Andrea M. Bici

SIMNA manages assets for domestic and foreign clients in strategies focusing on US equity and US fixed income securities, including US tax-exempt securities. The firm also markets strategies focusing on non-US equity and fixed income securities, as well as multi asset, quantitative and alternative strategies.

Provides brokerage services

UBS O'Connor combines strategies with the goal of creating a diverse stream of returns relatively uncorrelated to major asset classes. The firm’s shift capital and risk dynamically across strategies to seek market investment opportunities. Their approach is rooted in relative value investing and state-of-the-art risk management capabilities, through which they strive to provide investors with attractive, risk-adjusted absolute return potential.

CBIM uses bottom-up stock driven, fundamental analysis in their investment, research structure and processes. The firm invests in the long term to capture equity growth, but only when high-quality opportunities are identified at sensible valuations. Their investment team members have dual roles as portfolio managers and analysts and every member of the team has specific research responsibilities. They combine external data with internal research without adhering to any particular management style to identify positive change at the global, regional and sector level.