Ryan Cummins

Fir Tree uses a value approach to investing, generally with a focus on long-term capital appreciation. The firm invests worldwide in public and private companies, real estate across a wide variety of sectors and securities, and sovereign debt. They focus on investments in mispriced publicly traded securities and employ a number of investment approaches including a long-term orientation, opportunistic capital funding and portfolio concentration. Fir Tree follows a Positive Activism® approach in creating, not just identifying, value.

Provides brokerage services

Functions as a College/University

Cliffwater conducts its own research for the purposes of portfolio construction, investment selection and asset allocation. Portfolio construction and asset allocation recommendations are based on internal capital markets research and on analyses performed using proprietary models. Investment selection is based on internal asset class and sector research, as well as due diligence from an investment and operational standpoint on investment managers and their investment products and vehicles.

Wildermuth Advisory aims to increase the potential for long-term growth while reducing near-term volatility through utilizing upper-tier traditional and non-traditional investments. The firm manages individual equities with a focus on value, growth, and blend as well as large-, mid-, and small-cap. In most circumstances, they employ fundamental research to select individual securities domestically and abroad. Wildermuth Advisory also provides fixed income management emphasizing diversification across different sectors, international opportunities, duration, and investment vehicles including individual bonds and ETFs.