Jim Morrow

FMR invests in securities of companies engaged in a variety of economic sectors and industries that are domiciled in the US and outside the US (in developed, emerging and frontier markets); in stocks with growth or value characteristics; and in companies with market capitalizations of all sizes. The firm invests across different asset classes, market sectors, maturities, and regions.

Provides commercial banking services

Functions as a College/University

Functions as a College/University

FIAM utilizes a variety of methods of security analysis to select investments, including fundamental, quantitative, technical and macro-economic analysis in managing client accounts. The firm's global research resources include seasoned, sector-focused fundamental analysts covering industry sectors across the US and global markets as well as quantitative and technical portfolio managers and analysts.

Callodine Capital manages long/short and long-only investment strategies that targets the dividend paying equity universe. They invest in cash-generative companies across a diverse set of industries including specialty income niches like Business Development Companies (BDCs), Master Limited Partnerships (MLPs), Real Estate Investment Trust (REITs), and special situations like Mergers & Acquisitions (M&A), spin-offs, convertibles, preferreds, and high yield. The firm utilizes bottom-up (individual company analysis) and top-down (macro-economic and market projected strategy selection) in its analysis.

Operates as a blank check company

Callodine Group invests in companies located in the United States. The firm focusses on a broad range of sectors and industries. It participates in buyout stage capital requirements.