David Erickson

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.

PNC-IM provides access to ETFs and mutual funds, separately managed accounts and advanced investment solutions, as well as individual debt and equity securities.

Provides non-profit healthcare services

Functions as a College/University

UW Foundation raises, invests and distributes funds for the benefit of UW–Madison. Each year, the Foundation transfers gift and investment income to UW–Madison. These funds support campus priorities, including scholarships, building projects, research efforts, and the initiatives of specific schools, colleges, and programs.

AIM is an active manager that uses diversification across asset classes to produce either a desired rate of return at a lower level of risk or a higher return for a given level of risk. The firm develops a strategy of hedging during good times and buying assets when times are tough. They aim to build client portfolios that seek to preserve capital in negative markets even if it means underperforming on a relative basis in very positive markets.