Mary Brook

OFI focuses on delivering long-term results through active management and seeing opportunities where others may not. The firm’s methods of security analysis may include economic analysis, fundamental analysis, technical analysis, quantitative analysis and top-down analysis. OFI’s investment strategies may also be guided by (a) the investment objectives, policies, strategies, and restrictions set forth in an advisory or sub-advisory agreement, (b) any offering document or other governing document applicable to a client for whom OFI provides advisory services, and (c) applicable legal and regulatory requirements. OFI offers investment strategies in the following broad asset classes: equities, fixed income, alternatives and multi-asset. Equities include main street equity, small and mid cap growth equity, value and income equity, emerging markets equity and global equity. Fixed income has investment grade debt, high yield corporate debt, global debt, Rochester municipals, multi-sector fixed income and cash strategies. Alternatives asset class includes alternative strategies, real estate, gold and special minerals and global infrastructure securities.

Functions as a College/University

Provides auditing, financial advisory and tax consulting services

Provides social services

Provides health care services

Operates as a health-care insurance company

TIVIS Healthcare focuses on buyout and start-up ventures in the healthcare and sports sectors. They look for profitable companies that deliver services and have the ability to gain market share in fragmented industry segments that are prepared for consolidation. The firm has the ability to complete buyout transactions, launch new enterprises and oversee profitable growth. TIVIS looks for companies with quality management teams, sustainable business models, high growth potential, competitive advantages, obtainable capital requirements, opportunities to add value and appropriate exit strategies.

Volante Capital invests in companies located in the United States with an EBITDA of USD 5 - 25 million. The firm focuses on the healthcare sector. It provides financing to growth transactions.