AGILE EXPANDS AND STRENGTHENS INVESTMENT TEAM WITH TWO NEW EQUITY PARTNERS

Agile Investment Management LLC today announced the expansion of its portfolio management team with the addition of two equity partners and senior portfolio managers, Richard Cochinos and Charles Tomes.

“This addition of senior and experienced investment professionals underscores our commitment to delivering exceptional expertise to our clients and represents a meaningful expansion of our portfolio management capabilities,” said Kai Sotorp, Chairman and CEO. “It further strengthens our focus on global unconstrained strategies, including the iA Clarington Agile Core Plus Bond Fund and the iA Clarington Agile Global Total Return Income Fund.”

Richard Cochinos, CFA, FRM, CAIA, joins as Head of Asset Allocation and Risk Management. He will serve as a key decision-maker on the portfolio management team, leading strategic asset allocation, identifying relative value opportunities, and overseeing risk and performance attribution across all strategies.
Charles Tomes assumes the newly created role of Head of Portfolio Implementation and Capability Management. He will serve as a decision-maker on the investment team, supporting the credit process, execution of portfolio changes, and client engagement.

“Rich brings deep experience as a multi-asset investor, with specialized expertise in foreign exchange and fixed income across both the buy-side and sell-side, including roles at RBC, Alaska Permanent Capital Management, Citigroup, and Bank of America,” said Daniel Janis III, President and CIO. “Chuck was a member of my previous portfolio team and we worked closely for 12 years during his 15-year tenure at the firm, and he brings extensive knowledge of our global unconstrained investment process, along with a strong understanding of our clients’ needs.”

These additions mark a significant step forward in Agile’s continued evolution, enhancing the depth, execution, and scalability of our investment platform. With a strengthened team and expanded capabilities, Agile is well-positioned to deliver differentiated outcomes for clients in increasingly complex global markets.