Karim Mawji

Scout Capital Management's investment objective is to maximize risk adjusted returns over the long-term, primarily through investments in equity securities and opportunistically in credit instruments and securities. The funds' investments may include U.S. or non-U.S., long or short positions in publicly traded or privately issued or negotiated common stocks, preferred stocks, stock warrants and rights, corporate debt, bonds, notes or other debentures or debt participations, convertible securities, fixed income securities, swaps, currencies, options, futures contracts, commodities and forward contracts, derivative instruments, fund interests and other securities or financial instruments including those of investment companies. Scout sometimes takes large positions, which can result in highly concentrated client portfolios. Scout generally makes capital allocation decisions based on bottom-up fundamental research. They generally focus on opportunities within certain business models or industries which they believe they maintain some specialized knowledge. Scout maintains a flexible approach with regard to determining net exposure, shifting the net exposure depending on the relative attractiveness of long versus short opportunities in the market. In general, the firm seeks to maintain a net long bias.

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MSIM’s investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. When considering their clients’ unique investment profiles, the firm applies a holistic approach, with a goal of incorporating the different factors affecting investors’ investment decisions. The firm combines top-down country allocation with bottom-up stock selection and disciplined risk management.

Perennial Investors manages a long/short deep-value equity hedge fund. The firm tends to invest in the stocks of US and Canadian small-cap companies in the energy minerals, non-energy minerals and electronic technology sectors. The firm maintains a very high turnover rate.

Provides auditing, financial advisory and tax consulting services

Functions as a College/University

Functions as a College/University

Dentonia Park Capital Management is a value-oriented, event-focused manager that invests in publicly traded equity securities globally (US, Canada, Europe and Asia). They seek to invest in under-followed, underappreciated companies where attractive valuations are created by market dislocations due to disparities in value, information and time horizon. The firm seeks opportunities to short companies that are structurally challenged and poorly managed. The majority of core short positions are intended to be profitable on a stand-alone basis. Dentonia Park's risk management process consists of rigorous fundamental research, supported by multiple risk management tools and metrics. Dentonia Park seeks to generate attractive investment returns with moderate risk while protecting capital. They take concentrated positions in mispriced equity securities that result from market dislocations. Their investments are generally driven by core fundamental bottom-up research and developing a differentiated perspective. They also seek to understand the macro environment in order to identify and filter ideas, and drive themes and investment ideas across and between industries. The firm targets the following special situations: financial and operational restructurings, ownership and management changes (including post-bankruptcy, pre- and post- merger, spinoffs, and IPO's), contract repricings, significant product / geographic expansion and hidden assets.

Provides investment research