Throughout his eighteen years of investment experience, Warren J. Isabelle has been committed to delivering a consistent and disciplined investment style. With a long-term horizon, he has selected stocks utilizing an approach that combines original research with a fundamentals driven philosophy for determining real
world economic value of each underlying business. The Ironwood Isabelle Small Company Stock Fund employs this time tested, effective style of investing. Moreover, to maintain its investment integrity and focus, the Fund will close to new investors when total assets reach approximately $500 million.
Mr. Isabelle is a founder and president of Ironwood Investment Management, LLC. He is best known for his management of the Pioneer Capital Growth Fund (later renamed Pioneer Mid-Cap Value Fund) and the Pioneer Small Company Fund, two small cap value funds which he managed from their inception in 1990 and 1995, respectively through January 1997. At the time of his departure, the combined assets had grown to nearly $3 billion.
Mr. Isabelle has received national attention for his performance. He has appeared on "Wall $treet Week with Louis Rukeyser" and in featured articles in Barron's, Business Week, Individual Investor, Money, Smart Money, and USA Today.
Managing Director & Portfolio Manager
Ironwood Investment Management, LLC,
8/97-present
Chief Investment Officer
Keystone Investments, 2/97-5/97
Head of Domestic Equities
Pioneer Management Company, 6/84-1/97
Analyst
Hartford Insurance, 2/83-5/84
Ironwood Investment Management, LLC,
8/97-present
Chief Investment Officer
Keystone Investments, 2/97-5/97
Head of Domestic Equities
Pioneer Management Company, 6/84-1/97
Analyst
Hartford Insurance, 2/83-5/84
MBA, Finance
Wharton School, 1981
MS, Polymer Science and Engineering
University of Massachusetts, 1981
BS, Chemistry
Lowell Technological Institute, 1978
Wharton School, 1981
MS, Polymer Science and Engineering
University of Massachusetts, 1981
BS, Chemistry
Lowell Technological Institute, 1978
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