Joe Abraham

Fiera Capital offers a broad spectrum of investment strategies across various asset classes, styles and capitalization ranges. For the Equity Strategies, the firm takes a long-term investment approach, emphasizing high quality, and consistency of performance. Using a research-focused fundamental bottom-up approach, they seek to identify and invest in companies with a sustainable competitive advantage, growth potential, and attractive valuations. Their investment objective is to seek growth at a reasonable price by investing in a long-only portfolio of equities. Fiera Capital’s Fixed Income Strategies focuses on tax efficiency, real wealth preservation, and the development of non-correlated strategies built on its domestic and multi-currency expertise.

OFFITBANK individually manages tax-efficient fixed-income portfolios after a careful review of their client's state of residence, special tax considerations, income requirements vs. liquidity needs, financial objectives vs. return objectives, risk tolerance and time horizon. They actively manage portfolios to achieve superior after-tax total returns, seek value primarily in intermediate maturities and diversify portfolios by credit sector and geographic allocation. The fundamental proprietary analysis of their Municipal Research Team guides issuer selection. OFFITBANK enhances investment-grade portfolio returns through the active management of portfolio duration, yield curve positioning and sector allocation. They base investment decisions on their prospective view of the U.S. and global economic environment and their analysis of yield spreads among and within investment grade sectors. The firm structures investment-grade portfolios based on their expectations for interest rate trends and the shape of the yield curve within the parameters of client investment guidelines. They analyze and consider a securities universe of U.S. investment grade issues such as Treasuries, government agencies, MBSs and corporate bonds. The firm's high yield approach emphasizes high current income and capital appreciation. They focus on total return and safety without reaching for the highest yields available in the market and buy and hold quality domestic cash-pay issues that meet fundamental credit criteria. Portfolios primarily hold intermediate maturities of upper-tier credits (B+ or better). For total return fixed-income, they enhance core investment grade portfolio returns through strategic and tactical allocations to high yield fixed-income, hedged non-dollar investment grade and emerging markets fixed-income. OFFITBANK seeks enhanced fixed-income total return through the active management of portfolio duration, sector allocation, yield curve positioning and currency hedging. They base all investment decisions on their view of the U.S. and global economic environment and analysis of yield spreads among and within all fixed-income markets, domestic and foreign. The firm's emerging markets fixed-income strategy is primarily an international high yield corporate bond approach. This approach centers on capital preservation and risk-adjusted U.S. dollar total return with a focus on current yield. They invest primarily in non-investment grade U.S. dollar-denominated Eurobonds of fundamentally sound corporate issuers and select investments within the context of improving regional economic and political market trends. They may also invest opportunistically in locally issued and traded fixed-income securities and U.S. dollar-denominated Brady bonds. They typically hedge any currency exposure.

Functions as a College/University

Provides business forensic and consulting services

Functions as a College/University

Samson Capital Advisors provides customized discretionary investment management services primarily regarding fixed-income securities and currency-related strategies. The firm utilizes an active investment management style that focuses on tax efficiency, real wealth preservation, and the development of non-correlated strategies built on their domestic and multicurrency expertise. Samson's primary preservation philosophy is central to their investment process and is designed to balance clients' desires to maximize after-tax income with their desire to preserve wealth. Their investment process also includes management of interest rate exposure and portfolio structures that anticipate changes in the shape of the yield curve. In addition, Samson employs a strict and thorough credit research process. Portfolios are individually managed and customized with particular attention to specific client considerations such as state of residence, tax status, risk tolerance, income and liquidity needs, and investment time horizon. The firm's investment strategies include: Tax Efficient Fixed-Income; High Grade Fixed-Income; Currencies; and Tax Efficient Inflation Protection.

Functions as a College/University