Mark Algren Anderson

Renaissance seeks to deliver competitive long-term performance across a variety of asset classes and strategies. The foundation of their investment process is a method of blending proprietary quantitative models with qualitative research to build a portfolio of securities for each strategy that exhibits both good growth characteristics and reasonable valuations. The firm specializes in domestic equity, international equity, REIT, balanced, asset allocation and fixed income strategies across all market capitalization ranges.

Gratry & Co. employs a growth investment strategy that seeks to invest in companies that demonstrate the greatest potential for growth over a 3- to 5-year period and are trading at reasonable prices. The firm utilizes an active, fundamental investment process with the objective of producing superior, long-term, risk-adjusted returns. Portfolios are well-diversified across countries and economic sectors. Gratry & Co. uses a top-down country selection that is combined with a bottom-up security selection process. Their security selection process focuses on 3 main characteristics: (1) growth orientation (2) high quality and (3) reasonable valuations. They tend to invest in the stocks of companies in the finance, consumer non-durables, producer manufacturing and energy sectors. Gratry & Co. invests globally, primarily in the stocks of large-cap companies. The firm maintains a low turnover rate. Gratry & Co. seeks to purchase the securities of growth-oriented companies that meet the firm's quality and valuation criteria. Portfolios typically hold 35 to 40 stocks at any given time. Securities will be sold when: (1) company fundamentals deteriorate (2) management teams deviate from stated objectives and/or (3) share prices become overvalued. Gratry & Co.'s investment strategies include: (1) international equity (2) international growth equity (3) global equity (4) global growth equity and (5) international ETFs. All strategies are available in separate account formats. The firm's international growth equity strategy is also available as a collective investment fund through Pinnacle Financial Partners, for which the firm serves as the sub-advisor. Gratry & Co.'s international equity strategy focuses on investments in the stocks of large-cap companies in developed markets outside the US. The firm's international growth equity strategy is suitable for investors that seek portfolio diversification into both developed and emerging markets outside the US. Portfolios are constructed by selecting names from the firm's developed market large-cap universe and complementing them with several of the world's most established companies in emerging markets. The maximum exposure to emerging markets in this strategy is 25% of the portfolio value. Gratry & Co.'s global equity strategy invests in the stocks of large-cap companies in developed markets around the world, including the US. Portfolios are constructed by selecting from the firm's developed market large-cap universe and complementing them with several of the world's most established companies in emerging markets. The maximum portfolio exposure to emerging markets in this strategy is 25% of the portfolio value. Gratry & Co.'s international ETF strategy is implemented through the use of country/regional ETFs. The strategy is based on top-down macro economic analysis and active country selection. Investments are made in both developed and emerging markets. Portfolios are broadly diversified across countries and typically hold 15 to 20 ETF positions.

Confluences’ investment philosophy is based upon independent, fundamental research that integrates evaluation of market cycles, macroeconomics and geopolitical analysis with their value-driven, company-specific approach. The firm’s investment process utilizes a top-down approach to identify investable sectors, coupled with bottom-up, security selection.

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