Nancy Curtin

Baring North America's (BNA) investment approach focuses on identifying favorable earnings surprise and valuation characteristics through fundamental research. They seek companies and markets whose attractive growth prospects are not fully reflected in their prices. The firm's core equity portfolios are diversified large-cap portfolios that typically offer above market growth characteristics at or at a reasonable premium to market valuations. BNA's growth criteria embrace companies delivering growth in earnings per share in the top 60% of their universes. The firm's systematic equity investment process embraces hands-on fundamental stock research and analysis to generate proprietary earnings forecasts and relative valuation targets and quantitative analysis and screening to focus their research and generate buy and sell ideas. BNA's investment teams use a common framework and template for equity research, which focuses on growth, management, value creation and valuation criteria. Their regional equity teams are responsible for portfolio strategy and stock selection for specialist regional equity portfolios as well as the regional portion of their global and multi-asset mandates. The asset allocation team is responsible for regional/country strategy in their global and multi-asset portfolios and for sector policy at the global and multi-asset mandate level. The output of their fundamental and quantitative research is used to rank each stock and to shape buy and sell decisions. Teams review stocks continuously following company meetings and announcements. BNA's fixed-income processes are characterized by fundamental research and disciplined portfolio construction techniques. They also use technical analysis, particularly in currency allocation research. The firm's credit research leverages off the equity research capabilities of the firm. They invest in bonds issued by governments, agencies, corporates as well as emerging market sovereign, mortgages and asset-backed securities. BNA includes bonds across the rating spectrum from Aaa to Caa, according to the risk tolerance and guidelines of their clients.

Operates as a real estate investment trust

Provides investment and wealth management services

Functions as a College/University

TrinityBridge aims to generate the best possible returns, in line with expectations and appetite for risk. The firm’s investment process is unbiased, multi-asset, actively managed and diversified across regions and sectors. Their approach is always long-term.

FAM is an active manager of a number of strategy specific multi-manager hedge funds spanning the risk/reward spectrum. Their funds are available in a range of currency classes such as market neutral, balanced multi-strategy fund of hedge funds, and a fund which comprises predominantly long/short equity managers. The firm also manages a range of single manager funds across strategies encompassing relative value, credit and timing. One of FAM's programs provides seed capital and distribution to targeted early-stage hedge funds. FAM utilizes a proprietary database, FortuneNET, for the firm's trading, risk management, position monitoring and reporting, analysis, client servicing and data management. Working closely with GFA, risk profiles are established for each fund. Risk limits assessed include 1) largest acceptable monthly drawdown, 2) largest peak to trough drawdown, 3) maximum expected volatility, 4) maximum exposures in terms of long/short/geographic, 5) significant increases or decreases in the funds assets under management , and 6) leverage levels.

Functions as a College/University