Our Culture
Executing an unconventional investment strategy requires a culture that defies the norms, embraces the unknown, and commits to the process.
Our operating model is best described as distributed leadership within an adaptive structure. That means we trust each other, have each other’s back. It also means we’re united behind the Towle Way, valuing diverse perspectives over individual recognition. This collaborative approach enhances our decision-making process and provides a competitive advantage.
Because Towle employees collectively represent one of the largest clients of the firm, our strong alignment fuels a culture dedicated to continuous improvement, client service, and access.
Our Values
Humility
We leave ego at the door. Empowered by distributed leadership, our tight-knit team fights for the best idea to win, driving innovation and enduring success.
Independence
We dare to be different. Regardless of consensus, we seek the truth and are unafraid to run against the crowd.
Responsibility
We take ownership. The stewardship of our clients’ capital is our primary focus and greatest privilege.
Evolution
We embrace a growth mindset. We learn from both success and failure, perpetually improving our process.
Biographies
Luke Barthelmess, CFA
Portfolio Manager
Cari Hopfensperger
Chief Compliance Officer
Jessica Kardos
Head of Investment Operations
Peter Lewis, CFA
Portfolio Manager
Brooke McMahon
Head of Business Operations
Haley Sawyer
Investor Relations Associate
James Shields, CFA
Head of Private Funds & Portfolio Manager
Wes Tibbetts, CFA
Portfolio Manager
Chris Towle
President, CEO & Portfolio Manager
CFA® is a designation issued by the CFA Institute. To earn the designation, candidates must pass three course exams, each requiring approximately 250 hours of self-study, and have completed four years of qualifying work experience. Chartered Financial Analyst® and CFA® are registered trademarks owned by the CFA Institute.