Founded in 1996, Ironwood Investment Management, LLC is entirely employee-owned, managing $7.1 billion as of June 1, 2024, and exclusively dedicated to constructing multi-manager hedge fund portfolios designed for consistent returns.
Warren J. Isabelle, CFA, serves as a Principal at Ironwood Investment Management. Before co-founding Ironwood in 1997, Warren held the position of Head of Domestic Equities at Pioneer Management Company. During his tenure, he managed over $3 billion in small-cap assets, overseeing funds such as the Pioneer Capital Growth Fund (later renamed Pioneer Mid-Cap Value Fund) and the Pioneer Small Company Fund, along with various institutional portfolios. Warren has garnered national recognition for his research prowess and investment outcomes, featured in prominent publications including Barron’s, Business Week, Forbes, Fortune, Money, and The Wall Street Journal. He has also appeared on “Wall $treet Week with Louis Rukeyser.” Prior to his role at Pioneer, Warren began his career as an Analyst at The Hartford Insurance Company.
Ironwood Investment Management is a hedge fund managing $218,039,216 in discretionary assets, according to their Form ADV filed on March 2024. Serving 248 clients, their Q1 2024 13F filing reported $204,882,967 in managed 13F securities, with a top 10 holdings concentration of 28.9%. The largest holding in Ironwood Investment Management's portfolio is Vanguard Total Stock Market Index Fund-ETF Shares, with 41,508 shares held.
