Scotty McConnaughey

FMR invests in securities of companies engaged in a variety of economic sectors and industries that are domiciled in the US and outside the US (in developed, emerging and frontier markets); in stocks with growth or value characteristics; and in companies with market capitalizations of all sizes. The firm invests across different asset classes, market sectors, maturities, and regions.

Westfield utilizes an in-depth, fundamental research process, managing domestic growth equity products across the market capitalization spectrum to service their clients' diverse investment needs. The firm favors investing in earnings growth stocks given their conviction that stock prices follow earnings progress and that they offer the best opportunity for superior real rates of return. As a fundamental, bottom-up manager, macro-economic forecasts do not drive their stock selection process but do help to shape their investment themes.

abrdn utilizes various investment approaches when managing discretionary client accounts and providing recommendations to non-discretionary clients. The firm utilizes a bottom-up, fundamental stock-picking approach, where sector, regional and country allocations are a residual of their bottom-up stock selection decisions, constrained by appropriate risk controls.

Functions as a College/University

abrdn USA offers investment expertise across all key asset classes, regions and markets. The combination of their research, thematic thinking, ESG best practice and extensive on-the-ground analysis helps them find the most sustainable future-fit investment opportunities globally.

Cambridge Trust-IM is an active asset manager that provides comprehensive approach to asset allocation helps generate attractive risk-adjusted returns over the long term while capitalizing on short- to mid-term opportunities by overweighting/underweighting individual securities, industry sectors or geographic regions. Clients benefit from flexible and objective approach to portfolio construction and global diversification with access to a broad range of investment strategies across a variety of combinations of individual securities, specialized mutual funds and sector ETFs.