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Mikhail Samonov - Founder and CEO.

Mikhail has been a portfolio manager for over 15 years with a demonstrated track record of innovation and performance. His prior roles included managing more than $5 billion in systematic equities for PineBridge Investments, including $1 billion in a Socially Responsible strategy, and managing $1+billion in multi-asset and alternative factor strategies for Forefront Analytics. Mikhail is a published author and a frequent speaker on the topics of factor investing, asset allocation, quantitative innovation and sustainable investing. His work has been quoted by leading media organizations, academics and book authors. Mikhail is a creative thinker and an educator frequently involved in helping investors and asset managers transform, innovate and grow. Mikhail is an honors graduate of Brown University with a Bachelor of Science in Applied Mathematics and Economics, and holds an MBA degree from the Wharton Business School at the University of Pennsylvania. Mikhail is a CFA Charterholder.


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John Toohey - Head of Fundamental Research.

John has 20 years of investment experience and 30 years of financial services industry experience. Over his career, he has appeared as a subject matter expert on television and radio, spoken at conferences, and presented investment insights to pension funds, insurance companies, and endowments. Most recently, he was the Head of Equities and Portfolio Manager at USAA Investments, where he grew the equity platform to $7.5 billion in assets under management in actively managed strategies. For over ten years John served as an officer of the USAA Mutual Funds Trust. His prior roles included serving as the asset allocation portfolio manager at USAA Investments and AIG Investments; as the chief investment officer for AIG's U.S. pension fund with over $3 billion in assets; and as the director of asset-liability management solutions for MetLife. John is a magna cum laude graduate of Williams College with a Bachelor of Arts degree in mathematics. John is a CFA Charterholder.


 
 

Advisory Board


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Fatima Dickey is a Business Advisor to Two Centuries Investments with 17 years of investment management experience. Fatima is the founder and portfolio manager at Lagoda Investment Management, a New York-based firm specializing in global fundamental equity investing. In her prior role, Fatima was a managing director and portfolio manager at U.S. Trust for over ten years. Her roles included launching and managing $2 billion in the Global Opportunities Portfolio, and co-managing $5 billion in Excelsior Equity Core, an in-house strategy and mutual fund. Fatima began her professional career as an Investment Banking analyst at A.G. Edwards & Sons in St. Louis. Fatima received her MBA degree from the Wharton School at the University of Pennsylvania and an undergraduate degree from Olin School of Business at Washington University in St. Louis. Born in Poland, Fatima came to the U.S. as an exchange student in high school and attended Washington University on a full scholarship.

Fatima does not provide investment advice for Two Centuries Investments.


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Malcolm Smith is a Business Advisor to Two Centuries Investments. Malcolm is an experienced executive with a demonstrated history of working in the investment management and consulting industry, with a range of professional skills in securities, asset management, management, marketing. Board-level experience in both corporate and non-profit environments. Particular experience in financing public, private partnerships at the city, state and federal government level. Malcolm is also currently an advisor to Lagoda Investment Management. Malcolm has an MBA from Columbia Business School and a BA degree from Brown University.

Malcolm does not provide investment advice for Two Centuries Investments.