Glenn Thomas Migliozzi

Columbia Management Advisors invests in the US public equity and debt markets. They focus on growth and value stocks of small-cap, mid-cap, and large-cap companies selected on the basis of a top-down approach and thematic and fundamental analysis with a bottom-up stock picking approach to create their equity portfolio mix. The firm benchmarks the performance of its equity portfolios against the S&P 500 Index. Columbia Management Advisors invests in short-term, intermediate-term, and long-term high-quality debt instruments including treasuries, mortgage-backed securities, municipal bonds, agency bonds and asset backed securities to create their debt portfolio mix. The firm uses a combination of their equity and debt strategies to manage balanced portfolios and benchmarks performance against the S&P 500 Index and Lehman Aggregate Index. Though not limited by sector, the firm tends to invests in the stocks of large-cap companies in the technology, energy minerals and consumer non-durables sectors. They maintain a low turnover rate.

Operates as bank holding company which provides custody, accounting, fund administration and investment management services

Provides investment management services

Functions as a College/University

Functions as a College/University

Offers weekly community supper programs and pantries in Concord and Maynard

Provides health care insurance products

Green Eagle Capital constructs short positions primarily through the use of credit default swaps (CDS) pertaining to single underlying issuers. From time to time, other instruments pertaining to indices or baskets of multiple issuers are utilized. When appropriate, diversified and/ or short maturity positions are used to construct long portfolio exposures. The portfolios credit quality and overall exposure to spread movements in the credit markets is adjusted based on the firm's view of the relative attractiveness and overall yield carry afforded by the credit markets. Long positions may be utilized to provide some offsetting yield carry to mitigate the yield give up associated with the portfolios short positions while minimizing the portfolios exposure to significant idiosyncratic downside risks. The strategy generally seeks to generate returns by security selection and the overall risk profile of the short positions.