Ronald John Ulrich

Equinox's uses both quantitative and fundamental methods for selecting stocks. A proprietary multi-factor model combines valuation and market sentiment measures to identify potential purchase candidates within their universe. Undervalued stocks are initially identified by comparing each stock's fundamental valuation relative to its history and its peer group. Measures of market sentiment are then employed to time their purchase closer to the stock's inflection point. The fundamental research process involves analyzing each company's financial statements as well as interviewing company management. Equinox's research team expands on this process by questioning other sources of information such as a company's suppliers, competitors, industry consultants and university professors. Equinox focuses on large-cap US equities in several sectors including, but not limited to, finance, energy minerals and manufacturing. They maintain a high turnover.

MSIM’s investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. When considering their clients’ unique investment profiles, the firm applies a holistic approach, with a goal of incorporating the different factors affecting investors’ investment decisions. The firm combines top-down country allocation with bottom-up stock selection and disciplined risk management.

Functions as a College/University

Functions as a College/University

Provides live theatrical presentations

Breithorn Capital Management manages a long-only equity strategy though separate accounts and a Dublin-based UCITS fund, and a long/short equity strategy though the Breithorn Long/Short Fund, a liquid alternative mutual fund. Both strategies employ a value approach and are primarily focused on the U.S. equity market.