President of Bogle Investment Management, L.P. Prior to founding the firm in 1999, John was a Managing Director of Numeric Investors, L.P., a quantitative investment management firm. His responsibilities there included portfolio management, trading, risk control, and product development for both long only and long/short portfolios. He also performed research on myriad stock selection models, trading strategies designed to minimize slippage from investment process, and tax efficient investment strategies. John created and managed Numeric’s mutual fund product line, performed marketing and client service, and contributed to the general management of the business.

Prior to joining Numeric in 1990, John was a Vice President at State Street Global Advisors. Most recently he served as a portfolio manager, responsible for managing quantitative portfolios and developing quantitative stock selection models. While at State Street, John developed models using earnings estimate and valuation techniques. He also conceived, developed and launched a quantitative, market-neutral hedged investment strategy for institutional investors. He began his career at State Street as a credit analyst, where he first learned to appreciate many of the fundamental financial concepts he would later implement through quantitative stock selection techniques. John received his B.S. and MBA from Vanderbilt University. He is also a CFA charterholder.

Director of Research at Bogle. From 1993 to 1999 Keith worked for Fidelity Management and Research Company, lastly as a research analyst in the Quantitative Group. As an analyst he developed stock-picking models based on valuation, momentum, quality of earnings, and corporate actions, concentrating on the evolution of companies’ businesses as communicated through financial reports. He also worked on statistical techniques to avoid unnecessary macroeconomic risks, and developed a novel, effective portfolio re-balancing strategy for maximizing return net of costs. Other previous work at Fidelity includes style analysis, trading cost analysis and modeling, trade-portfolio design and optimization, and foreign program trading.

Prior to his finance career he worked in computer design and later in remote sensing, most recently estimating the shape of Venus from the NASA Magellan probe’s radar data. He received an MS in Electrical and Computer Engineering and a Ph.D. in Mathematical Statistics from the University of Massachusetts at Amherst in 1987 and 1993, respectively. He is also a CFA charterholder.

Director of Client Service at Bogle. Prior to joining Bogle, she was an Investment Officer at Strategic Investment Management (SIM), an asset allocation specialist and manager-of-managers providing investment services to institutional investors and high net worth individuals. In her nearly seven years at SIM, her responsibilities included manager selection, product development, client relations, and marketing. In this position she had the opportunity to interview and monitor leading market-neutral managers, developing insights into how these strategies work and the role they play in a diversified portfolio.

Prior to joining SIM in 1993, Lisa worked with John at Numeric Investors, L.P., serving as a portfolio accountant and client liaison. Her previous experience also includes public relations and communications consulting. She holds a B.A. in economics from Smith College and is also a CFA charterholder.

Director of Finance at Bogle. Prior to that, she was a client service executive in the Equity Financing Services division of Morgan Stanley Dean Witter, and Co. (MSDW) where she provided financing, custody and portfolio accounting services to investment management partnerships. Prior to joining MSDW in 1996, she was a senior auditor at Deloitte and Touche, LLC, specializing in investment management companies and the securities industry. She holds a B.S. in accounting from Fairfield University.