James Fernandes

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.

Independence follows a multi-dimensional investment process applying fundamental research and quantitative modeling to create return predictions. In fundamental research, analysts determine how economic and competitive forces are likely to shape the prospects for each of the companies in their investment universe. The analysts interview the management of these companies, as well as suppliers, customers, competitors and other industry experts. Quantitative research is then used to translate these fundamental insights into computer-based methods for stock selection. Independence's investment philosophy and process seeks to minimize style and sector biases.

AllianzGI US manages client portfolios (directly or through model delivery and wrap fee programs) using traditional and systematic processes across various investment strategies. The firm offers an array of US equity strategies that vary across style and market-cap ranges. Their high yield bond and convertibles strategies employ a fundamental bottom-up process that seeks the early identification of high yield issuers that exhibit the potential for improving fundamental characteristics. AllianzGI US employs rigorous fundamental research and capital structure analysis to construct portfolios that consist of the best companies from a risk/return standpoint. They also offer alternative investment strategies that are designed to achieve absolute return, alpha enhancement and beta hedging.

Kopernik implements their global investment strategies through an active, fundamentals-based, value-oriented process. Their investment discipline seeks to identify potential investments that trade at significant discounts to their intrinsic value. For investment strategies that permit short positions, the firm will short securities of companies that they believe are overvalued by the market, with an emphasis on securities selling at significant premiums to their intrinsic values. Their security selection process is driven by bottom-up fundamental research and is distinguished by industry specialization and fundamental analysis.

Vinik Asset Management follows a momentum strategy, buying stocks showing strong upward movement. They take large stakes in companies not based on research or fundamentals but on trading strategies.