Team

Who we are.

Engine No. 1 is built on decades of experience, and we believe there is a better way. We create long-term value by harnessing the power of capitalism.

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Meet the team

We are a diverse team of value- and values-oriented investors, builders, and operators driven to transform capitalism.

Edward Sun

Portfolio Manager of Perennial Total Value Fund

Nate Saint Victor

General Counsel & Chief Compliance Officer

Elli Kavros

Managing Director of Operations & Deputy Chief Compliance Officer

Michael Ferrari

Chief Science Officer & Chief Data Scientist

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For any media inquiries, please reach out to:

media@engine1.com

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Want to create the future? We’re looking for fellow builders and creators.

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Engine No. 1 is an investment firm purpose-built to create long-term value and bring common sense back to capitalism.

This website may contain forward-looking statements, which reflect Engine No. 1’s current views with respect to, among other things, Engine No. 1’s operations and performance. You can identify these forward-looking statements by the use of words such as “anticipate” “approximately,” “believe,” “continue,” “estimate,” “expect,” “intend,” “may,” “outlook,” “plan,” “potential,” “predict,” “seek,” “should,” or “will,” or the negative version of these words or other comparable words. Forward-looking statements are subject to various risks and uncertainties. Accordingly, there are or will be important factors that could cause actual outcomes or results to differ materially from those indicated in these statements. Engine No. 1 undertakes no obligation to publicly update or review any forward-looking statement, whether as a result of new information, future developments or otherwise.

The description of Engine No. 1’s investment process and strategy is intended to be representative, but may be changed from time to time by Engine No. 1, and Engine No. 1 may alter the information at its discretion. Engine No. 1 intends to be focused and directed in the selection of opportunities to actively engage with portfolio companies. Engine No. 1 intends to measure the investment made by companies in their employees, communities, customers and the environment, including through the use of financial, operational, and environmental, social and governance (“ESG”) metrics. While Engine No. 1 intends to seek opportunities to employ its active ownership beliefs, regulatory restrictions may limit the nature and extent of engagement in certain circumstances. Additionally, in the event that Engine No. 1 were to engage in active ownership, such activities may not be successful or, even if successful, an investment may still lose value or incur additional costs when engaging in active ownership.

All investments contain risk and may lose value. Investing in securities and other financial instruments entails substantial risk, including the possible loss of principal. Investors should conduct their own analysis and consult with professional advisors prior to making any investment decisions. The investment opportunities discussed or referenced herein may not be suited for all investors, and potential investors must make an independent assessment of the appropriateness of any investment opportunity in light of their own objectives and circumstances, including the possible risk and benefits of entering into such an investment opportunity. References to other securities are not an offer to buy or sell. The information contained herein is not complete, may change and is subject to, and qualified in its entirely by, the more complete disclosures, risk factors and other information contained in offering materials. The information is furnished as of the date shown. No representation is made with respect to its completeness or timeliness. This information is not intended to be, nor shall it be construed as, investment advice or a recommendation of any kind. Certain information has been obtained from third party sources and, although believed to be reliable, has not been independently verified and its accuracy or completeness cannot be guaranteed.

Past performance is not a guarantee of future results.

Transforming

Thinking

ETF

Team

Team

Who we are.

Meet the team

Christopher James

Jennifer Grancio

David Swift

Edward Sun

Yasmin Dahya Bilger

Michael O’Leary

Yusuf George

Madeline Hawes

Jose Claxton

Michael Terry

Sandra Kim-Suk

Nate Saint Victor

Gary Friedman

Elli Kavros

Johanne Chan

Harris Ziskroit

Eddie Hsieh

Alexa Desai

Mingming Wu

David Yu

Albert Chen

Jason LaMacchia

Molly Landes

Sang Yoo

Maggie Gryko

Michael Ferrari

James McErlain

Emma Zohner

Vince Chang

Sam Romer