Haruki Toyama

Barings? investment decisions across all asset classes incorporate a comprehensive analysis that uses or combines top-down and/or bottom-up approaches to investment analysis. The firm utilizes economic, fundamental, technical/cyclical, and quantitative analyses, along with a sound understanding of both macro drivers and micro considerations in its investment decision-making process and to manage risk. They invest in a variety of fixed income and financing instruments across various industries as well as credit qualities and maturities in North America, Europe, Latin America, Africa/Middle East, and the Asia-Pacific region. Barings manages portfolios of public equity securities and equity-related securities of issuers of all sizes. The firm has teams focused on three alternative investment sectors: Real Estate, Private Equity & Real Assets, and Funds & Co-Investments.

MFS Canada is an active, long-term investor which employs fundamental-based, research-driven investment approach. The firm offers a broad range of investments strategies such as equity, fixed income, blended research and specialty/multi-asset. All the firm's research is conducted by small teams which build model portfolios for Canadian equities, US equities, international equities, global equities, fixed-income and asset mix. The decisions of each of these groups are then implemented according to the investment objectives of each client.

MAM seeks to offer their clients investment strategies that deliver positive risk-adjusted returns while providing capital preservation.

MIA seeks to deliver positive risk-adjusted returns while providing capital preservation. The firm is a bottom-up stock-picker, focused on high-quality consistent growth companies trading at reasonable valuations. They aim to outperform the market indices through a market cycle while taking less risk. MIA employs a top-down investment process that focuses on capital preservation through active management of the following key fixed income risks: duration posture, yield curve positioning, industry/sector allocation, quality and security selection.

Functions as a College/University

Functions as a College/University

Toyama Capital Management invests primarily in publicly-traded securities. Their long-term objective is to exceed the returns of the S&P 500 index without taking on undue risk. Toyama's approach is to view the purchase of stock as fractional ownership in the underlying business enterprise. The firm employs fundamental research before making an investment and prefers to take concentrated, long-term positions in established companies.

Marcus Investments LLC focuses on investments in US companies. The firm focuses on media, entertainment and advertising , information services , food and related products , specialty finance and insurance, safety, wellness or health-related products or services, business services, senior living , real estate, energy, timber and other alternative asset classes, transportation and franchise-related opportunities. The firm invests in companies with revenues of USD 10 million to USD 150 million and EBITDA of USD 1 million to USD 15 million.

Provides investment advice