Robert Anthony Contreras

Kovitz Investment Group seeks long-term capital appreciation of client assets through high risk-adjusted returns. To accomplish this objective, the firm emphasizes the preservation of capital and minimization of risk primarily by investing in mid to large-cap companies believed to be significantly under valued. They seek market leaders with strong competitive positions, stable products and economies of scale or scope, low capital requirements and experienced and competent management with ownership stakes. To be considered quantitatively, companies must have high returns on capital, high correlation between earnings and cash flow, low financial risk, valuations based on discounted cash flow models and sell below intrinsic value. For fixed-income, Kovitz does not attempt to forecast interest rates. They seek to capture above market yields via disciplined purchasing strategy, not by assuming added credit risk. Portfolios are comprised primarily of AA and AAA rated bonds. When purchasing bonds, the firm's portfolio managers are flexible as to the timing of principal and interest payments. They may consider premium and discount bonds that will provide additional yield from the reduced demand. In constructing portfolios, their portfolio managers may accept modest liquidity risk when such risk returns significant yield enhancement.

CIM aims to offer a range of solutions that take advantage of current market conditions to target attractive risk-adjusted returns. The firm invests in corporate credit, structured credit, opportunistic credit and middle market direct lending assets. They typically sell investments when more attractive investments can be purchased at comparable price points to optimize portfolio composition and target performance.

Engaged as a specialty finance company currently operating as a Real Estate Investment Trust

Provides legal services

Provides investment management and advisory services

Functions as a College/University

Chicago Capital Partners invests in lower middle market companies located in the United States with an EBITDA of USD 2 - 10 million. The firm targets companies operating in the fields of business services, consumer products, distribution, food & beverages and niche manufacturing sectors. It provides financing in the form of equity for buyout capital requirements. The firm also acquires majority and controlling interests.

Functions as a College/University