Meet Our Team

Executive Leadership
Investment Team
Client Service / Marketing
Business Management

Marina L. Marrelli

Partner and Co-Founder, Chief Executive Officer

Robert J. Anslow

Partner and Co-Founder, Chief Investment Officer

San Diego

Robert J. Anslow

Partner and Co-Founder, Chief Investment Officer

James D. Peterson,  CFA

Partner, Director of Portfolio Management & Research

Andrew Mark

Partner, Portfolio Management, Research & Trading

Trishul Goswami, CFA

Portfolio Manager/Research Analyst

Rick L. MacDonald, CFA, CAIA

Research

Melissa A. McGrane, CFA

Portfolio Manager/Research Analyst

Craig D. Rice

Trader

Lisette Mascarenhas

Investment Analyst

Boston

Venkat S. Chalasani,  CFA

Director of GlobeFlex India

Sarim Alpin,  CFA

Research Analyst, GlobeFlex Boston

Svetla Mincheva,  CFA

Research Analyst, GlobeFlex Boston

Hikmat Rasulov

Research Analyst, GlobeFlex Boston

Noah D. Bretz

Partner, Director of Client Service & Marketing

Jerre S. Bridges

Partner, Client Service & Marketing

Ken M. Mota

Partner, Client Service & Marketing

Jeanell T. VanDusen

Assistant Vice President, Client Service & Marketing

Edna Wallace

Marketing Manager, Client Service & Marketing

Harrison G. Kent

Senior Client Service Associate, Client Service & Marketing

Marina L. Marrelli

Partner and Co-Founder, Chief Executive Officer

Pamela F. Pendrell,   IACCP®

Partner, Chief Compliance Officer

Tammy L. Johnson,   CIPM

Partner, Head of Investment Operations

Jennifer A. Eve,   CPA

Controller, Finance & Accounting

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What's New

GlobeFlex Capital is proud to manage assets for the John S. and James L. Knight Foundation. Recently, we were included in the published list of women and minority-owned investment managers who collectively manage one-third of the Foundation’s assets.

The Knight Foundation has conducted innovative research on diversity, ownership and performance in the asset management industry, which may be found at http://kf.org/diverseownership This work has become even more timely, as our nation focuses on racial equity and inclusion, and more institutions have a call to action to include diverse firms in the management of trillions of dollars which comprise our industry. We commend the voice of the Knight Foundation, and the work of their OCIO Cambridge Associates, for the intentional hiring of women and minority-owned firms and encouraging other institutions to join them.

Our Investment Approach

"We exploit our information advantage, seeking to buy good companies early, ahead of the market,
and benefit from the realization of positive fundamental change."

- Bob Anslow

We Identify the most Fundamentally Attractive Stocks, exhibiting:

Business Improvement - We focus on finding companies with accelerating business conditions in order to identify early signs of growth.

Quality Management - We evaluate the long-term sustainability of a company’s fundamental business improvement by conducting an in-depth analysis of a company’s prospective operating performance and management’s skill to increase shareholder wealth.

Reasonable Valuation -We stay ahead of other investors by recognizing accelerating business conditions early, buying and holding companies significantly below their fair market value given their future growth prospects.

How We Integrate Responsible Investing

GlobeFlex considers Environmental, Social, and Governance (ESG) considerations as an integral part of our investment philosophy, influencing a company’s long-term value and the potential to impact future expected return and risk profiles. Because we believe determining materiality is a critical step in linking ESG metrics to alpha generation, we have designed a proprietary materiality factor comprised of relevant and material industry-specific risks and opportunities influencing a company's potential financial sustainability. We also believe that a company’s ability to manage ESG-related risks and capture ESG-related opportunities is a measure of management quality and is consistent with a long-term mindset. As such, we have integrated ESG considerations into our research process as part of our quality discipline across all strategies and assets.

You can find our Responsible Investment Policy here .

Collaborative engagement is a cornerstone of our responsible investing efforts. We actively promote diversity as a member of the Thirty Percent Coalition, and climate-related disclosure as a member of CDP. We are also a supporter of the Task Force on Climate Related Financial Disclosure (TCFD). We have been a signatory to the U.N. PRI since 2017, are a member of the Sustainability Accounting Standards Board (SASB), and our CEO, Marina Marrelli, is a signatory of the CEO Action for Diversity and Inclusion.

Our Research Edge

Research has been a cornerstone of our efforts since inception, focused on methods and techniques that fine-tune our ability to identify fundamental change early, and on information and methods that are complex, where there is a potential for alpha.

The following are among the biggest contributors to our research edge:

Research Depth – We are relentless in our focus on very granular details of key indicators of future growth in order to identify and invest in companies that are well positioned to exceed other investors' expectation.

Breath of Coverage – Through our wholly-owned subsidiary, GlobeFlex Research India (GRI), we collect information on uncovered companies and produce proprietary earnings forecasts, giving us a broader universe of opportunity than other managers.

Proprietary Techniques - Our proprietary, internal technology is unique as a time leverage tool, rapidly analyzing vast amounts of financial information to translate complex data, disentangle anomalies, and zero in on sources of alpha.

Global & International Equities

Global Dynamic Equity

ACWI ex-U.S. Equity

World ex-U.S. Small Cap Equity

International Micro Cap Equity

International All Cap Equity

Emerging Markets Small Cap Equity

Domestic Equities

U.S. Small/Mid Cap Equity

U.S. Micro Cap Equity

GlobeFlex, in conjunction with Leading Ladies Network (LLN), a non-profit women’s leadership development organization based in Accra, Ghana, has created the Progressive Mayors Fund for the Ga North Municipality, to be directed by the newly elected Municipal Chief Executive (MCE) Gertrude Ankrah, affectionately known to us as Gertie.

Gertie is using her mayoral position in this growing district within Greater Accra to push a progressive agenda down to the constituency level, furthering the education of girls and stirring an entrepreneurial outlook among the youth.

Globeflex’s relationship with Gertie goes back more than a decade to WomensTrust days, where Gertie was Program Development Director for the NGO and Marina Marrelli, GlobeFlex CEO, a founding board member. It is with great pride we congratulate the Honourable Gertrude Ankrah on her election to public office and we are thrilled to continue the support of women and girls with Gertie and in Ghana.