Patrick McKeigue

Designs, manufactures and sells online sports apparel, shoes & equipment

Independence follows a multi-dimensional investment process applying fundamental research and quantitative modeling to create return predictions. In fundamental research, analysts determine how economic and competitive forces are likely to shape the prospects for each of the companies in their investment universe. The analysts interview the management of these companies, as well as suppliers, customers, competitors and other industry experts. Quantitative research is then used to translate these fundamental insights into computer-based methods for stock selection. Independence's investment philosophy and process seeks to minimize style and sector biases.

Rockland Trust aims to protect and build client’s wealth by focusing on minimizing downside risk through broad diversification. To strike the proper investment balance, the firm builds a foundation of core equity, core fixed-income and diversified fixed-income and equity assets, each serving a distinct purpose within client’s portfolio. They focus on asset managers who take a long-term view and minimize expenses while exhibiting a consistent risk-adjusted return profile.

Functions as a College/University

Functions as a College/University

Verition focuses on global investment strategies including Credit, Fixed Income and Macro, Convertible and Volatility Arbitrage, Event-Driven, Equity Long/Short and Capital Markets, and Quantitative Strategies. The firm seeks to construct a diversified portfolio with low correlation to traditional and alternative asset classes and consistently attractive risk-adjusted returns. Capital is allocated dynamically across strategies based on the market view and opportunity set for each individual investment team.

Surveyor Capital is a global, multi-manager equities strategy and is one of Citadel’s three fundamental equities businesses. Their sector-aligned investment teams conduct deep fundamental research, developing an independent view on the companies they cover. They are specialists in their industries and experts in their coverage, building trusted relationships with many corporate management teams. The firm's investment teams leverage Citadel’s proprietary, market-neutral risk framework with the aim of building portfolios that minimize broad market exposures. Using this insight, they act on their investment theses and scale their risk-taking with confidence.

BRCM may use one of the following methods of analysis when providing investment advice to their clients: fundamental analysis; quantitative analysis; and technical analysis. Their investment strategies include large-cap and mid-cap growth strategy. For large-cap, the firm’s team seeks to identify high-quality businesses by applying a disciplined and rigorous bottom-up fundamental research process in selecting investments. BRCM’s team utilizes a proprietary, multi-factor quality screening methodology to determine whether a company meets their team's criteria for inclusion in the quality universe. For mid-cap, the team seeks to identify companies with attractive earnings growth prospects. Investments are selected by applying our teams disciplined, bottom-up fundamental research process in selecting investments.

ExodusPoint employs a global multi-strategy investment approach which seeks to deliver compelling asymmetric returns by combining complementary liquid strategies. Strategies span major asset classes across global markets predominantly falling within the fixed income and equity which are generally market neutral and typically exhibit low levels of correlation to broad market indices. Funds managed by ExodusPoint invest on both a cash and synthetic basis and take short positions for both speculative and hedging purposes.