Massimo Marola

TAMRO Capital Partners specializes in the management of core equities. The firm offers three investment strategies: US Small Cap, International Small Cap and US Diversified Equity. They employ an opportunistic, bottom-up investment process designed to produce superior performance regardless of the market environment and popular investment trends. TAMRO's objective is to outperform the market over a full investment cycle. The firm's investment philosophy is characterized by three main tenants. TAMRO invests in companies that possess a sustainable competitive advantage. They widen the scope of opportunistic investing by focusing on "leaders, laggards and innovators," rather than just growth or value. Typically, each new position must have at least a 3:1 upside-reward to downside-risk ratio, as calculated by TAMRO using various valuation metrics. TAMRO's bottom-up research effort results in domestic portfolios of around 50-70 equity securities representing their best investment ideas. To ensure diversification, limits are set for how much TAMRO can overweight or underweight industry sectors versus the benchmark. Average domestic position sizes are 1.5%-2% of the portfolio. TAMRO's International Small Cap strategy typically holds 40-60 publicly listed stocks of companies based outside the US and may hold up to 40% in emerging markets. Average international position sizes are 1.5%-2.5% of the portfolio. TAMRO’s Diversified Equity strategy is an opportunistic core strategy holding primarily large cap stocks, with the ability to make select investments in small- to mid-sized stocks.

Provides energy related services

Riggs manages large- and small-cap portfolios in a core style. Their large-cap portfolios managed to compare with the S&P 500 index. The Riggs small-cap portfolios are managed to compare with the Russell 2000 index. The firm strives to avoid the large swings in the fortunes of more specific styles that may move in and out of favor in the market. Riggs also offers bond and cash management. Their quantitative approach is focused on preservation of capital in periods of market volatility and yield enhancement in periods of relative market stability.