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Dave McGarel,
Chief Investment Officer Chief Operating Officer Bio

Jon Erickson, CFA Senior Vice President Senior Portfolio Manager Bio

Chris Peterson, CFA Senior Vice President Head of the Strategy Research Group Bio
First Trust’s quantitative research team utilizes both quantitative and fundamental research in managing equity assets. The quantitative equity philosophy is grounded in empirical research and focuses on taking insights and evidence from academia and First Trust’s own proprietary research and transforming it into investable portfolios. The disciplined, repeatable nature of our quantitative investment process removes emotion from the decision-making process and focuses on factors that can be broadly categorized as value, momentum, quality, low volatility, dividend yield or small size. The fundamental investment philosophy is based on the belief that a company’s long- term value is determined by the cash flow it generates. The team believes the disciplined, systematic application of its proprietary process will lead to long-term value creation for clients.
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The information presented is not intended to constitute an investment recommendation for, or advice to, any specific person. By providing this information, First Trust is not undertaking to give advice in any fiduciary capacity within the meaning of ERISA, the Internal Revenue Code or any other regulatory framework. Financial professionals are responsible for evaluating investment risks independently and for exercising independent judgment in determining whether investments are appropriate for their clients.
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