Channing Portfolio Managers Named Finalists for 2026 Emerging Manager Awards
Key Takeaways
- Channing Capital’s Large-Cap Value Strategy and Channing Global Advisors’ ACWI ex-U.S. strategies were named finalists for the 2026 Emerging Manager Awards.
- Both investment strategies are actively managed with a focus on buying quality companies at a discount to intrinsic value.
- Channing’s research-driven process aims to identify valuation gaps and fundamental inflection points before they become consensus.
There is one standard our portfolio managers hold themselves to above all others: giving clients their absolute best. Not defined solely on a relative basis, but by one that matters even more — the deep, rigorous, disciplined work that the people who trust us with their capital deserve.
That orientation is what drives Portfolio Managers Ron Holt, CFA, and Deryck Lampe, CFA. And it's why we're proud to share that both have been named finalists for the 2026 Emerging Manager Monthly Emerging Manager Awards — Ron for his management of Channing Global Advisors’ ACWI ex U.S. strategy (International Equity category) and Deryck for his management of Channing Capital’s Large-Cap Value strategy (U.S. Large Cap Equity category).
Out of 315 investment products evaluated, only three finalists were selected in each category. Channing holds two of those spots. A committee of plan sponsor and consulting professionals will evaluate each finalist on both quantitative and qualitative factors before naming winners in the April issue of Emerging Manager Monthly.
Although this recognition is meaningful, it is not the objective. It is the byproduct of a process applied consistently, year after year.
That standard — do the work, trust the process — shows up most clearly in segments of the market where skepticism runs high and patience is required. In large-cap value, that responsibility belongs to Deryck Lampe.
When the Conventional Wisdom Is Wrong
For investors trying to build a well-constructed portfolio, the large-cap value space presents a genuine dilemma. The data is discouraging over the 10-year period ended December 31, 2025, only 14% of actively managed large-cap funds outperformed the S&P 500. Many have drawn the logical conclusion — why bother with active management here?
Deryck Lampe doesn't ask that question, because he understands something the data alone doesn't capture: the majority of active managers underperform not because alpha is unavailable in large-cap value, but because finding it requires a level of patience and process discipline that most investors aren't willing to sustain.
His edge lies in reading inflection points before they become consensus. He looks for moments when a company's competitive advantage, capital allocation discipline, and position in the economic cycle are beginning to turn in a favorable direction before the broader market takes notice. It's a process built on conviction and a willingness to hold your view when the crowd disagrees. And over time, for the clients invested in Channing's Large-Cap Value strategy, it has made a meaningful difference.
Where Others Aren't Looking
If Deryck's work is about seeing what the domestic market hasn't priced in yet, Ron Holt's is about going where much of the market isn't looking: overseas.
Ron has always been drawn to the places where the market's attention is thinnest. "What excites me most about this work is searching for quality companies whose intrinsic value is underappreciated by the market, especially outside the U.S., where short-term sentiment often overshadows fundamentals," Ron explains.
That mindset is the backbone of Channing Global Advisors’ ACWI ex U.S. strategy, which focuses on well-run businesses trading at a discount to their intrinsic worth, in markets where that discount is often wider and less competed for. The approach requires deep research, a long-term horizon, and experience.
Ron brings more than 25 years of investment experience to that process, and his conviction is straightforward: quality companies, held at the right valuation, will compound returns over time, regardless of where they're domiciled.
What This Moment Means
Co-founders Rodney Herenton and Wendell Mackey have built Channing around a simple but demanding standard: do the work that earns the trust of our clients.
"Ron and Deryck represent what this firm is about," said Rodney. "They come to work every day focused on one thing: delivering for our clients. Recognition like this is a reflection of that commitment, and we couldn't be prouder of them both."
Mackey echoed that sentiment. "We've always believed that a disciplined process, applied consistently over time, is what creates lasting value for investors. This is confirmation that our team is living that belief."
The winners will be announced in the April issue of Emerging Manager Monthly. Whatever the outcome, the work continues.