Will Potter

Palisade employs a comprehensive, bottom-up, fundamental investment philosophy. The firm seeks to minimize downside risk, while striving for consistent and attractive return potential by focusing on investing in companies where opportunity and value present themselves.

Invests in technology companies

An asset-backed security

ABIM follows an investment philosophy referred to as 'flexible value.' They look for attractive price-to-value relationships in undervalued stocks of strong companies with good management. The emphasis is on individual stock selection, fundamental research and valuation flexibility without rigid constraints. Factors they assess may include management team, market position, business strategy, catalysts for change, attractive valuation and attention to shareholder interests. ABIM concentrates investments in those stocks that they believe offer the best potential return relative to possible risks. The portfolio managers retain investment positions for as long as the business fundamentals remain favorable and the valuations do not become excessive. They will sell or reduce holdings if business fundamentals deteriorate or if the price-to-value relationship becomes unattractive.

As an active manager, ABN AMRO Asset Management seeks consistent performance within a well-monitored risk environment. Equity investments are biased toward quality growth companies that are expected to outperform over the long term. They favor companies that are dominant in their industries and represent quality among their peers. AAM blends company and sector views with macroeconomic analysis. Their fixed-income investment process takes financial, economic, valuation and sentiment factors into account as well as the macroeconomic climate, shifts in capital flows and trends in the market. This approach is based upon a fundamental approach to duration, yield curve and spread analysis. Portfolio management teams make the final investment decisions based primarily upon internal analyst recommendations. Research is bottom-up and fundamental with quantitative systems and screens used to support and confirm analyst ratings.

AGAM utilizes growth, core and specialty strategies. Their growth strategy is committed to long-term growth. They identify fundamentally strong and dynamic growth companies trading at a discount to their growth rates. The firm finds profitable investment opportunities and long-term returns by combining comprehensive, fundamental research, growth themes, risk controls and fundamental stock-picking. Portfolio construction consists of careful qualitative and quantitative analysis overseen by each strategy's lead portfolio manager. AGAM's core strategy asserts that small- and mid-cap markets are inefficient. They exploit this inefficiency with intense fundamental research and bottom-up stock-picking. The firm employs a relative value approach aimed to identify companies at the low end of their valuation range when compared to similar companies and the market overall. AGAM's objective is to achieve excess return of 3-5% over market cycles with less risk than the benchmark. They seek to deliver competitive returns in strong markets due to the undervalued earnings power of portfolio companies and superior performance in weak markets due to their quality and valuation discipline. AGAM has developed specialty strategies to extend our research edge beyond growth and core portfolios. Through these specialty strategies, they achieve specific and well-focused client goals. As with the growth and core strategies, the firm deploys intensive fundamental research, a disciplined investment process and a rigorous risk management oversight.

Brokerage firm

Functions as a College/University

Operates as a bank holding company