Jeff Golden

SSR combines bottom-up stock selection with quantitative risk controls. The Asset Allocation committee formulates the asset allocation strategy based upon the relative attractiveness, variability and correlation between the equity and fixed income markets. The committee reviews a wide range of factors that include forecasts of corporate earnings, liquidity and an assessment of macroeconomic trends. The committee formally reviews allocation targets on a monthly basis. For active equity management they combine bottom-up stock selection based on comprehensive fundamental research with explicit sector weighting decisions and quantitative risk management. Teams manage portfolios. SSR believes that fixed income security prices respond to economic fundamentals in predictable but not perfectly efficient ways. They seek to identify opportunities created by these inefficiencies through fundamental research supported by quantitative risk controls.

BlackRock Advisors offers investors around the world a variety of investment products that span across asset classes, market-caps, investment styles and geographic regions. Their mandates include cash management, equity, fixed income, alternative, multi-asset and quantitative equity strategies.

Functions as a College/University

Copper Rock focuses on managing and servicing small and small- to mid-cap growth clients. The firm seeks to add value through bottom-up stock selection. Investment decisions are based on in-depth fundamental research. The investment team generates initial investment ideas from a number of sources including organic ideas, proprietary screens and bottom-up themes. This eligible universe is then streamlined to an investable universe. Investment ideas that survive this initial research stage are subject to rigorous and detailed fundamental analysis before being purchased into clients' portfolios. Copper Rock incorporates rigorous buy and sell disciplines in the investment process.