Thomas I. Florence

Liberty Ridge focuses on domestic equities. Liberty Ridge Capital believes it adds the greatest value over all market cycles by consistently applying a time-tested, bottom-up stock selection process that combines the use of rigorous fundamental research with quantitative techniques. Liberty Ridge Capital seeks to select securities that offer the most attractive trade-off between valuation, near-term dynamics and long-term growth. They believe that superior investment results can be achieved by investing in companies that possess an attractive valuation relative to the broad market and peer group, display positive near-term business prospects and exhibit healthy long-term earnings growth potential. LibertyRidge employs a process that defines a manageable universe of stocks by utilizing proprietary quantitative screens to narrow their focus. Fundamental research further narrows the team's top investment candidates and then a portfolio is constructed based on process and account parameters. In seeking to identify attractive investment opportunities for the Focused, Large Cap, Mid-Cap and Small Cap Funds and the blend portion of the Strategic Small Company Fund, Liberty Ridge first creates a universe of companies whose current share price seems lower than their current or future worth. They consider factors like a company's earnings power vs. its current stock price, dividend income potential, its price-to-earnings ratio vs. similar companies, competitive advantages, like brand or trade name or market niche, management team, and current and future business prospects. Lastly, using their own fundamental research and a bottom-up approach to investing, Liberty Ridge identifies those companies which are currently out of market favor but have the potential to achieve significant appreciation as the marketplace recognizes their fundamental value.

Operates as a investment insights company that provides investment and wealth management & credit rating services

Dividend Capital Investments manages investments in stocks, bonds, cash, REITs, real estate mutual funds and other real estate exchange solutions. The firm focuses on developing and managing real estate products that build value for investors. They seek to provide investors with: (1) attractive current income/inflation hedge (2) competitive total return and (3) improved portfolio diversification. The Dividend Capital Total Realty Trust is a non-traded REIT that invests in a diversified portfolio of high-quality real estate assets. The Dividend Capital Total Realty Trust is a non-traded REIT that seeks to invest in a diversified portfolio of high-quality assets. The firm also manages the Dividend Capital Realty Income Allocation Fund (NYSE: DCA) and the Dividend Capital Global Realty Exposure Fund (NYSE: DCW), which are closed-end funds that trade on the NYSE. The firm identifies and develops evaluations of properties based on factors such as adaptable design, cash flow and multi-tenant capability. They conduct due diligence by scrutinizing factors such as market trends, building functionality and closing terms, as well as focusing on properties with high credit-quality tenants. Company evaluations are made using Dividend Capital Management's proprietary research model. The firm's Industrial Income Trust is a non-traded REIT that seeks to acquire and operate high-quality distribution warehouses and other industrial properties that are leased to creditworthy corporate customers. These properties produce income for the REIT through the rents paid by the corporate customers to use the properties for their businesses.

Functions as a College/University

Functions as a College/University

Provides investment advice