Thomas Ulrich

Functions as a College/University

InView offers a Global Multi-Asset Portfolio, a Global Absolute Return Portfolio, and a US Small Value Portfolio. The Global Multi-Asset Portfolio is a strategy that considers investments in all investable asset classes in the world through asset allocation of client capital in proportions appropriate to clients’ risk tolerance and financial objectives. Global Absolute Return Portfolio is an actively managed strategy that meets that portion of a client’s wealth dedicated to capital appreciation over a long investment horizon. The US Small Value Portfolio is an actively managed strategy comprised generally of US securities whose portfolio weighted market capitalization is generally $5 billion or less.

Operates as a holding company with interest in providing asset management services

Altegris seeks to minimize investor risk while maximizing potential returns. The firm follows a disciplined process for identifying, evaluating, selecting, and monitoring investment talent across a spectrum of alternative strategies, including managed futures, global macro, long/short equity, event-driven, and others. The Investment Committee generally (i) performs an ongoing top-down strategy review to determine any potential opportunities for the lineup of strategies recommended by, or allocated to, by the firm and (ii) directs the Altegris’ research team as to a bottom-up approach to identify potential managers or strategies that may meet their performance objectives and investment strategy themes.

Acts as Closed-End Investment Fund/Investment Trust

Geneva Advisors utilizes a proprietary valuation model that they have developed over the years and that they combine with their own analysts and portfolio managers input to arrive at a basket of equities for each of their investment strategies. The valuation model closely tracks the financial performance of more than 10,000 companies. Geneva monitors each company using a detailed computer analysis of fundamentals, such as earning per share, cash flow, future earnings estimates, quarterly growth comparisons and return on invested capital. The firm's portfolio managers use the model to screen for fundamental changes in a company’s operations. The model examines company valuations relative to company fundamentals, comparable companies, historic levels, and overall market. Geneva's equity strategies include: All Cap Growth, Large Cap Growth, Mid Cap Growth, Small-Mid Cap Growth, Small Cap Opportunities, Equity Income, Emerging Markets Equity Composite, Emerging Markets Equity Composite-ADRs, Emerging Markets Equity Wrap Composite, Equity Income/Tax Easy Strategy, International Equity Income, International Growth, International Small Cap Equity Composite, MLPs, Natural Resources, Geneva Focused Growth & Income, and Global Equity Income. Their fixed income strategies include: Tax-Exempt Municipal Bond, Intermediate Bond, and Total Return Fixed Income.^

Functions as a College/University