John K. Chisholm

The Boston Company Asset Management (TBCAM) offers both traditional and alternative equity investment products that encompass a variety of US, non-US and global strategies. The firm provides investment advice for the following types of strategies: US domestic equity, balanced, non-US equity, emerging markets equity and long/short equity. Portfolios generally are composed of individual securities. TBCAM seeks consistent delivery of alpha across a broad range of investment strategies. They are committed to a value-oriented, research-driven and risk-aware investment approach. TBCAM seeks to identify attractive stocks through rigorous quantitative and fundamental analyses blended with analysis of current business momentum and places controls on sector selection and, if applicable, country selection. Short sales and similar strategies are considered part of their overall investment strategy; however, they are not used across the account base in the management of account assets. The firm may use these strategies for certain accounts consistent with the client's guidelines, objectives, and restrictions.

MFS focuses on identifying businesses with durable, long-term value through their active investment platform. The firm uses various methods to evaluate securities, including fundamental analysis and quantitative analysis.

Fortis Investment Management's product offerings include investments in equities, fixed-income, currencies, structured finance and alternatives. The firm manages equity portfolios across a range of market-caps and regions using a variety of investment styles. Their fixed-income and currencies investment center manages specialized strategies including credit, duration and currency overlay offered as aggregate and absolute return portfolios. Fortis Investments Management's structured finance group manages a variety of structured fixed-income investment solutions. The firm's alternative investments include a number of investment centers that manage individual alpha strategies, such as sustainable and socially responsible investments and convertible bonds. Though not limited by sector, Fortis Investment Management tends to invest globally, primarily in the stocks of mid-cap and large-cap companies in the finance, electronic technology, health technology sectors, energy minerals and non-energy minerals sectors. The firm maintains a medium turnover rate.

Functions as a College/University

Functions as a College/University

Hermes Fund Managers North America (HFM) seeks to maximize risk-adjusted returns from the broadest possible equity investment universe. The firm employs a disciplined, repeatable investment process that balances high-conviction global stock selection with well-structured risk management. They conduct fundamental bottom-up research to identify attractive investment opportunities globally. HFM seeks to invest in companies that are generating superior free cash flow, earnings and/or revenue growth that can be expected to outperform their industry peers over the long-term. They construct concentrated portfolios that can maximize the expected returns for a given risk level. HFM builds alpha-generating global equity portfolios such that stock-specific risks are controlled and performance is driven by their assessment of growth. Portfolios are typically comprised of the 50 stocks that represent HFM's best ideas and balance high-conviction with disciplined risk control. The firm is an active manager that focuses on stock selection seeks to optimize their clients' risk-adjusted returns. Their goal is to outperform the MSCI All Country World Index by 3% to 5% while running a target tracking error of 4% to 8% over 3-year rolling periods from an actively managed portfolio of approximately 50 global mid- to large-cap stocks. HFM's stock selection process begins with a global investable universe of approximately 2500 stocks which are screened at the sector level. This screening considers industry analysis, fundamental analysis and cross-border analysis and results in the identification of approximately 250 potential global sector investments. The firm then evaluates those companies' growth drivers, valuations and risk factors. Their risk modeling process focuses on alignment of risk and conviction and an assessment of risk budgeting. The result is the Hermes Global Equity Select Portfolio which consists of approximately 50 global stocks and seeks to that seeks to maintain both relative sector and region neutrality.