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Systematic Financial Management LP
Kenneth Burgess · Asset Manager · Value
Systematic Financial Management LP is an investment management firm founded in 1982 and headquartered in Teaneck, New Jersey. An affiliate of Affiliated Managers Group (AMG) since 1995, the firm specializes in value-oriented equity strategies across the market capitalization spectrum, with a particular emphasis on small- and mid-cap stocks. The institution utilizes a disciplined investment process centered on its proprietary 'Free Cash Flow Value' methodology, combining fundamental research with a focus on financial strength and quality. Systematic serves a diverse client base that includes corporate and public pension plans, foundations, endowments, and private clients, maintaining a team-oriented approach to portfolio management and long-term risk-adjusted performance.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +43.5% |
| YTD return | +31.4% |
| Sharpe ratio | 3.47 |
| Win rate | 67% |
| AUM | $1.6B |
| Inception | Oct 1, 2025 |
| Updated | Aug 20, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.6B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.sfmlp.com |
Current Holdings
Updated on Aug 20, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| TSEM | Tower Semiconductor Ltd | 9.1% | +63.7% |
| SIMO | Silicon Motion Technology | 8.3% | +74.4% |
| MLI | Mueller Industries Inc | 6.5% | +14.6% |
| JAZZ | Jazz Pharmaceuticals PLC | 6.2% | +51.8% |
| EME | EMCOR Group Inc | 6.1% | +15.5% |
| NWE | NorthWestern Corporation | 5.1% | +14.9% |
| COHU | Cohu Inc | 5.1% | +29.8% |
| ADEA | ADEIA CORP | 5.0% | +21.1% |
| MKSI | MKS Instruments Inc | 4.6% | +23.9% |
| MGY | Magnolia Oil & Gas Corp | 4.6% | +12.4% |
| MSGE | Madison Square Garden Entertainment Corp | 4.3% | +19.9% |
| TRST | TrustCo Bank Corp NY | 4.2% | +14.9% |
| GVA | Granite Construction Incorporated | 4.2% | +8.3% |
| AUB | Atlantic Union Bankshares Corp | 4.1% | +8.1% |
| MSGS | Madison Square Garden Sports Corp | 3.9% | +0.9% |
| LYTS | LSI Industries Inc | 3.9% | -9.2% |
| ONTO | Onto Innovation Inc | 3.8% | -9.9% |
| WAFD | Washington Federal Inc | 3.7% | -3.3% |
| WBS | Webster Financial Corporation | 3.6% | +1.0% |
| DCOM | Dime Community Bancshares Inc | 3.5% | -0.1% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 17, 2026 | BUY | AUB | 4.1% → 4.1% |
| Aug 17, 2026 | BUY | MSGE | 3.9% → 4.3% |
| Aug 17, 2026 | BUY | GVA | 4.2% → 4.2% |
| Aug 17, 2026 | BUY | NWE | 5.2% → 5.1% |
| Aug 17, 2026 | SELL | COHU | 4.8% → 5.1% |
Investment Style Analysis
Systematic Financial Management LP is widely recognized for employing a Value strategy. As of Aug 20, 2026, the firm oversees approximately $1.6B in assets under management (AUM). The portfolio demonstrates a clear preference for the Banks - Regional and Semiconductors sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 17, Systematic Financial Management LP made a significant move by increasing exposure to AUB. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The firm’s investment philosophy is rooted in the belief that a company’s true value is determined by its ability to generate recurring free cash flow relative to its debt. Systematic employs a fundamental, bottom-up research process to identify high-quality, undervalued companies with strong balance sheets and proven business models. A key tenet of their strategy is the 'margin of safety' provided by focusing on firms capable of retiring all outstanding debt within ten years through expected free cash flow. By avoiding speculative situations and strictly adhering to their valuation discipline, the firm seeks to achieve superior risk-adjusted returns and consistent outperformance over full market cycles.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Systematic Financial Management LP.
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Frequently asked questions
How is the simulated portfolio for Systematic Financial Management LP constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Systematic Financial Management LP's largest holding?
As of the latest filing, Systematic Financial Management LP's top position is Tower Semiconductor Ltd (TSEM), representing 9.1% of the portfolio. This reflects a high-conviction bet by the institution.
What is Systematic Financial Management LP's historical performance and risk profile?
Our simulation indicates a total return of +43.5% with a win rate of 67%. Notably, the portfolio maintains a Sharpe Ratio of 3.47, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Systematic Financial Management LP primarily invest in?
Systematic Financial Management LP has a strong preference for the Banks - Regional sector, which makes up 19.2% of their disclosed assets. The portfolio also has exposure to Semiconductors, indicating a specific thematic focus.
Is Systematic Financial Management LP's portfolio concentrated or diversified?
Systematic Financial Management LP runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 24.0% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Systematic Financial Management LP performed in 2026?
Our AI-simulated model portfolio for Systematic Financial Management LP tracks a Year-to-Date (YTD) return of +31.4%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Kenneth Burgess manage Systematic Financial Management LP directly?
Yes, Kenneth Burgess serves as the key portfolio manager for Systematic Financial Management LP, overseeing the investment strategy and final capital allocation decisions.