Brian Goodstadt

Advent is a bottom-up, fundamental credit firm focused on cash flow, interest coverage, and balance sheet analysis. The firm seeks to achieve consistent and frequent returns while generating alpha across all of their strategies through a demonstrated investment discipline.

Choice Investment Management's investment philosophy focuses on the use of fundamental research to identify and invest in growth companies that are trading at a significant discount to their intrinsic value. The firm seeks to generate consistent returns through trading and investments in individual securities, private placements, fixed-income products and ETFs using a variety of portfolio management strategies. They offer several portfolios that utilize different investment strategies and primarily focus on a concentrated portfolio of equity securities. In addition to producing consistent returns, Choice Investment Management's strategies are designed to manage market and security risk, preserve capital in down markets and offer growth opportunities in up markets. Their investment approaches utilize short selling strategies, stop loss orders and hedging techniques during periods of high market volatility and at market extremes to attempt to manage risk and protect losses. Choice Investment Management's strategies generally involve a high turnover ratio. Choice Investment Management invests primarily in common stocks and/or ETFs. The firm typically focuses on 3 strategies: (1) long/short strategy (2) market neutral which emphasizes income or arbitrage and (3) private equity or investments in small emerging companies. The partnerships may purchase common stocks of companies of all sizes. Choice Investment Management also invests in IPOs of companies of any size.

Functions as a College/University

Functions as a College/University

A Wall Street invesment bank.

PCM aims to provide attractive after-tax returns while reducing the overall level of risk within the portfolio. The firm’s equity management style emphasizes global diversification of investments and investment approaches. Their investment approach for individual stocks balances growth, value, and quality. PCM’s fixed income management emphasizes quality, liquidity, and capital preservation strategies. Portfolio risk is carefully managed by adding alternative assets classes that are not highly correlated with equity and fixed income investments.

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