Gregory Horn

Acts as Closed-End Investment Fund/Investment Trust

Save More Super Market is a grocery store and supermarket chain. It offers a variety of brand-name and private-label grocery items at discounted prices. The company is based in New Orleans, LA.

Provides investment advice

DWM uses a process that includes the inputs of valuation and fundamental analysis, along with a rules-based overlay incorporating technical analysis that helps inform their decision making. They then apply this process in the form of different types of investment offerings: equities, fixed income, ETFs, asset allocation and options. The firm utilizes both actively and passively managed mutual funds in an asset allocation framework to provide client portfolios with a diversified exposure to the broader capital markets.

PNC Managed Investments offers managed investment programs including fixed and flexible UMAs, mutual fund wrap/ETF wrap programs and separately managed accounts. They design and implement open-architecture investment solutions for broker/dealers, banks, insurance companies, investment advisors and asset managers. The firm constructs active asset allocation strategies based on each client's time horizons, investmetn objectives and risk tolerance. Their investment process centers on diversification, a long-term focus, a contrarian approach and prudent aggression. PNC uses diversification to limit extreme short-term fluctuations and portfolio volatility. They seek to reduce risk and volatility by allocating assets across a variety of different, less correlated asset classes and across investment products with different management styles. They also use diversification to provide continual exposure to outperforming investments as asset classes and styles move in and out of favor. The firm takes a long-term investment approach which affords greater risk tolerance and the opportunity for assets to grow through compounding. They are not overly concerned with short-term market results. PNC takes a contrarian approach to asset class valuations to reduce the risk of buying at a cycle's peak only to be undercut by the inevitable correction. PNC believes that inflation rather than volatility poses the greatest threat to purchasing power and financial security. Their approach is based on taking prudent risk and managing it when possible.

PCM aims to preserve and increase wealth for their clients through the structured management of risk using non-traditional investment opportunities such as hedge funds, private equity and debt funds, and direct investments in private real estate and operating companies. The firm strongly believes in non-correlated assets that provide return streams agnostic of traditional equities or bond markets.

Acts as Closed-End Investment Fund/Investment Trust

International commercial bank