Andrew Scott Cupps

ARI focuses on actively managed strategies with a focus on long-term capital appreciation. The firm primarily invests client funds in domestic equity securities and American depository receipts (ADRs).

The firm's portfolio managers, research specialists and traders are organized into teams by asset class. SCM provides several different investment approaches to both its international and domestic equity portfolios. For its capital appreciation equity management, the firm emphasizes current economic environment and secular themes. In particular, long-term economic trends, Federal Reserve policy and market liquidity serve as a macroeconomic backdrop to the overall direction of the markets. For equity stock selection, disciplined, fundamental research with emphasis on the following characteristics are practiced: strong fundamentals, accelerating earnings and sales, accelerating return on equity, expanding market share, low cost producers, quality management and positive earnings surprises. Its bottom-up security analysis emphasizes management, cash flow, earnings growth, balance sheet strength, competitive position, discounted cash flow and relative p/e ratio.

Driehaus employs active equity and multi-asset alternative investment management strategies. They have experienced teams of investment, risk management, trading, operations and technology professionals managing and supporting their strategies.

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.

Functions as a College/University

Cupps Capital Management offers a variety of investment strategies that pursue an overall growth investment objective, mainly utilizing both US and foreign equity securities (ADRs). They may also invest client assets in other securities, such as ETFs, or derivatives, such as options, if they determine such investments fit within the the client's investment objectives. Cupps Capital also manages assets for affiliated private hedge funds which utilize long/short strategies. The firm's investment strategies include: Large Cap Growth, Mid Cap Growth, Small Cap Growth, All Cap Growth, and Concentrated Growth.

Bosun Asset Management specializes in developing and implementing innovative, bespoke trading strategies primarily focused on equities to generate income and enhance investment returns for their clients. The firm believes that active management can reduce the risk of capping upside performance of portfolio holdings.