Robert Gwin

WCM aims to generate long-term, sustainable excess returns for clients. The firm seeks quality growth businesses with superior growth prospects, high returns on invested capital, and low or no debt. They employ a bottom-up, fundamental method of analysis that emphasizes long-horizon growth prospects, competitive advantages, and company cultures conducive to attracting great people.

Summitry is a long-only, bottom-up investor that invests in high-quality equities and fixed income securities with an eye toward capital preservation and growth. The firm purchase securities when they believe the current market value is safely below their estimate of intrinsic value. Summitry considers broad economic conditions and the particular attributes of the security to make a judgment to sell.

Curi RMB primarily uses fundamental analyses and active management strategies; however, it will consider other strategies such as quantitative and technical analyses and passive or indexed strategies. The firm’s equity strategies generally follow a bottom-up, fundamental approach focused on finding investments with attractive risk/reward profiles. Fixed income strategies generally follow a fundamental, relative value approach focused on capital preservation and income. Alternative strategies generally focus on generating absolute, risk-adjusted returns that have low correlation to the broad equity market.

Provides strategy, consulting, technology and operations services

Montrusco Bolton’s high-conviction investment strategies are anchored in fundamental, bottom-up research which is used to identify mispriced stocks that have upcoming catalysts. The investment teams rely on independent thinking to build their investment theses for each portfolio holding through a repeatable process that promotes consistency and sustainability of alpha in different market conditions. ESG commitments permeate throughout the investment process from the definition of the investible universe through screening, fundamental analysis, monitoring and sell decisions.

Functions as a College/University

Functions as a College/University