Cathy Burdick

Nicholas-Applegate Capital Management employs a forward-thinking, change-focused investment philosophy to create domestic and international portfolios across fundamental and systematic equity, income and growth strategies. The firm's investment approach seeks to identify points of inflection that could lead to strong price appreciation and to invest in a timely manner to maximize return potential. The firm's range of investment strategies include domestic, global, international and specialty portfolios. Each portfolio follows one of two approaches: traditional or model-driven (systematic). Nicholas-Applegate tends to invest in the stocks of companies in the electronic technology, health technology, technology services, consumer non-durables and finance sectors. The firm invests globally, across all market-caps. Nicholas-Applegate maintains a medium turnover rate.

Freeman Investment Management Co.'s investment approach is based on the idea that low volatility stocks offer higher risk-adjusted returns. The firm believes that while most of the equity market, as defined by the Russell 3000 Index, is efficiently priced, about one-third of it is not. They believe that investors are rarely, if ever, adequately compensated for the risk accompanying the most volatile stocks. The firm offers market beta, alternative beta and zero beta strategies. Their market beta strategies include: Large-Cap Core, Large-Cap Core Value and Large-Cap Value. Freeman's Alternative Beta strategies include: Efficient Value and Small-Cap Efficient Value. The firm's Zero Beta strategy is referred to as Fair Value. The firm's flagship market beta strategies, Large-Cap Core and Large-Cap Core Value, are benchmarked against the S&P 500 index and maintain a value bias while seeking to outperform the Russell 1000 without style restrictions. Their Large-Cap Value market beta strategy employs a pure value investment approach that is benchmarked against the Russell 1000. Freeman's Alternative Beta Efficient Value strategy invests in a portfolio of the most stable and fundamentally attractive stocks with low volatility/downside risk that offer much more compelling risk -adjusted returns than the benchmark. Their Alternative Beta Small-Cap Efficient Value strategy seeks to add value while simultaneously reducing exposure to uncompensated total volatility. Freeman's Zero Beta Fair Value investment strategy is a deep value, low beta strategy that seeks to capitalize on the respectively high and low risk-adjusted returns to low and high volatility stocks. Though not limited by sector, the firm tends to invest in the stocks of US companies in the finance, consumer non-durables and health technology sectors. Freeman invests across all market-caps. They maintain a high turnover rate.

Harlingwood Capital Management offers two primary investment strategies: long/short US equity hedge and small-cap growth. Their long/short US equity hedge strategy is absolute return driven, investing across all US market-cap segments. They focus on strong growth companies on the long side and companies experiencing deteriorating fundamentals on the short side. The small-cap growth strategy is invested with the objective of long-term growth of capital. Small- and micro-cap equities are selected from a universe of high growth US companies. At time of annual benchmark reconstruction, purchase ceilings are set for this universe by matching to the largest (market capitalization) company in the Russell 2000 Growth index. They tend to focus on the technology services, commercials services and health technology sectors. Harlingwood maintains a medium turnover rate.

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