Tim Rabe

MIMBT maintains a flexible strategy designed to conform with various clients’ individual investment objectives. The firm manages separate client-focused equity, debt, and balanced portfolios. They invest in the public equity and debt markets of the US, non-US, and other emerging economies. MIMBT seeks growth-oriented value stocks of small-cap, mid-cap and large-cap companies. The firm selects countries by utilizing a top-down approach and selects stocks using fundamental analysis with a bottom-up approach.

Operates as a financial holding company which provides wealth, asset management, asset servicing and banking solutions

MIM offers investment management services in the following business units: MIM Real Estate, MIM Private Fixed Income, MIM Public Fixed Income, MIM Index Strategies, and other units (including capital markets and alternative investments). MIM Real Estate strategies, depending on the client’s investment objectives, may be owned through a REIT, similar tax-efficient structure, or other form of joint venture. MIM Private Fixed Income offers a Corporate Private Placement Debt strategy that seeks to originate high quality private debt with enhanced yield and diversification characteristics. MIM Public Fixed Income is primarily a bottom-up, fundamental research-based business unit. MIM Index Strategies offers investors passively managed equity portfolios that seek to track the total returns of strategy-specific market indices. MIM manages alternative investments strategies across private equity funds and hedge funds managed by unaffiliated third parties.

40/86 primarily invests client’s assets in multiple classes of fixed income securities and investments. The firm builds each portfolio from the bottom-up by selecting undervalued securities through proprietary, independent research. They place an emphasis on relative value, looking for opportunities where the market price of a security does not appropriately reflect its intrinsic value. The objective is to invest in those securities that the firm believes are undervalued and then sell them when they become fully valued in the market. 40/86 also perform a top-down asset allocation and performance attribution analysis. The firm’s portfolio managers have decision-making authority over investment decisions.

Functions as a College/University

Logan Circle Partners' fixed income investment strategies cover a wide range of asset classes and duration limits to meet the varied requirements and risk tolerances of institutional investors. The firm maintains a flexible strategy designed to conform with the client’s individual investment objectives, whether such objectives are growth, total return, current income, tax-exempt income, asset allocation, international or global, or stability of principal. Investment strategies include long- and short-term purchases, and may include purchasing and selling the same instrument within 30 days, short sales option writing and use of certain other derivatives. Logan Circle Partners offers a variety of fixed income investment strategies which utilize securities and other investments including, but not limited to: corporate debt securities; commercial paper and other money market or short-term debt instruments; municipal securities; preferred stock and capital securities; US government securities; asset-backed securities; mortgage-backed securities and other structured products (CDO, CLO and CMO); emerging market debt and currencies; international debt securities; and bank loans. Types of investments include high yield, investment grade, long/short credit, multi-sector fixed income and short duration.