Touchstone Total Return Bond Fund Sub-Advised by: EARNEST Partners LLC

EARNEST Partners LLC

EARNEST Partners LLC is a fundamental, bottom-up investment manager, overseeing assets for municipalities, states, corporations, endowments, eleemosynary groups and universities. The Firm's investment objective is to outperform the benchmark while controlling volatility and risk. The Atlanta, Georgia-based firm was founded in 1998.

"For equities, our proprietary screening process, Return Pattern Recognition®, allows the Firm to review a broad universe of companies and focus our attention on the best prospects. We then scrutinize each company on a fundamental basis and construct a portfolio that seeks to minimize the likelihood of meaningfully underperforming the benchmark. For fixed income, our ‘GAP’ Model analyzes option-adjusted spread against three primary risk factors: Quality, Duration and Convexity. The objective of the Model is consistent total return, striving to create a Fund that is less volatile than the benchmark."

- EARNEST Partners LLC

Portfolio Management Team

Douglas Folk, CFA

Investment Experience

  • Since 1985

Career Summary

  • EARNEST Partners LLC
  • Southern Farm Bureau Life Insurance Company

Education

  • MBA - Millsaps' Else School of Management
  • BA - Millsaps College
Chris Fitze, CFA

Investment Experience

  • Since 2003

Career Summary

  • EARNEST Partners LLC

Education

  • MBA - University of Chicago Booth School of Business
  • BA - Emory University

Funds Managed by EARNEST Partners LLC