Scott L. Utzinger

Chief Operating Officer & Partner
Strategic Long Short Fund

USA

Prior to joining the Investment Adviser in October 2012, Scott was an equity analyst at Fidelity Investments, responsible for the media and retail sectors at the firm’s institutional investment division, Pyramis Global Advisors, between 2010 and 2012.

From 1999 to 2009 Scott was Vice President and Global Industry Analyst at Wellington Management Company. During this time Scott followed the internet, media, travel, and leisure sectors and served as sector portfolio manager for more than $1 billion in institutional client and mutual fund assets.

Between 1995 and 1997, Scott was the Lead Consultant at Booz Allen & Hamilton, a global management consulting firm, focusing on M&A, reengineering, strategy and marketing assignments in the media and consumer packaged goods sectors. Prior to this Scott was a Senior Project Manager for the New England Consulting Group, working on marketing and strategy with Fortune 500 executives.

Scott received an MBA from the Stanford University Graduate School of Business. He is also a graduate of the University of Pennsylvania’s Management & Technology program with a BS in Economics from The Wharton School of Business and a BAS in Systems Engineering from the School of Engineering and Applied Science.

Scott is an Investment Adviser Representative* with the Massachusetts Securities Division and holds FINRA Series 65 certification.

* Registration as an Investment Adviser Representative with the Massachusetts Securities Division does not imply any certain level of skill or training.

Investment Team – Crawford Fund Management

Christopher L. Crawford

Portfolio Manager & Managing Partner

Prior to forming the Investment Adviser (with Mr Jonathan Saunders) in July 2009, Christopher Crawford was the Managing Director, Portfolio Manager and Head of the Boston office at Stark Investments, managing a $1.5 billion long / short equity portfolio within a $12 billion multi-strategy global hedge fund between 2006 and 2009.

From 2003 to 2006, Chris was Senior Vice President and Portfolio Manager with Putnam Investments, where he was co-Portfolio Manager of the Putnam International Capital Opportunities Fund.

Prior to this Chris held senior positions at ABACUS Investments / ABRY Partners (2000 – 2003), and Wellington Management Company (1996 –2000). From 1991 to 1995, Chris was a Senior Analyst and Manager at New England Consulting Group & Quantum Associates working with senior executives from Fortune 500 companies focused on mergers and acquisitions, corporate strategy, organization, marketing and operations.

Chris received an MBA from The Wharton School of Business where he was named to the Director's List. He also obtained a BA in Physics, BS in Economics, BAS in Systems Engineering and an MA in International Relations from the University of Pennsylvania.

Chris is an Investment Adviser Representative* with the Massachusetts Securities Division and holds FINRA Series 65 certification.

* Registration as an Investment Adviser Representative with the Massachusetts Securities Division does not imply any certain level of skill or training.

Jonathan R. Saunders

Senior Analyst & Partner

Prior to co-founding the Investment Adviser in 2009, Jonathan was an equity analyst with Stark Investments, a $12 billion multi-strategy global hedge fund between 2006 and 2009. As an equity analyst, Jonathan was responsible for the equity team’s positions in the financial services, REIT and industrial sectors.

From 1999 to 2006, Jonathan was President and Chief Operating Officer of private equity firm Blue Wave Holdings Corp., where he sourced investments, negotiated and executed transactions, and significantly improved operating results at portfolio companies in the commercial real estate and automotive services sectors.

Jonathan holds an MBA from Boston University and a BA from the University of Pennsylvania. Jonathan is an Investment Adviser* with the Massachusetts Securities Division and holds FINRA Series 65 certification.

* Registration as an Investment Adviser Representative with the Massachusetts Securities Division does not imply any certain level of skill or training.