The fund is managed by a seasoned team led by Jennifer McCulloch Dunne (CEO and Portfolio Manager), Laura Geritz (Chairwoman, Portfolio Manager, and Founder), and Blake Clayton (Co-CIO and Portfolio Manager). Jennifer McCulloch Dunne brings 26 years of investment experience, previously spending 15 years at Cambiar Investors where she received Investment Advisor SMA International Manager of the Year awards in 2012 and 2014. Laura Geritz, the founder with over 25 years of international equity experience, gained recognition at Wasatch Global Investors as a small-cap global investor. The team emphasizes collaborative teambuilding and operates with a majority woman-owned structure, promoting diversity and inclusion through a remote work culture across various US locations.

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The Rondure New World Fund pursues long-term capital appreciation through a disciplined investment process combining quantitative screening with fundamental analysis. The fund focuses on identifying high-quality global companies with sustainable competitive advantages, particularly in emerging and frontier markets. The investment process includes quantitative screening of companies with market capitalizations above $1.5 billion, followed by bottom-up fundamental analysis using CGP (club, glue, platform) metrics to evaluate competitive moats. ESG factors are integrated throughout the investment process as part of the CGP2 approach. The fund maintains significant exposure to developing countries while seeking companies with enduring competitive advantages and exceptional financial characteristics.

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