Joel Shulman

Weston Capital Management (WCM) employs fundamental and technical analysis when evaluating companies for purchase or sale. Concurrent with their fundamental analysis of any given security, they look at the overall condition of the equity markets and of the general economic environment. This includes examining trends in a wide range of areas such as interest rates, consumer spending and government fiscal policy. As events influence WCM's overall market outlook, their allocation to equities is affected. The firm also reviews a spectrum of Wall Street research in their fundamental analysis. By overlaying technical analysis on fundamental analysis, they develop a more complete picture of a stock's prospects. All trading in a given stock cumulatively registers on the charts and provides significant clues to the direction of a company's share price. Though not limited by sector, WCM tends to invest in the stocks of companies in the energy minerals, non-energy minerals and health technology sectors. The firm invests primarily in the stocks of large-cap companies in the US and Canada. WCM maintains a very low turnover rate. In addition to generating current income for clients, WCM employs fixed-income instruments in the pursuit of capital gains; this occurs by locking up a high level of income in an environment of falling interest rates. In addition, they make use of bonds when capital preservation is of paramount importance. WCM employs a variety of securities in their fixed-income strategies. These include US government bonds, tax-free municipal bonds, corporate bonds and closed-end bond funds. As with equities, they employ fundamental and technical analysis when evaluating fixed-income securities for purchase or sale.

Functions as a College/University

Functions as a College/University

ERShares invests in global, publicly traded, entrepreneurial companies through their ETFs and Mutual Funds. The firm focuses on entrepreneurial and disruptive investment strategies that meet the thresholds embedded in the proprietary Entrepreneur Factor® (EF). The ERShares proprietary investment model, powered by Artificial Intelligence and Thematic Research, delivers value to investors by identifying the most entrepreneurial publicly-traded companies that are run by leaders producing innovations that shape the future and drive wealth-creation.

Seaport’s Fund seeks investment results that exceed the performance, before fees and expenses, of the MSCI World Index, through active principles-based securities selection. The Strategy mainly invests in equity securities of global companies with market capitalizations that are above $300 million at the time of initial purchase and possess entrepreneurial characteristics, as determined by the portfolio manager distributing the funds. Equity securities include common stocks, preferred stocks, convertible preferred stocks, warrants, options and American Depository Receipts.

Capital Impact invests money primarily in accordance with the separate strategies the firm has developed and is willing to customize investments and portfolios to the needs and desires of an individual client.

Operates as a blank check company