Courtney Fandrick

PanAgora seeks to deliver attractive, risk-adjusted returns on behalf of their clients. The firm utilizes broad investment capabilities across global regions, risk levels, and asset classes including risk efficient, multi alpha, absolute return and active equity strategies. Buy and sell decisions are based on the rigorous implementation of the models’ recommended allocations. Individual portfolios are adjusted for the client’s return objective, risk tolerance and investment guidelines.

Functions as a closed-end investment fund or Investment trust

Acts as Closed-End Investment Fund/Investment Trust

Bridgewater structures portfolios in a manner designed to produce consistent and uncorrelated returns. The firm believes investors can improve their portfolios’ overall results by separately creating a well-diversified beta portfolio that is balanced against environmental biases and calibrated to one's targeted returns, and a well-diversified alpha portfolio that reduces systematic biases (and is calibrated to one's targeted returns).

Functions as a College/University

Functions as a College/University

Eagle Point primarily aims to generate high current income or to maximize total returns and may also secondarily seek capital appreciation. The objective of their investment process is to source, evaluate and execute investments in CLOs, Portfolio Debt Securities and other credit investments that we believe have the potential to outperform their respective markets generally. The firm believes their process is more akin to a private equity style investment approach than to the typical process used by many investors in freely tradable fixed income-type securities, such as CLO equity and debt.

Operates as a non-classified establishments

Provides investment advisory services