Andrew Seals Ballard

Bell Rock Capital seeks opportunities that may be overlooked by others, often with multi-year time horizons and always based on fundamental research in publicly traded markets.

Redwheel is an active manager which seeks to achieve exceptional long-term returns. They specialize in providing strategies that enable their clients to invest in developed and emerging market equities, convertible bonds and income solutions that help them meet their long-term financial needs. The firm deliberately avoids committee-led decision making and believes that fundamental analysis provides the necessary insights for portfolio managers to assess future return potential in securities and that co-investing alongside clients ensures a natural alignment of interests. Their portfolio managers assume responsibility for taking and managing risk.

Provides investment advisory and management services