A 48-Year-Old Shop Brings an MF Home
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Thursday, June 18, 2020

A 48-Year-Old Shop Brings an MF Home

A 48-year-old quantitative asset manager's team recently adopted a mutual fund that the firm previously subadvised. They specialize in systematic absolute return strategies.

Geoffrey William "Will" Andrews
Campbell & Company
Will Andrews, CEO of Campbell & Company, confirmed that on June 1 the Baltimore-based shop acquired the Equinox Campbell Strategy Fund, reorganizing it into the new Campbell Systematic Macro Fund (a $119-million fund). The seven-year-old fund previously advised by Princeton, New Jersey-based Equinox Fund Management, and Campbell had subadvised the fund since 2018.

Bob Enck, president and CEO of Equinox Fund Management, did not return a call for comment.

Like Campbell's other two mutual funds, Campbelll Systematic Macro is now part of the RBB Fund series trust.

Andrews confirmed that the Campbell team had been "talking with the previous owner [of the fund] for a number of years."

"The opportunity presented itself to us," Andrews tells MFWire. "This is a little bit of a homecoming."

"The transition to RBB was pretty natural," Andrews adds. "We're big fans of RBB. They've done a good job for us."

Arnold Reichman, chairman of the RBB fund board, lauds Campbell as "a wonderful partner," noting the quant shop's "long-term track record and differentiated strategy."

Campbell is a 100-percent employee-owned asset manager with a team of about 75 people and about $1.8 billion in AUM. The firm has its own private wealth and institutional distribution teams and works with a number of distribution allies and platforms, including wirehouses and RIAs.

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