittsburgh and holds an MBA and Master of Science in Real Estate from Southern Methodist University.  John has earned the Chartered Financial Analyst designation and is a member of the St. Louis Society of Financial Analysts and the CFA Institute.

Our Philosophy

Piermont’s investment philosophy is built on the belief that significant alpha generation opportunities exist in the small and mid cap segments of the equity markets and those opportunities can be identified through a systematic, risk-controlled and repeatable process.  Piermont focuses on security selection, limiting undesired tracking error, and positioning the portfolio optimally regardless of the type of market and economic environment.

Strategies

Piermont focuses on the small cap segment of the U.S. equity markets. We currently manage the following strategies: 

 

- Small Cap Value 

- Small Cap Growth

- Small Cap Core

- SMID Value

- SMID Growth

Our Process

Piermont’s investment process utilizes a multi-factor stock ranking system combined with a thorough qualitative risk review.  Security selection is conducted through a systematic, risk-controlled and repeatable process that employs multi-factor ranking models at the industry and sector levels utilizing a diverse array of factors.  For each economic sector, Piermont has developed a proprietary set of key factors to evaluate each stock vs. industry and sector peers.  Models are derived from extensive research conducted with the goal of maximizing both excess returns and consistency across various types of market environments.  A detailed qualitative risk review is also utilized to identify significant company-specific risks that are outside the scope of the models. 

 

Asset allocation, sector/industry rotation, and market timing are not utilized in the process.  All strategies are managed on a sector-neutral and beta-neutral basis, with a similar market capitalization profile to that of the relevant benchmark.  As a result, excess returns relative to a benchmark that may occur are primarily derived from stock selection.

To learn more about our services, please contact: 

Joseph M. Caticchio, CFA
Director of Marketing

530 Maryville Centre Drive,
Suite 230 
St. Louis, Missouri 63141
T 314.965.6847
F 314.965.0039
Direct 312.282.5802

joecaticchio@piermontcapital.com