Britt Joyce

Lombardia Capital Partners (LCP) specializes in investments in U.S. and and non-U.S. value equities. The firm's suite of domestic small-cap and international equity products offers a broad range of diverse investment opportunities. LCP's investment strategies include: Small-Cap Value, Small-Cap Core Equity, and International Value Equity. LCP's Small-Cap Value Portfolio seeks capital appreciation through a value-focused investment process. It is an actively managed, diversified portfolio of stocks of small-cap companies. The strategy seeks to outperform the Russell 2000 Value Index over 300 basis points per annum. The portfolio usually holds 85 to 100 core positions diversified across various industry sectors. The firm's Small-Cap Core Portfolio seeks capital appreciation through a value-focused investment process. It is an actively managed, diversified portfolio of stocks of small-cap companies. The strategy seeks to outperform the Russell 2000 Index over 300 basis points per annum. The portfolio usually holds 70 to 85 core positions diversified across various industry sectors. LCP's International Equity Value Portfolio seeks capital appreciation through a value-focused investment process. It is an actively managed, diversified portfolio of non-U.S. stocks with an investable universe, at the time of purchase, of companies with a U.S. dollar equivalent market-cap greater than $1 billion. The strategy utilizes a Graham & Dodd approach to investing.

PPCM utilizes an active, bottom-up investment process and seeks to build broadly diversified, low turnover, risk-managed portfolios that will generate consistent excess returns over time. The firm uses quantitative multi-factor valuation screening models to evaluate stock prices relative to company financial metrics and generates a valuation ranking for each stock in the universe. Since not all factors add value all the time, combining them into a portfolio of diversified factors contributes to more consistent excess return. PPCM uses the same factors, but with different weights, across the four different screening models for institutional equity products: Large-Cap Growth, Mid-Cap Growth, Small-Cap Growth, and Large-Cap Value.

Dalton is a disciplined, opportunistic global investment management firm with expertise in Asia, emerging markets, and global equities. The firm believes in companies with strong fundamentals that offer strong upside with a substantial margin of safety. Their investment philosophy has valued insight and agility as their investment professionals seek opportunity in an ever-changing global market environment. The depth of their research, combined with experience and stringent risk management, enables Dalton to seize attractive investment opportunities when they appear and to walk away when an investment is no longer attractive.

Functions as a College/University

Regatta Capital Group invests in companies located in the United States. The firm focuses on a broad range of sectors. It participates in seed and secondary transactions.

Functions as a College/University