Today, seven principals own a substantial equity stake in the firm. We believe our equity interest lends stability and provides the framework for our succession plan.
Our clients' investment results are directly dependent on the ability and long-standing experience of our two teams of investment professionals who manage ICM's Small Cap and Large Cap Value products. The strong long-term performance is indicative of their success.
ICM Organization
Small Cap Value Equity Team
ICM's Small Cap Value effort began in 1989, and today Bill Heaphy, Chief Investment Officer, and Sim Wooten serve as co-portfolio managers of the ICM Small Company Portfolio and the separately-managed small cap accounts. Both have research responsibilities and Bill serves as Director of Research for the small cap team. Gary Merwitz, Rob Jacapraro, Josh Overholt and Matt Fleming are security analysts that support the small cap team effort.
Large Cap Value Equity Team
ICM's Large Cap Value team is composed of four investment professionals who average 32 years of experience in the business. Team members typically function as "investors," having responsibility for both security analysis and portfolio management. Don Hoelting serves as the CIO of the large cap product and has primary responsibility for idea generation and valuation work. He also manages a number of the institutional accounts. Paul Borssuck supervises the majority of relationships for the ICM Individual Capital Management (High Net Worth) practice. Eddie Brown is a portfolio/relationship manager for a number of HNW accounts, and Drew Gilchrist provides perspective on the technology sector. Michael Harrington and Angela Montgomery are responsible for client service for the large cap product.
