Kelly Walker

Functions as a College/University

NGA seeks to effectively manage risk and return through proper asset allocation. Their core equity investment philosophy is global, multi-cap value. Implementation is via an internal research process that relies initially on quantitative screening methods that seek to identify attractively valued companies based on fundamental characteristics including consistent profitability and a disciplined capital structure. The implementation of the investment strategy is primarily accomplished through ownership of individual securities that represent a wide range of capitalizations (micro to large-cap) and an open geographical platform (domestic and foreign). The firm also provides core fixed income strategies that emphasize a diversified grouping of publicly traded fixed income securities, which are primarily considered investment grade.