Michael O’Keefe

Mr. O’Keefe is the founding partner of 12th Street Asset Management, LLC. Mr. O’Keefe has over 30 years of experience in the financial services industry.

Prior to 12th Street, Mr. O’Keefe was a founding partner of Two Rivers Capital Management and served on its Board of Directors.

Mr. O’Keefe is a former Managing Director of Morgan Keegan & Company where he worked for over 15 years. Before Morgan Keegan, Mr. O’Keefe was a CPA at Ernst & Young.

Mr. O’Keefe earned a Bachelor of Arts from Rhodes College and a Masters of Business Administration from the University of Memphis. Mr. O’Keefe has served as a member of the Executive Committee of the Board of Trustees at Rhodes College and has also chaired its Investment Committee.

D. Andrew Shipman, CFA

Mr. Shipman joined 12th Street Asset Management in 2010.

Mr. Shipman has been in the investment business for more than 25 years. Previously, he served as director and portfolio manager for PNC Capital Advisors (PCA) large cap value team, which managed over $600 million in assets.

Prior to PCA, Mr. Shipman was a co-portfolio manager at Invesco and managed more than $10 billion in large cap core assets. Mr. Shipman has also served in various equity research positions for Credit Suisse and Morgan Keegan.

Mr. Shipman earned a Bachelor of Arts from Rhodes College and a Masters of Business Administration from the University of Memphis.

Mr. Shipman is also a CFA charterholder.