Julie Gerend

Securian AM believes a bottom-up, fundamental research process and focus on preservation of capital are the most effective ways to create the foundation for consistent, reliable and long-term results. The foundation of the methods of analysis for the firm strategies is based on proprietary research generated by our internal research team.

Peregrine offers three primary styles: Small-Cap Growth, Small-Cap Value and Large-Cap Growth which support seven related investment strategies. The firm’s investment styles invest primarily in US equity securities traded on US exchanges. Investments may include American Depository Receipts (ADRs) for access to foreign investments and ETFs used for cash management purposes. All investment styles have research-intensive, company-specific approaches to stock selection.

M&I Investment Management Corp. offers a variety stock, bond and money market fund options. They invest across the risk/reward spectrum and use a variety of asset allocation strategies. M&I manages risk by avoiding concentrations in a single stock or sector and emphasizes long-term results across all market cycles. In general, M&I tends to invest in the stocks of US companies in the electronic technology, finance, energy minerals, technology services and producer manufacturing sectors. The firm invests across all market-caps with emphasis on the stocks of large-cap companies. M&I maintains a low turnover rate. M&I uses a disciplined fixed-income investment approach that seeks to capture excess returns. The firm evaluates the risk-return characteristics of individual securities in a wide range of sectors and manages risk through diversification and ongoing credit analysis. Their investment process involves the evaluation of sectors offering the greatest opportunity given the economic climate and the selection of securities based on current and historical spread relationships. Duration is managed relative to market benchmarks and trends in interest rates. They seek to identify the optimal positioning along the yield curve and to manage portfolios based on their assessment of current and anticipated changes in interest rates.

Blue Rock Advisors specializes in the low net exposure, long/short, market-neutral equity (LSMNE) style of hedged portfolios. The firm tracks and maintains opinions on their entire universe of LSMN portfolio managers (approximately 375). Each fund utilizes a fund-of-funds or multi-manager investment strategy pursuant to which the funds' capital is allocated among a selected group of private investment funds that are managed by portfolio managers. Blue Rock allocates the assets of each fund to portfolio managers of differing styles or industry specialization with the objective of reducing individual manager risk. Blue Rock's LSMN strategies seek to neutralize the risk of fluctuations in the equity markets by constructing two diversified portfolios of equity securities, one comprised of long positions in stocks believed to be undervalued, and the other comprised of short positions in stocks believed to be overvalued. By sacrificing some potential returns in order to establish a low net exposure to market direction risk, the LSMN strategy attempts to limit risk and consistently produce positive returns.

National commercial bank

Functions as a College/University

Functions as a College/University

Provides life insurance, investment and retirement solutions