Geoff Kuli

FMR invests in securities of companies engaged in a variety of economic sectors and industries that are domiciled in the US and outside the US (in developed, emerging and frontier markets); in stocks with growth or value characteristics; and in companies with market capitalizations of all sizes. The firm invests across different asset classes, market sectors, maturities, and regions.

Loomis Sayles bases their overall investment approach on the premise that their disciplined, research-based investment strategies can identify market inefficiencies that can lead to consistent outperformance of benchmarks. The firm's fixed-income research team seeks to identify attractive securities and assign ratings to various issues. Their equity investment approach is based on their belief that equity markets are inefficient. Loomis Sayles employs an intensive bottom-up investment analysis with the goal of delivering superior risk adjusted performance.

Westfield utilizes an in-depth, fundamental research process, managing domestic growth equity products across the market capitalization spectrum to service their clients' diverse investment needs. The firm favors investing in earnings growth stocks given their conviction that stock prices follow earnings progress and that they offer the best opportunity for superior real rates of return. As a fundamental, bottom-up manager, macro-economic forecasts do not drive their stock selection process but do help to shape their investment themes.

Essex specializes in domestic (US) growth equity strategies. The firm employs fundamental research combined with active portfolio management for the selection of equity investments. They combine bottom-up stock selection with top-down secular trend analysis for portfolio management process.

FDCC selects publicly traded investments for client portfolios by employing fundamental financial analysis. The firm uses a value-oriented investment approach to look for investments that they believe are improperly priced by the markets and which may generate sufficient returns to compensate their clients for the risk of potential loss as a result of investment-specific issues or broader market conditions. They prefer investing with managers who have a solid track record in previous partnerships in analyzing and evaluating private securities or private partnerships.

Functions as a College/University