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Catholic Values Trust update and Income Trust update
Catholic Values Trust & Income Trust update – June Quarter 2026

In this quarterly update, David discusses the strong June quarter,…

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July 2026: More Hawks than Doves.

Episode #15 of The Active Investor with SGH dives into…

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Latest News
More insights
Catholic Values Trust update and Income Trust update
Catholic Values Trust & Income Trust update – June Quarter 2026

In this quarterly update, David discusses the strong June quarter,…

Read more
July 2026: More Hawks than Doves.

Episode #15 of The Active Investor with SGH dives into…

Read more
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Latest News
More insights
Catholic Values Trust update and Income Trust update
Catholic Values Trust & Income Trust update – June Quarter 2026

In this quarterly update, David discusses the strong June quarter,…

Read more
July 2026: More Hawks than Doves.

Episode #15 of The Active Investor with SGH dives into…

Read more
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Adam Rubin, CFA

Director, Portfolio Manager

Adam is a Director and Portfolio Manager for IMC Global Small Companies Fund and is an analyst across all IMC’s investment strategies.

Prior to joining IMC Investors in 2014, Adam was a Research Analyst at Rice Hall James & Associates, an institutional US small cap equities manager. Previously, he was a Research Analyst at Paramo Capital Partners, a long/short equity hedge fund. Adam also spent four years as a Research Associate at Brandes Investment Partners, LLC, focused on global equities. He has 16 years of domestic and international equity research experience.

Adam holds an MBA from the Anderson School of Management at the University of California, Los Angeles and a BBA from the Stephen M. Ross School of Business at the University of Michigan. Adam is a CFA charter holder.

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Adam Rubin, CFA