The Zacks Large Cap Growth Strategy seeks to own high quality growth stocks that have attractive fundamentals relative to their peer group, and uses proprietary quantitative analysis. This strategy is benchmarked against the Russell 1000 Growth Index.

Portfolio Management Team

  • Mitch Zacks

    Principal & Senior Portfolio Manager

    Mitch is one of the two primary portfolio managers at Zacks Investment Management and oversees all investment research activities at the firm. Mitch is an expert on quantitative investment strategies and developed many of the proprietary models used by the firm. Mitch wrote a weekly finance column for the Chicago Sun- Times and has written two books on quantitative investment strategies: Ahead of the Market, Harper Collins 2003, which focuses on the earnings estimate revision investment anomaly and The Little Book of Stock Market Profits, which was published in 2011 and provides an overview of several other significant equity investment anomalies.

    Prior to joining Zacks Investment Management in 1997, Mitch was an investment banking analyst at Lazard Freres in New York. Mitch graduated cum laude from Yale University with distinction in his major of Economics. He received his M.B.A with high honors in his concentration of Analytic Finance and Statistics from the University of Chicago.

  • Tony Zhang Ph.D., M.B.A., CFA

    Quantitative Analyst

    Tony is a quantitative analyst at Zacks Investment Management. His research focuses on multi-factor, sector specific alpha models. Tony earned his Ph.D. in Electrical and Computer Engineering from the University of Minnesota, Twin Cities and received his M.B.A with honors from the University of Chicago in Analytical Finance and Strategy. He holds the Chartered Financial Analyst (CFA) designation. Prior to joining Zacks Investment Management, Tony served as adjunct assistant professor at the University of Maryland, Baltimore County and was a Visiting Assistant Professor at the State University of New York at Binghamton. In his research career, he has been awarded three best paper awards and has published over twenty papers in the top international journals and conferences.