Metis Global Partners
Tom Mulligan, CFA, IACCP®, serves as the Chief Operating Officer and Chief Compliance Officer at Metis Global Partners since April 2019, overseeing operational, compliance, and financial aspects of the business. Prior to this, Tom Mulligan had extensive experience in investment management roles, including Director of Marketing at Allianz Global Investors and VP at Raymond James Asset Management Services. Additionally, Tom Mulligan has held key leadership positions at Brandes Investment Partners, focusing on marketing and product management, as well as client relations and RFP processes at Eagle Asset Management. Tom Mulligan holds an MBA in Security Analysis and Finance and a BSBA in Finance from the University of Florida.
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Metis Global Partners
METIS GLOBAL PARTNERS is an independent, diverse and woman owned and led firm located in San Diego, California. Founded in 2013, we provide both active and beta management of global and international equity portfolios, with strategies spanning the full range of large to micro-cap opportunities. The firm believes that the consistent application of valuation driven decisions that strive to be free of behavioral bias is the most effective way to create wealth for its clients. BIAS AVERSE VALUE INVESTING Metis’ roots are firmly grounded in a rich history of both academic and practitioner research at the intersection of global equity markets and investor behavior. By applying global fundamental knowledge in a systematic manner to large opportunity sets, our process is designed to systematically capture the value premium on a global basis. In all of our portfolios, Metis employs bottom up valuation analysis to companies in over 60+ unique global industries using a process that constructs benchmark agnostic portfolios, focused on capturing ‘pockets’ of value around the globe. This ‘best-of both-worlds’ investment approach allows us to combine the strengths and avoid the weaknesses of pure fundamental or pure quantitative strategies.