Jason M. Recio

Atlanta Capital offers investment advisory services in a variety of equity, fixed income and mixed-asset strategies. The firm utilizes bottom-up research, emphasizing business fundamentals as the primary basis for their investment decision making process.

Globalt employs a quantitative, diversified growth investment approach that is combined with a structured fundamental overlay that seeks to deliver competitive returns while assuming a benchmark level of risk. The firm invests in market-leading companies that compete on a global basis and derive a significant amount of their revenues from outside the US. Globalt's strategies include: Large-Cap Growth, Mid-Cap Growth, Large-Cap Core, Equity Income, Fixed-Income and ETF Asset Allocation. The firm's investment process utilizes a consistent weighting scheme that considers a company's market-cap, portfolio representation within economic/industry sectors and overall risk control parameters versus the appropriate benchmark. They employ a proprietary database of over 1,000 US companies to determine the geographic source of the companies' international revenues. Globalt places emphasis on sector weights through which economic, capitalization, growth and p/e sector variances are controlled. In addition, the firm monitors the portfolio's valuation, beta (volatility) and interest rate and global GDP sensitivity. Security selection is the main driver of excess returns although additional alpha is achieved through style, capitalization and economic sector tilts that are implemented through quantitative, fundamental and technical inputs. Globalt's Large-Cap Opportunistic Growth strategy seeks to deliver consistently competitive returns versus the S&P 500 Index through investments in globally competitive US growth companies. The firm constructs diversified portfolios using quantitative, qualitative and technical analysis within a risk-controlled framework to add value versus the benchmark. The firm's Large-Cap Core Growth strategy was derived from their Large-Cap Opportunistic Growth strategy to meet the needs of private investors and smaller institutions. The strategy seeks to deliver consistently superior long-term investment results versus the S&P 500 Index. Globalt employs active portfolio management techniques on a year round basis to minimize the impact of taxes. Globalt's Mid-Cap Growth strategy seeks to deliver consistently competitive returns versus the Russell Midcap Index and the Russell Midcap Growth Index through investments in globally competitive US growth companies. The firm's Large-Cap Core strategy seeks to produce competitive returns versus the S&P 500 Index through investments in a blend of growth and value stocks. Globalt constructs diversified portfolios utilizing quantitative, fundamental and technical analysis within a risk controlled framework to add value versus the benchmark. Globalt's Equity Income strategy is suitable for investors seeking a higher level of income. The strategy seeks to deliver competitive returns versus the Dow Jones Select Dividend Index by focusing on investments in stocks with high dividend yields, above average dividend growth and reasonable payout ratios. Globalt employs a multi-disciplined approach within a risk controlled framework to add value versus the benchmark. Though not limited by sector, the firm tends to invest in the stocks of companies in the electronic technology, health technology and technology services sectors. They invest primarily in the stocks of large-cap companies. Globalt maintains a medium turnover rate.

Functions as a College/University

Herndon Capital Management (HCM) uses traditional bottom-up fundamental analysis to identify securities for inclusion in client portfolios. The firm attempts to measure the intrinsic value of a security by looking at economic and financial factors to determine if the company is underpriced or overpriced relative to the market. HCM employs both quantitative and qualitative screens to distinguish attractive, financially sound companies with strong management teams. The firm manages equity portfolios according to the following strategies: Large-Cap US Growth Equity, Large-Cap US Value Equity, Large-Cap US Core Equity, Large-Cap Core International Equity and Mid-Cap US Value Equity.

Invesco Real Estate invests in companies located across the globe. The firm targets companies operating in the fields of the real estate sector. It provides equity and debt financing for real estate transactions.