Christopher M. Feulner

Arbor Capital Management is an aggressive growth manager that focuses on investments in US small-cap stocks. The firm uses bottom-up analysis to identify stocks with strong cash flows, positive annual revenue growth, stable or improving margins, positive ROE and experienced management teams. Portfolios are benchmarked against the Russell 2000 index. Arbor Capital Management will sell a stock if fundamentals deteriorate, the stock becomes overvalued or if there is a change in their investment thesis.

Voya IM actively manages strategies which seek to bring technical and analytical expertise in developing rigorous and superior solutions. The primary focus of the firm’s investment management is fixed income in nature, although some equity, alternative and private equity investing strategies are also employed. In this regard, many of the investments are privately placed or otherwise not traded on public securities exchanges. Voya IM employs a disciplined investment process with top-down macro themes analysis that also provides the context for their bottom up-security selection.

Functions as a College/University

Functions as a College/University

Bell generally invests client assets in no-load mutual funds and exchange-traded funds (ETFs) in accordance with their view that this approach offers clients both diversification and lower expenses.

Foundry Partners offers a variety of value strategies filling in multiple areas within the capitalization spectrum. While each strategy is distinct, they all seek time-tested low-multiple value characteristics and use fundamental analysis in their decision making.