Ron Saba

Heartland Advisors is an active, value-based investor that aims to provide superior risk-adjusted returns and limit downside participation. The firm looks for under-researched, under-followed and under-valued securities for well-managed companies with strong balance sheets. They typically sell securities when they consider them to be overvalued relative to other investments. Portfolio managers and research analysts work side-by-side to apply a bottom-up approach that combines traditional fundamental analysis.

Amundi US selects investments from a wide range of asset classes and employs a variety of styles in managing client assets. Regarding equity securities, the firm employs fundamental and quantitative research to their portfolio management approach. With respect to fixed income securities, their investment professionals consistently apply well established means of identifying potentially rewarding securities. Whether applying top-down analysis that leads to selection of government bonds, or the bottom-up approach that ends with corporate bonds being selected, the investment management team's goal is portfolio construction that matches product objectives and supports investors’ goals.

CC combines a disciplined valuation framework with intensive original research. Their investment team is charged with the responsibility for discovering investment opportunities and generating the original research on these opportunities. The heart of this research process is an ongoing dialogue with the management team. The firm offers small-cap and smid value portfolios. The stocks in both products are distinguished by low absolute valuations, a passionate management team driven to improve the stock price and balance sheets whose financial strength belie their depressed stock prices. Both portfolios are both managed by the same team of investment professionals. This team is exclusively focused on these two products and has no other investment, marketing or client servicing responsibilities. CC benchmarks to the Russell 2000 Value index.

Horizon Investments build goals-based investment strategies, develop modern planning tools, and conduct investment research to empower financial advisors to help their clients achieve their individual, real-world financial goals. Their active asset allocation investment process seeks to add incremental return and reduce risk through active investment decisions. The firm employs a top-down, macro view of financial markets.

Functions as a College/University

Functions as a College/University