Joshua B. Kohn, CFA

Founder and Portfolio Manager

Josh has over 15 years of experience in the investment management business. He began his career as a quantitative analyst and risk manager at George Weiss Associates, a multi-strategy hedge fund in New York, ultimately becoming a Vice President and equity analyst focused on the energy sector. He served as Portfolio Manager of the Turner Investments Global Resources and Infrastructure fund from 2010 to 2014. In 2014 he joined CenterSquare Investment Management to lead a global infrastructure team and manage the CenterSquare Global Listed Infrastructure Fund.

Josh holds a MS in Systems Engineering from the University of Pennsylvania. He graduated summa cum laude from the Jerome Fisher Program in Management & Technology at the University of Pennsylvania, with a BS in Engineering and a BS in Economics from the Wharton School. He is a member of the CFA Institute and the CFA Society of Philadelphia.

Josh is frequently quoted in media outlets including Barron’s, Pensions & Investments, The Wall Street Journal, US News and World Report, and Philadelphia Business Journal.

Josh lives in Bryn Mawr, PA with his wife Kari, and two children. He spends his free time on non-profit boards, coaching baseball, and is a passionate sports fan.

 

A Proven Track Record of Success

  • Helped George Weiss Associates energy team grow from $50 mm to $800 mm in assets
  • Differentiated performance through the global financial crisis, generating positive absolute returns in every quarter of 2008
  • Strong risk adjusted absolute returns at Turner Global Resources and Infrastructure Fund
  • Strong conviction – always have high portion of personal liquid assets invested in own funds

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Donald O'Hara

Chief Operating and Compliance Officer

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Donald O’Hara has more than 20 years of investment industry experience supporting the operations and accounting of hedge funds, fund of hedge funds, institutional separate accounts, SMA wrap products, and mutual funds. Prior to joining AlphaOne and Work Capital, Mr. O’Hara was the Controller for Reliance International Research, the investment advisor to the Reliance Management family of alternative investment vehicles.  While at Reliance International Research, he helped develop an international, institutional operating structure which supported the accounting, performance reporting, and investor servicing for various hedge fund strategies. Before joining Reliance International Research, Mr. O’Hara was Senior Performance Analyst for CMS Companies, where he managed performance reporting and operations for various private equity and hedge fund of fund products.  Preceding CMS Companies, Mr. O’Hara assisted in establishing the operations structure for Gartmore Global Investments.  He has also spent many years in back office operations and accounting at Brinker Capital and SEI Investments. He holds a MBA in Finance from Villanova University and a BS in Economics from Pennsylvania State University.  He holds FINRA licenses: Series 7, 24, and 63.

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MaryBeth McLallen

Senior Operations Analyst

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MaryBeth McLallen serves as Senior Operations Analyst for AlphaOne and Silkworth Capital. Prior to joining AlphaOne in January 2010, Ms. McLallen spent nine years at Redstone Investors, LP as an executive assistant. Previously, she was an administrative assistant at Morgan Stanley. Ms. McLallen received a BS in Management Systems in 2000.