Eswar C. Menon

Loomis Sayles bases their overall investment approach on the premise that their disciplined, research-based investment strategies can identify market inefficiencies that can lead to consistent outperformance of benchmarks. The firm's fixed-income research team seeks to identify attractive securities and assign ratings to various issues. Their equity investment approach is based on their belief that equity markets are inefficient. Loomis Sayles employs an intensive bottom-up investment analysis with the goal of delivering superior risk adjusted performance.

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.

WHV Investments' investment strategies include Global Equity, International Equity and Small Cap Equity. The firm believes clients can benefit from a focused, consistent and repeatable approach to investment management across all asset classes. They seek to build high conviction portfolios from their best ideas and make investment decisions based on a long-term horizon that supports the goals of each client. WHV employs a Growth at a Reasonable Price (GARP) approach to domestic equity investment management. Their international and global equity strategies utilize a growth-oriented, top-down sector allocation approach. WHV's security analysis methods include fundamental, technical, and cyclical analysis. They primarily invest for relatively long time horizons, often for a year or more. Their strategies do not involve frequent trading of securities. However, market developments may lead them to buy or sell securities more quickly. WHV doesn't invest in IPOs or private placements, nor do they engage in short selling or option writing.

Geneva Advisors utilizes a proprietary valuation model that they have developed over the years and that they combine with their own analysts and portfolio managers input to arrive at a basket of equities for each of their investment strategies. The valuation model closely tracks the financial performance of more than 10,000 companies. Geneva monitors each company using a detailed computer analysis of fundamentals, such as earning per share, cash flow, future earnings estimates, quarterly growth comparisons and return on invested capital. The firm's portfolio managers use the model to screen for fundamental changes in a company’s operations. The model examines company valuations relative to company fundamentals, comparable companies, historic levels, and overall market. Geneva's equity strategies include: All Cap Growth, Large Cap Growth, Mid Cap Growth, Small-Mid Cap Growth, Small Cap Opportunities, Equity Income, Emerging Markets Equity Composite, Emerging Markets Equity Composite-ADRs, Emerging Markets Equity Wrap Composite, Equity Income/Tax Easy Strategy, International Equity Income, International Growth, International Small Cap Equity Composite, MLPs, Natural Resources, Geneva Focused Growth & Income, and Global Equity Income. Their fixed income strategies include: Tax-Exempt Municipal Bond, Intermediate Bond, and Total Return Fixed Income.^

Functions as a College/University

Functions as a College/University

Functions as a College/University

Denahi Global invests long and short primarily in Asian equities.

GCA has a core focus on venture capital and private equity investment products.