Kevin Merry

Functions as a College/University

Simcoe is a long-term contrarian investor and seeks to avoid Wall Street’s latest fads. They seek to avoid “growth companies”, those trading at unsustainably high multiples, and “acquisitive companies” who destroy capital will be avoided. The firm typically maintains a three to five-year time horizon when considering investment opportunities and runs a concentrated portfolio. Simcoe seeks out newly public companies that have come public in non-traditional ways such as spin-offs and post-bankruptcy situations. Their Funds seeks to achieve their objective by investing in companies that possess one or more of the following characteristics: discretionary free cash flow, superior quality business, strong management, and low valuation.

NAM provides its services across a broad array of fixed income, equity and other investment strategies, including in the broad categories of municipal bonds, taxable fixed income, global and international, value, growth and core, public real assets, asset allocation, quantitative/enhanced, alternative and customized strategies. Depending on the strategy, the firm invests in a variety of securities and other investments, including in certain cases derivatives, and employs various methods of analysis and investment techniques.