Andrew Martin

Provides brokerage services

PCM’s value equity investment strategies are founded on fundamental bottom-up research, value-based investment discipline focused on identifying companies whose equity securities trade at a valuation that in their view represents a significant discount to the company’s intrinsic value. The firm invests primarily in publicly traded equity securities (stocks) that trade on North American (predominantly US) exchanges.

Polen Capital is a disciplined, bottom-up, concentrated equity investment manager. Their sole focus is high quality growth investments. They invest in companies with growing earnings driven by solid franchises, strong balance sheets, experienced management teams and leading products/services.

Highbridge seeks to generate attractive risk-adjusted returns by offering credit and volatility-focused solutions across a range of liquidity and investment profiles, including hedge funds, drawdown vehicles and co-investments. The firm opportunistically invests across the capital structure in less efficient segments of the market with the goal of generating consistent, alpha-driven returns across market cycles.

FCP employs long investments identified by their fundamental security-level research. They evaluate several factors with respect to each investment including current market valuation, competitive market position, profit and growth outlook, management capabilities, capital structure, and cash flow generation properties. The firm relies on numerous sources of publicly available information for investment judgments and when applicable has detailed discussions with the management of potential portfolio companies.

Functions as a College/University

Provides accounting services

Provides brokerage services

Functions as a College/University