Tarik Adam

AAM is organized around nine investment style teams. While subscribing to a common overall investment philosophy of portfolio style diversification and a common top-down economic outlook, each team functions with an investment boutique orientation, supporting research, portfolio management and portfolio construction processes unique to its specialized investment style. Each investment style team consists of portfolio managers, analysts and administrative support personnel. There are seven equity investment style teams, reflecting the specializations of large/mid/small-cap growth, large/small-cap value, the S&P 500 index and international securities. Two fixed-income teams are organized around taxable and tax-exempt fixed-income management. The fixed income teams consist of specialists in treasury/agency, corporate, mortgage, asset backed and municipal securities, as well as a credit analysis staff. The fixed-income team supports the investment styles of aggregate, intermediate government/corporate, intermediate tax exempt, GNMA, 1-3 year government/corporate and short duration/liquidity securities.

Private investment company

FW Capital invests in both public and private middle-market companies located in the United States. The firm focuses on sectors such as healthcare, business services, energy, technology, consumer, and financial services. It participates in early, buyout, special situations, and growth equity. It also makes co-investments.

Functions as a College/University

Functions as a College/University

Peppertree Capital Management invests in companies located across the globe, primarily in the United States. The firm targets companies operating in the fields of telecommunication and digital infrastructure sectors. It provides financing for growth stage capital requirements.

LanderNorth firm provides asset management services to a variety of clients including trusts, foundations and endowments, Taft-Hartley plans, municipalities and high net-worth investors. The firm invests in small- and micro-cap public stocks. They apply private equity-like due diligence to small public companies that are substantially overlooked and undervalued by institutional investors. The investment team utilizes a bottom-up fundamental approach to valuation and employs a proprietary screening methodology along with external research to identify the most attractive investment opportunities. The firm utilizes a GARP style of investing and does not override core valuation modeling in favor of momentum. Their process begins with a universe of 4000 small-cap companies with market-cap up to $2 billion. Proprietary fundamental analysis is performed to narrow the list to 100 to 125 names, all of which are attractive relative to earnings and revenue growth, debt ratios and return on equity. Qualitative reviews focus on the company's business and the quality of its management team. LanderNorth does not invest in start-ups or turnarounds. Only companies that are industry leaders with proven performance records are considered for investment. The result of this qualitative analysis is a short list of 50 to 70 names suitable for investment. Finally, a proprietary valuation model is used to determine price targets based on a series of metrics. Companies are added to the portfolio only if the current price is attractive relative to these valuations. Valuations are not ignored in favor of sector diversification. To control risk, LanderNorth follows a well-defined sell discipline. They do not hesitate to lock in gains given certain valuation triggers. To control risk, LanderNorth adheres to a well-defined sell discipline. There is no hesitation to lock in gains as appropriate given certain valuation triggers. Changes in business fundamentals, industry or company specific management can result in a sales based on the investment teams on-going due diligence.