We aim to deliver long term capital appreciation and the preservation of capital by identifying those inefficiencies. Our fundamental research process integrates financial analysis with a consideration for the sustainability of financial drivers from an environmental, social, and governance perspective. Using this approach to construct portfolios gives disciplined investors the opportunity to compound capital over time, with below average levels of risk.
Investors have the right to see their holdings on a daily basis, and our investment philosophy is published openly on our website.
An investors’ capital is theirs and they have the right to access it when they wish. While capital is entrusted with us for investment management purposes, we are gracious stewards and take this responsibility seriously.
We are currently offering the Changebridge Capital Long/Short Equity ETF (CBLS) and the Changebridge Capital Sustainable Equity ETF (CBSE) as well as Separately Managed Accounts.
Ross Klein, CFA is the founder, Managing Member and Chief Investment Officer of Changebridge Capital, LLC. Previously, he served as a Long/Short Generalist and Portfolio Manager at Boston Partners for 10 years. His coverage encompasses the entirety of the US Universe, giving him a broad perspective on the domestic equity market. In those 10 years, he focused on discovering short positions, and his cumulative coverage list exceeds 700 individual companies. Ross co-Managed the Boston Partners Select Equity Fund from August 2019 to February 2020, before founding Changebridge Capital. Ross also serves on the Advisory Council for Graceful Gears, a non-profit that provides elite automobile experiences to people with serious medical conditions. Ross received the CFA designation in 2014 and a BS in Business Administration from Babson College. He continues to serve as a volunteer in the Babson Admission Connection program and Babson Finance Department.
Vince Lorusso is a Co-Founder and Portfolio Manager at Changebridge Capital, LLC. He has 22 years of industry experience, previously serving as Partner and Portfolio Manager at Clough Capital Partners, LP where he worked for 16 years. Prior to that, Vince was a Senior Investment Consultant with Natixis Asset Management. With a global perspective, Vince has analyzed and invested in a broad range of equity securities over the course of his career. Vince holds an M.S. in Finance and a B.S. in Finance & English, both from Boston College. Vince serves on the Investment Committee of Louisa May Alcott’s Orchard House, as well as the Nashoba Brooks School, two non-profit organizations in his hometown of Concord, MA.