J. Pryor Smartt

GMI's managers are generalists.

Functions as a College/University

Ridgeworth employs a comprehensive allocation process that enables them to develop an efficient and appropriate asset allocation for each client. The process incorporates an objective analytical framework that three distinct activities: efficient frontier modeling, plus tactical overlay and asset allocation. Through efficient frontier modeling they derive long-term strategic investment solutions using expected returns, standard deviations and cross-correlation matrix analysis. Their plus tactical overlay evaluates asset class performance and looks for extremes and absolute and relative performance. Riverfront's portfolio maintenance strategy maintains the optimal allocation through systematic and unemotional rebalancing.

Harbert Credit Solutions invests in middle-market companies located in the United States. The firm focuses on a broad range of sectors and industries. It provides financing in the form of debt and equity for growth, buyout, MBOs, and recapitalizations with an investment size ranging from USD 3 - 15 million.

Lead Capital seeks investment opportunities in companies located in the United States with EBITDA of USD 1 - 7 million. The firm targets companies operating in the fields of healthcare sectors. It provides financing for growth stage capital requirements.

TAS uses research reports created by TAS’ Investment Advisory Group to implement investment advice.