Benner Ulrich

Equinox's uses both quantitative and fundamental methods for selecting stocks. A proprietary multi-factor model combines valuation and market sentiment measures to identify potential purchase candidates within their universe. Undervalued stocks are initially identified by comparing each stock's fundamental valuation relative to its history and its peer group. Measures of market sentiment are then employed to time their purchase closer to the stock's inflection point. The fundamental research process involves analyzing each company's financial statements as well as interviewing company management. Equinox's research team expands on this process by questioning other sources of information such as a company's suppliers, competitors, industry consultants and university professors. Equinox focuses on large-cap US equities in several sectors including, but not limited to, finance, energy minerals and manufacturing. They maintain a high turnover.

Tocqueville pursues two primary objectives for their clients: to provide long-term returns without excessive risk, and to ensure capital preservation for succeeding generations. To achieve their mandate, the firm relies upon rigorous proprietary research employing a conservative-value approach to identify undervalued companies that possess long-term earnings potential. They do not follow fads; they invest in companies that deliver solid returns over the long run.

Provides brokerage services

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Develops software for hospitals and healthcare networks

Functions as a College/University

Breithorn Capital Management manages a long-only equity strategy though separate accounts and a Dublin-based UCITS fund, and a long/short equity strategy though the Breithorn Long/Short Fund, a liquid alternative mutual fund. Both strategies employ a value approach and are primarily focused on the U.S. equity market.