Clients are our number one priority. Without them, our firm has nothing. We will always be respectful and use the highest level of integrity in everything we do for them. Our firm will strive to meet the individual needs of our clients and work in a disciplined and efficient manner to meet their short and long term investment goals.
Sound ethical practices and principles are the bedrock that provides the foundation for our firm. Investment advisers are placed in a position of trust and owe a fiduciary duty to the public. This relationship demands that our actions be held to a higher standard and that we must always work to secure and maintain the public’s confidence.
To this end, our firm has adopted and strictly adheres to the Code of Ethics and Standards of Professional Conduct set forth by the Chartered Financial Analyst (CFA®) Institute, formerly the Association for Investment Management and Research (AIMR®). These guidelines clearly delineate right from wrong, thus eliminating ‘gray areas’ that may arise by providing a strict reference point.
By possessing a codified and verifiable set of standards that explicitly deals with the issues confronted in the investment advisory business we prevent any erosion of the trust underpinning the relationship between our firm and its clients.
Code of Ethics and Policy Statement Manual (PDF)
Portfolio Management,
Accounting, and Reporting
Our firm provides timely, accurate, and easy to digest client reports produced by Advent Software’s Axys® portfolio accounting and reporting system. This system is both flexible – over 70 standard reports are available – and powerful; it readily complies with the high standards and regulations set by the SEC and CFA Institute’s Performance Presentation Standards (PPS).
Click here to view samples of selected client reports.
We work to communicate effectively and with absolute clarity with our clients at each stage of the investment process, from explaining our investment approach to reporting the results. We believe a transparent investment process coupled with an equally unequivocal reporting process builds confidence, trust, and safeguards the client relationship, our first priority.
During the 14th and 15th centuries in Europe, the English Longbow changed the landscape of medieval warfare. In contrast to other weapons such as the sword, club, or spear that were relatively brutish and crude, the Longbow was an elegant, intelligent, and mercilessly effective weapon.
The Longbow’s true power, and why we have adopted it as a corporate symbol, was that it allowed its user to stand back from the chaotic, volatile situation before them, view it in its entirety, measure the distance to their target, and ultimately strike with a high degree of accuracy. We strive to emulate this approach.
Financial markets are unpredictable and at times even dangerous. Success rejects a haphazard, rough approach and embraces a well developed and disciplined long term strategy.
Dwight Bottomley
Longbow co-founder and President
Dwight Bottomley brings to the firm extensive portfolio management
expertise based on his career achievements in both the United States and Europe.
He is a specialist in portfolio optimization, a methodology at the core of
Longbow's equity portfolio construction approach.
Dwight is a Chartered Financial Analyst (CFA) and a certified Financial Risk Manager (FRM). He graduated with honors from The University of Tulsa with an undergraduate degree in Finance. Email Dwight Bottomley here.
M. Jake Dollarhide
Longbow co-founder and Chief Executive Officer
Jake Dollarhide is a seasoned financial analyst and investment strategist
as well as an expert in taking care of clients. His extensive research skills
complement his formulation and execution of Longbow’s equity and fixed income
portfolios.
Dollarhide is a Registered Investment Adviser with the U.S. Securities and Exchange Commission and the Oklahoma Department of Securities. He has an undergraduate degree in Finance and a Master of Business Administration from The University of Tulsa. Email Jake Dollarhide here.
Jay Matlock
Portfolio Manager
Jay Matlock brings to the firm extensive client service and investment
management skills. His unmatched portfolio management abilities and experience
along with his intense desire to take care of and service all of our clients to
the fullest extent make him a vital component of Longbow.
Matlock has 10 years of investment management experience along with 8 years of new business development. He has undergraduate degrees in Finance and Management Information Systems from The University of Tulsa. Email Jay Matlock here.
Doug Applegate
Quantitative Data Manager
Doug Applegate brings to the firm a unique blend of quantitative
and programming skills that are invaluable to Longbow. His mastery of the
CFA Institute Performance Presentation Standards (PPS) allows our firm to
model our performance on a quarterly and annual basis to achieve maximum
clarity and transparency.
Applegate has 8 years of investment management experience. He has an
undergraduate degree and Master of Science in Finance from The University of
Tulsa, and is in pursuit of his Ph.D. in Computer Science at Oklahoma State
University. Email Doug Applegate here.
