Darryl D. Avery

Dimensional manages equity and fixed income securities based on fundamental analysis with limited technical analysis. In constructing an equity investment portfolio, the firm generally identifies a broadly diversified universe of eligible securities with defined risk and return characteristics. For fixed-income investment portfolios, Dimensional generally identifies a broadly diversified universe of eligible securities with defined maturity ranges and credit quality characteristics.

Payden & Rygel employs active management of fixed income and equity portfolios, through domestic and international solutions. Their strategies are customized based on each client's objectives, but fall into four broad categories: fixed income, equity, absolute return, and balanced. Strategies can be employed using customized separate accounts, our US mutual funds, or Dublin-based UCITS funds.

Functions as a College/University

MWAM is a value investment manager that focuses on preserving capital for their clients, while extracting value utilizing deep, fundamental, bottom-up research and analysis. They employ quantitative research that is driven by a number of powerful and dynamic proprietary models that aid in the analysis of fixed income securities. The firm specializes in traditional fixed income management of low duration, intermediate fixed income and total return portfolios, but they also offer a variety of more focused strategies and products. Their integrated top-down and bottom-up investment process emphasize global and multi-sector diversification to generate attractive risk-adjusted returns from income and capital appreciation.