Stephen Phillips

Operates as a bank holding company whose subsidiaries provides consumer and global banking, markets brokerage & wealth and investment management services

AEIM focuses on a number of investment themes which include External Debt, Local Currency, Corporate Debt, Equities and Alternatives. The firm’s equity themes believe that Emerging and Frontier Markets are highly inefficient and provide strong potential for significant alpha generation through actively managed, high conviction and investment focused approaches. The Investment Committee collectively manages all portfolios and meets formally on a weekly basis to review markets, determine our investment strategy, and manage portfolios. They have a specialist, long-term value-driven approach starting with macro, top-down active management.

Individually managed equity portfolios emphasize long-term growth and are constructed from a list of between 30 and 50 stocks carefully selected from a universe of about 300 companies. Typically large capitalization, these stocks are identified through a process that combines bottom-up company-by-company analysis with top-down screening. Approved stocks are combined in a portfolio that is deliberately diversified across economic sectors to manage risk while capitalizing on long-term economic expectations and demographic trends. Equities: The firm methodology for equities investing includes a systematic analysis of macroeconomic conditions. To be included in a portfolio a company must: 1) have historically low relative p/e ratio of stock to industry, stock to market and stock to GNP; 2) be growing at a rate greater than its current p/e multiple; 3) have a strong cash flow; 4) have increasing levels of dividends. Stocks are sold when they reach an extreme in the established price range, the fundamentals deteriorate, or there are more compelling buying opportunities available. Balanced & Fixed: The firm uses a combination of economic, international, and political analysis to begin to determine the proper asset allocation between fixed-income and equity investments. Fixed-income parameters are based upon forecasts of trends in economics and interest rates and other technical considerations. The equity portion of the portfolio is determined by establishing a likely range for the market based upon forecasts of earnings, inflation, and corporate price-earnings. In addition, consideration is given to the clients' investment objectives.

Functions as a College/University

Functions as a College/University

Redstone Investment Management is an aggressive growth manager. The firm invests long/short mainly in US stocks in the technology, health technology and industrial services sector across all market-caps. They maintain a high turnover rate

State chartered commercial bank