Founder
FOUNDER, PRESIDENT & CHIEF INVESTMENT OFFICER– BRYAN GOLIGOSKI
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With over twenty years of professional experience in a full range of market environments, Bryan Goligoski provides a unique investment perspective. He has worked in senior positions as portfolio manager for multiple strategies, securities analyst, and alternative investment specialist. He has worked at Strome Partners, Nuveen Investments, Mercer Advisors, Hatteras Funds and TCW.
His deep knowledge of the various sectors of the economy has come from years of experience with management, analysts, economists, and market strategists. He is often invited to participate as a specialist at conferences, in panel discussion. Mr. Goligoski writes and produces a weekly market commentary entitled Stillwater’s This Week in the Markets.
Bryan was an early advocate for liquid alternative investments. As practitioner, he was the portfolio manager for the Nuveen Equity Long/Short fund, Symbol, NELAX, from its inception in 2009 through 2012. It was a top performing Morningstar five-star rated mutual fund.
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2009 |
2010 |
2011 |
2012 |
| Nuveen Equity Long/Short |
20.09% |
11.12% |
-4.76% |
10.83% |
| Morningstar Long/Short Category |
10.46% |
4.13% |
-2.81% |
5.15% |
| Outperformance |
9.63% |
6.99% |
-1.94% |
5.68% |
| Category Ranking |
17 |
8 |
73 |
20 |
| Source: Morningstar |
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He has held senior roles at Strome Partners, Nuveen Investments, Mercer Advisors, Hatteras Funds and TCW. During that time, he has worked directly with leading traditional and alternative asset managers. Bryan is called upon often to articulate market movements and the economic impact on various sectors. He brings a deep depth of understanding to alternative investment strategies and the evolving nature of asset management.
Mr. Goligoski graduated from the University of California, Los Angeles. He currently holds series 7, 65 and 66 licenses and has served as trustee on the governing board of several public and private institutions.
PERFORMANCE DISCLOSURE: All mutual fund performance figures are net of all fees and expenses and reflect the reinvestment of dividends and other income. The mutual fund returns are provided by Morningstar, Inc. They are for illustrative purposes only. Past performance is not indicative of future results. The information contained in this report has been gathered from sources we believe to be reliable, but we do not guarantee the accuracy or completeness of such information, and we assume no liability for damages resulting from or arising out of the use of such information. The performance numbers displayed may have been adversely or favorably impacted by events and economic conditions that will not prevail in the future.
