Jim Madden

Trillium combines impactful investment solutions with active ownership. Thier investment processes are focused on finding companies with strong growth prospects that are attractively priced and meet their ESG criteria/requirements. The firm’s analysts and portfolio managers conduct bottom-up, fundamental research on the companies, simultaneously reviewing both traditional financial and ESG metrics that they believe can add value to each strategies’ investment process.

Progressive manages fixed income and equity strategies that seeks long-term capital appreciation and avoidance of excessive risk by diversifying investments in companies with what they believe are above-average financial characteristics and growth potential and that excel at managing environmental risks, opportunities, and societal impact. They rely upon fundamental research that combines traditional investment analysis with ESG research to create a complete picture of how each company behaves commercially, as well as how it deals with existing and emerging environmental risks and opportunities.

Calamos Advisors utilizes top-down insights with rigorous bottom-up fundamental research. They employ an active, high-conviction investment approach to building portfolios. A collaborative team-managed approach allows them to fully evaluate all elements of an investment idea. Top-down perspective, proprietary fundamental research and risk management drive the portfolio construction process across all strategies.

Functions as a College/University

Calamos Investments offers innovative investment strategies including alternatives, multi-asset, convertible, fixed income, and equity.