Innealta Capital Appoints New Investment Committee Member

AUSTIN, Texas, April 7, 2015 /PRNewswire/ -- Innealta Capital announces that Mark Mowrey, CFA has joined its Investment Committee as a full member, and has been promoted to Senior Vice President and Portfolio Manager. Mr. Mowrey has played a key role in charting the direction of Innealta since the firm's acquisition by AFAM Capital in 2009, having been part of AFAM Capital's research and portfolio management teams since 2004.

"Mark has been intimately involved with all aspects of our business for more than five years, making him ideally positioned to serve on our Investment Committee," said Jeff Montgomery, Chairman and Chief Executive Officer of Innealta Capital. "Mark's guidance and support have helped us evolve into one of the largest and strongest exchange-traded fund strategists. His Investment Committee membership further enables him to help us grow and bring our suite of portfolios to a wider array of investors."

Mr. Mowrey, a shareholder in AFAM Capital, has worked closely with Gerald Buetow, PhD, CFA, Chief Investment Officer of Innealta, and all of the firm's teams to consistently support and refine Innealta's strategies and quantitative methodologies. He will continue to work alongside Dr. Buetow and other Innealta team members in this capacity, and will also contribute to Innealta's recruitment efforts and hiring process as the firm continues to expand.

"Over the past few years Mark has contributed to the Innealta investment process at every level. It's been a pleasure working with him in all capacities and we're excited to have him join the formal Investment Committee. His professionalism, ethics and attention to detail will add tremendous value for our clients," said Dr. Buetow.

A CFA® charterholder, Mr. Mowrey graduated from the Wharton School of the University of Pennsylvania in 1994.  

About Innealta
Innealta Capital is a quantitative asset management firm specializing in the active management of portfolios of exchange-traded funds (ETFs). The firm offers a diverse range of portfolio options that includes pure fixed income, equity rotation, and whole-portfolio multi-asset class portfolios. Though each portfolio and the strategies that define them are unique in design, all are rooted in the firm's broader goal of achieving optimal risk-relative returns over longer-term investment horizons.

We believe Innealta's distinct competitive advantage is its proprietary quantitative framework and its ability to execute investment strategies that seek to optimize the risk-reward trade-offs within and among a range of broad asset classes.

SOURCE Innealta Capital

WANT YOUR COMPANY'S NEWS FEATURED ON PRNEWSWIRE.COM?

440k+
Newsrooms &
Influencers

9k+
Digital Media
Outlets

270k+
Journalists
Opted In

GET STARTED