Mosaic Investment Partners is an investment management firm based in San Francisco, California. As an investment firm, the leadership and strategy set by the CEO is critical in guiding the company’s vision and success. This article will provide insights into Mosaic’s CEO and the strategic direction they have taken the company.
Background of Mosaic Investment Partners CEO Paul Ellis
Paul Ellis is the CEO and CIO of Mosaic Investment Partners. He has over 25 years of investment experience, previously working at other firms such as Wells Fargo. Under Ellis’ leadership, Mosaic has grown to manage over $1 billion in assets.
Investment philosophy and process under CEO Paul Ellis
Ellis describes Mosaic’s investment approach as finding high quality businesses and great management teams. The firm does in-depth research to find companies with strong long-term prospects. Mosaic constructs concentrated portfolios, typically holding 25-35 stocks.
Strategic moves by Paul Ellis as Mosaic CEO
As CEO, Ellis has made strategic decisions to expand Mosaic’s business. In 2019, Mosaic acquired a $300 million Cincinnati-based firm to increase their assets under management. Under Ellis, Mosaic has also focused on environmentally sustainable investing.
In summary, Paul Ellis as CEO of Mosaic Investment Partners has overseen significant growth and strategic expansion of the firm, while maintaining a selective investment approach focused on quality.