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Investment Approach

The NewBridge Global Equity strategy seeks long term growth and capital appreciation by investing in high-quality companies with solid growth prospects at attractive valuations. A well-diversified portfolio is constructed of best ideas with exposures in various sectors within developed and emerging countries. We strive to deliver superior risk adjusted returns through disciplined risk management.

Philosophy & Process

The team focuses on bottom-up stock selection among a smaller subset of names narrowed by quantitative tools that provide a consistent framework to review the investable universe. Ideas are generated by screening the investable universe for companies with attractive growth, quality, value, and momentum characteristics using our proprietary screen. Through rigorous fundamental analysis the list of potential ideas is narrowed to those with the most compelling investment theses.  
Erick Maronak, Chief Investment Officer – NewBridge Asset Management, Senior Portfolio Manager

Erick Maronak is the CIO and lead portfolio manager of the NewBridge Large Cap Growth strategy and a member of the Large Cap Growth portfolio management team. The Victory Large Cap Growth team was renamed NewBridge Asset Management on April 1, 2015. NewBridge Asset Management is a Victory Capital investment franchise.

He joined Victory Capital in 1999 with 10 years prior investment experience. Previously, he was a portfolio manager and director of research in the Campbell, Cowperthwait division of U.S. Trust Company.

Mr. Maronak holds a Bachelor of Science in economics from City University of New York and a Master of Business Administration from St. John's University.


James Craske, CFA, Portfolio Manager/Analyst

James Craske is a Portfolio Manager with NewBridge Asset Management and a member of the Global Equity portfolio management team. The Victory Large Cap Growth team was renamed NewBridge Asset Management on April 1, 2015. NewBridge Asset Management is a Victory Capital Investment franchise.

He joined Victory Capital in 2008 with nine years prior investment experience.

Mr. Craske holds a Bachelor of Arts in economics from Whitman College and a Master of Business Administration from the Tepper School of Business at Carnegie Mellon University. He is a CFA charterholder.

Scott Kefer, CFA, Senior Portfolio ManagerScott Kefer is a senior portfolio manager with NewBridge Asset Management and a member of the Large Cap Growth portfolio management team. The Victory Large Cap Growth team was renamed NewBridge Asset Management on April 1, 2015. NewBridge Asset Management is a Victory Capital investment franchise.

He joined Victory Capital in 1999 with six years prior investment experience. Previously, he held a similar position in the Campbell, Cowperthwait division of U.S Trust Company.

Mr. Kefer holds a Bachelor of Science in business management from Skidmore College and is a CFA charterholder.
Elie Masri, Portfolio Manager/Analyst, Victory Capital Management

Elie Masri is a Portfolio Manager with NewBridge Asset Management and a member of the Global Equity portfolio management team. The Victory Large Cap Growth team was renamed NewBridge Asset Management on April 1, 2015. NewBridge Asset Management is a Victory Capital Investment franchise.

He joined Victory Capital in 2008 with 12 years prior investment experience. Previously, he held a similar role at Deutsche Asset Management.

Mr. Masri holds a Bachelor of Business Administration in finance from Baruch College and a Master of Science in quantitative methods and modeling from the Zicklin School of Business at Baruch College.

 

Investment Approach

The NewBridge Global Equity strategy seeks long term growth and capital appreciation by investing in high-quality companies with solid growth prospects at attractive valuations. A well-diversified portfolio is constructed of best ideas with exposures in various sectors within developed and emerging countries. We strive to deliver superior risk adjusted returns through disciplined risk management.

Philosophy & Process

The team focuses on bottom-up stock selection among a smaller subset of names narrowed by quantitative tools that provide a consistent framework to review the investable universe. Ideas are generated by screening the investable universe for companies with attractive growth, quality, value, and momentum characteristics using our proprietary screen. Through rigorous fundamental analysis the list of potential ideas is narrowed to those with the most compelling investment theses.  

James Craske, CFA

Portfolio Manager

James Craske is a Portfolio Manager with NewBridge Asset Management and a member of the Global Equity portfolio management team. The Victory Large Cap Growth team was renamed NewBridge Asset Management on April 1, 2015. NewBridge Asset Management is a Victory Capital Investment franchise.

He joined Victory Capital in 2008 with nine years prior investment experience.

Mr. Craske holds a Bachelor of Arts in economics from Whitman College and a Master of Business Administration from the Tepper School of Business at Carnegie Mellon University. He is a CFA charterholder.

Scott Kefer, CFA

Senior Portfolio Manager

Scott Kefer is a senior portfolio manager with NewBridge Asset Management and a member of the Large Cap Growth portfolio management team. The Victory Large Cap Growth team was renamed NewBridge Asset Management on April 1, 2015. NewBridge Asset Management is a Victory Capital investment franchise.

He joined Victory Capital in 1999 with six years prior investment experience. Previously, he held a similar position in the Campbell, Cowperthwait division of U.S Trust Company.

Mr. Kefer holds a Bachelor of Science in business management from Skidmore College and is a CFA charterholder.

Elie Masri

Portfolio Manager

Elie Masri is a Portfolio Manager with NewBridge Asset Management and a member of the Global Equity portfolio management team. The Victory Large Cap Growth team was renamed NewBridge Asset Management on April 1, 2015. NewBridge Asset Management is a Victory Capital Investment franchise.

He joined Victory Capital in 2008 with 12 years prior investment experience. Previously, he held a similar role at Deutsche Asset Management.

Mr. Masri holds a Bachelor of Business Administration in finance from Baruch College and a Master of Science in quantitative methods and modeling from the Zicklin School of Business at Baruch College.