Jeff Helfrich

JHIUS offers US equity, global and international equity, fixed income, asset allocation and alternative investment strategies, including long-short portfolios. For their fundamental investment strategies, the firm seeks to add value versus benchmarks by actively pursuing alpha generation through their own intensive fundamental research. They utilize two complementary processes: a top-down macro analysis and a bottom-up risk/reward analysis.

PDM is a contrarian investor that utilizes a disciplined and repeatable investment process designed to be long-term oriented with low turnover. While they have a global focus, the firm implements their strategy through US-listed securities. Their strong sell discipline also serves as an important part of the firm’s risk management process. To produce the best possible after-tax return, PDM will sell to harvest losses when possible.

Independence Capital Asset Management invests primarily in the stocks of US companies in the consumer services, energy minerals and healthcare technology, electronic technology and finance sectors. The firm invests across all market-caps. Independence Capital Asset Partners maintains a high turnover rate.

Functions as a College/University

Perot Investments invests in companies located in the United States. The firm focuses on information technology and services sector. It provides financing for growth stage transactions.