Jeffrey Kalicka

Functions as a College/University

Aria Partners Group provides fundamental analytical research and invests primarily in US equities, special situations and distressed securities.

Highmount Capital employs a hybrid investment strategy to leverage both their own expertise and that of others. Internally, Highmount actively manages US large-cap core equities, global large-cap equities, as well as US and non-dollar fixed-income portfolios. In addition, the firm may recommend and allocate assets to top-tier third party advisors (TPA) across a broad spectrum of asset classes, including, but not limited to, US and global micro, small-, mid- and large-cap stocks, hedge funds, and private equity, and in certain cases they have the discretion to hire and fire TPAs and/or reallocate assets amongst TPAs on a discretionary basis. Depending upon the size of each account, Highmount Capital accesses these managers through separate accounts, pooled partnerships, mutual funds, and ETFs. In providing investment management services, the firm may utilize recommendations based on model portfolios developed by advisors which they have engaged.

Mangrove aims to generate positive returns from both long and short investments as opposed to employing a relative value or market hedging strategy. Their investment process involves in-depth analysis and valuation work at the company level while being cognizant of underlying industry dynamics. The firm employs a rigorous risk management discipline focused on taking intentional and defined risks at the position, industry, and portfolio level. Mangrove is an activist firm and is included in the SharkWatch50 as one of the 50 most prominent and impactful activist investors.