Portfolio Managers

Quoc Tran

Quoc Tran

Chairman and Chief Investment Officer

Quoc co-founded Tran Capital Management in 2017 upon leading a management buyout of Lateef Investment Management, which he joined in 2005. Quoc has over 20 years of investment management experience. Prior to TCM, Quoc worked at Wallace R. Weitz & Co. and held various positions in portfolio management and research. Prior to that, he spent five years at Goldman Sachs and Co. and left the company as Vice President and Director in the Equities Division. Quoc serves on the Investment Committee Board of the Marin Community Foundation. Quoc received a BA with high honors in rhetoric from Bates College and his MBA in finance and competitive strategy at the University of Chicago where he was also a Business Fellow.

Michael Im, CFA

Michael Im, CFA

Co-Portfolio Manager and Director of Research

Michael joined Tran Capital Management in 2013 and became a Partner of the firm in 2020. Prior to TCM, Michael was an Analyst at Kiitos Capital Management and an Equity Research Associate at Dodge & Cox. Michael received a BS with high honors in business administration from the University of California, Berkeley (Phi Beta Kappa) and an MBA with honors from the University of Chicago Booth School of Business. Michael is a CFA Charterholder and holds the CFA Institute’s Certificate in ESG Investing.

Our ESG framework aids in identifying sustainable franchises and attempts to better position the Funds to perform over the long term and through multiple market cycles.

Quoc Tran, Chairman & Chief Investment Officer

Cromwell Funds Features the Following Sub-Advisors:

Aristotle Pacific Capital

A fixed income manager specializing in corporate credit.

CenterSquare Investment Management

A global investment manager focused on actively managed real estate strategies.

Corbyn Investment Management

An independently owned asset manager with 50 years of experience preserving and growing capital.

Foresight Group

A leading global infrastructure manager investing in innovation that drives progress.

Mutual of America Capital Management

A risk-minded investment manager with equity, fixed income, target date and allocation strategies.

Tran Capital Management

A research-driven, growth-oriented asset management firm with an ESG orientation.