U.S. Equity

Strategy Focus (as of 6/30/2017)

Our U.S. Equity Strategy is a concentrated portfolio of our best ideas across U.S.-domiciled local and multinational companies. It is invested in at least five sectors at all times and seeks to outperform the S&P 500 Index.

Portfolio Management

Matthew benkendorf rgb 1280x720px

Matthew Benkendorf

Chief Investment Officer

20 years of investment experience

18 years with Vontobel


Mr. Benkendorf joined Vontobel Asset Management, Inc., in October 1999 in trade support. After being promoted to trader in 2000, Mr. Benkendorf became a research analyst in 2002 and moved into portfolio management in 2006 as deputy portfolio manager of Vontobel’s European Equity Strategy. In 2008 Mr. Benkendorf continued to grow in his portfolio management role becoming lead portfolio manager of European Equity and deputy portfolio manager of Global Equity and in 2010 became deputy portfolio manager of the Vontobel U.S. Equity Strategy ultimately becoming lead portfolio manager in 2012. As a co-architect of Vontobel’s quality growth philosophy and style and proven success in managing Vontobel’s strategies he was named Chief Investment Officer in March 2016. Mr. Benkendorf received a Bachelor of Science in Business Administration (BSBA) in finance from the University of Denver.

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Edwin walczak

Edwin Walczak

Deputy Portfolio Manager

39 years of investment experience

29 years with Vontobel


Mr. Walczak joined Vontobel Asset Management, Inc., in July 1988. Mr. Walczak has held a management position on the U.S. Equity Strategy since its inception. Prior to joining Vontobel, from 1984 to 1988, Mr. Walczak worked as an institutional portfolio manager at Lazard Frères Asset Management, and from 1982 to 1984, he was an institutional relationship manager at Sanford C. Bernstein & Co. Mr. Walczak began his financial career in 1978 at the Ford Motor Company in Dearborn, Michigan and General Motors Corporation, New York, where he held successive positions as a financial analyst until 1982. He has made numerous media appearances, including Wall Street Week, CNN, and Bloomberg and in various publications, such as Forbes, Smart Money and the Wall Street Journal. He received an M.B.A. in finance and an M.A. in international politics and economics from Columbia University, and was an International Fellow in Columbia Graduate School. In addition he received a B.A. (Phi Beta Kappa) in government from Colby College.

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Mr. Benkendorf joined Vontobel Asset Management, Inc., in October 1999 in trade support. After being promoted to trader in 2000, Mr. Benkendorf became a research analyst in 2002 and moved into portfolio management in 2006 as deputy portfolio manager of Vontobel’s European Equity Strategy. In 2008 Mr. Benkendorf continued to grow in his portfolio management role becoming lead portfolio manager of European Equity and deputy portfolio manager of Global Equity and in 2010 became deputy portfolio manager of the Vontobel U.S. Equity Strategy ultimately becoming lead portfolio manager in 2012. As a co-architect of Vontobel’s quality growth philosophy and style and proven success in managing Vontobel’s strategies he was named Chief Investment Officer in March 2016. Mr. Benkendorf received a Bachelor of Science in Business Administration (BSBA) in finance from the University of Denver.

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Mr. Walczak joined Vontobel Asset Management, Inc., in July 1988. Mr. Walczak has held a management position on the U.S. Equity Strategy since its inception. Prior to joining Vontobel, from 1984 to 1988, Mr. Walczak worked as an institutional portfolio manager at Lazard Frères Asset Management, and from 1982 to 1984, he was an institutional relationship manager at Sanford C. Bernstein & Co. Mr. Walczak began his financial career in 1978 at the Ford Motor Company in Dearborn, Michigan and General Motors Corporation, New York, where he held successive positions as a financial analyst until 1982. He has made numerous media appearances, including Wall Street Week, CNN, and Bloomberg and in various publications, such as Forbes, Smart Money and the Wall Street Journal. He received an M.B.A. in finance and an M.A. in international politics and economics from Columbia University, and was an International Fellow in Columbia Graduate School. In addition he received a B.A. (Phi Beta Kappa) in government from Colby College.

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