Lily Yu

Froley believes that convertible securities offer an opportunity to earn equity-like returns with substantially reduced risk. Their investment process begins with an evaluation of the economy and the current business cycle. Convertible portfolios are focused on market sectors where the firm perceives the outlook to be superior to that of the aggregate economy. Within industries considered to have the best prospects over the next six to twelve months, Froley uses its research resources to analyze the companies with convertibles outstanding. Once a company is identified as a potential investment candidate, the convertible security itself must pass their examination of credit quality, income level, investment bond value and equity participation potential. Investments are placed in companies that have competitive products, a strong balance sheet, good cash flows and an ability to grow earnings. Froley's internal research staff is composed exclusively of convertible specialists.

SSIIM invests primarily, but not exclusively, in equity, convertible and fixed income securities that are traded publicly in US and non US markets.

Functions as a College/University

Provides higher education services

SSI seeks to deliver better risk-adjusted returns for its clients, while focusing on safety, consistency, and preservation of capital. The firm invests principally, but not solely, in equity, convertible and fixed income securities that are traded publicly in US and non-US markets on behalf of its clients, but is authorized to enter into any type of investment transaction that it deems appropriate under the terms of the client’s partnership or other account agreements.