Cooper Abbott

CLIM is a value-based manager which seeks to provide long-term capital growth through active management, primarily via closed-end funds. The philosophy and process for implementation of each strategy remains broadly similar across all vehicles, differentiated by benchmark and individual account guidelines. The firm’s macroeconomic team collects relevant economic data on developed, emerging and frontier markets comprising their investment universe as well as data on equity, fixed income and alternative asset classes such as commodities. They utilize a bottom-up stock selection approach. CLIM is an activist firm and is included in the SharkWatch50 as one of the 50 most prominent and impactful activist investors.

Operates as an asset management group

Functions as a College/University

Matthews Asia employs an active, bottom-up and fundamental investment philosophy, with a focus on long-term investment performance. The firm invests primarily in companies located in or with substantial ties to, and in securities issued by the governments of, the Asia Pacific region. Their long-term, bottom-up, benchmark-agnostic approach results in portfolios characterized by low turnover, high active share, and significant exposure to business models that are oriented towards domestic demand growth within Asia Pacific and emerging market economies.

Provides investment & financial services

Functions as a College/University

CTA generally delegates investment discretion to affiliated investment advisers and portfolio managers who they believe have the skills required to construct portfolios that deliver strong risk-adjusted returns over the long-term. The firm will select affiliated advisers to invest the assets in accordance with the Mutual Funds’ investment objective and strategies. Each affiliated adviser is responsible for the investment decisions made on behalf of its respective fund.

Pooled investment fund