Zu Y. Cowperthwaite

Barings? investment decisions across all asset classes incorporate a comprehensive analysis that uses or combines top-down and/or bottom-up approaches to investment analysis. The firm utilizes economic, fundamental, technical/cyclical, and quantitative analyses, along with a sound understanding of both macro drivers and micro considerations in its investment decision-making process and to manage risk. They invest in a variety of fixed income and financing instruments across various industries as well as credit qualities and maturities in North America, Europe, Latin America, Africa/Middle East, and the Asia-Pacific region. Barings manages portfolios of public equity securities and equity-related securities of issuers of all sizes. The firm has teams focused on three alternative investment sectors: Real Estate, Private Equity & Real Assets, and Funds & Co-Investments.

Loomis Sayles bases their overall investment approach on the premise that their disciplined, research-based investment strategies can identify market inefficiencies that can lead to consistent outperformance of benchmarks. The firm's fixed-income research team seeks to identify attractive securities and assign ratings to various issues. Their equity investment approach is based on their belief that equity markets are inefficient. Loomis Sayles employs an intensive bottom-up investment analysis with the goal of delivering superior risk adjusted performance.

DRZ follows a value income methodology with all of its value-income strategies. This value income philosophy is based on a belief that undervalued stocks with an above-average dividend yield and the existence of an imminent fundamental catalyst provide the opportunity for increased total returns with reduced volatility. Investments are selected based on three criteria: (1) low long-term relative valuation, (2) above average dividend yield, and (3) the existence of an imminent fundamental catalyst. The firm employs bottom-up stock selection process. Client portfolios are actively managed and are generally invested in equities subject to the investment strategy, objective selected and any investment restrictions or guidelines imposed by the client. DRZ sells a stock if the yield falls below the acceptable limit, relative price target has been achieved, and the company is not performing as expected or if the sector or country begins to look less favorable.

Provides investment services

Evergreen Investment Management offers a variety of equity investment products including domestic, international, global and emerging markets portfolios which are available using both fundamental and quantitative investment processes. The firm's domestic and international fixed-income strategies include short-term, money market, municipal, investment grade, high yield and structured solutions. Though not limited by sector or market-cap, the firm tends to invest in the stocks of companies in the finance, electronic technology and health technology sectors. Evergreen invests globally across all market-caps. The firm maintains a medium turnover rate. Evergreen's domestic, international and global strategies are managed by Metropolitan West Capital Management (MWCM). These strategies invest in high-conviction ideas with a long-term focus on value. MWCM employs rigorous research and an objective sell discipline to construct and actively monitor portfolios of high quality companies around the world. Evergreen's enhanced equity strategies are managed by Global Strategic Products. The strategies seek to achieve repeatable, competitive results through a disciplined quantitative approach. Portfolios are designed to seek consistent outperformance of their benchmarks with lower risk. The strategies employ disciplined proprietary analytical tools and systems to identify repeatable sources of value in the equity markets. Strategies include index and enhanced index equity products. The firm's core equity strategies are managed by Golden Capital Management. These strategies use a consistent, risk-controlled approach to core investing through all market cycles with a focus on capital growth and preservation. Portfolios consist of companies with attractive valuations and strong earnings that produce competitive long-term returns with relatively low volatility. The core-style investment process blends quantitative and fundamental analyses. Evergreen's domestic and international equity strategies are managed by Berkeley Street Equity. The strategies use fundamental analysis to identify companies with superior growth and value potential. Berkeley Street Equity constructs and monitors portfolios across the full range of core equity, sector-specific and international mandates. They employ fundamental, bottom-up research to identify quality investments for their growth and value portfolios. In addition to their US market portfolios, Berkeley Street Equity also offers global and international portfolios designed to provide investors with broad global diversification through core, fundamentally-oriented portfolios that are responsive to changing global equity markets. The firm's global fixed-income strategies are managed by First International Advisors. The strategies invest in investment grade, non-US debt securities while also seeking capital appreciation opportunities in emerging markets and below investment grade bonds. The firm pursues a variety of sectors and regions for diversification and offers currency overlay capabilities.

Functions as a College/University

Functions as a College/University

Evergreen Investments & Management invests in early-stage and start-up companies located in the Southeastern United States with particular emphasis on Nashville, Tennessee and the surrounding area. The firm focuses on sectors such as health services and technological services. It participates in early-stage transactions with an investment size of USD .25- 1 million. It takes a seat on the board of directors.

Hermes Fund Managers North America (HFM) seeks to maximize risk-adjusted returns from the broadest possible equity investment universe. The firm employs a disciplined, repeatable investment process that balances high-conviction global stock selection with well-structured risk management. They conduct fundamental bottom-up research to identify attractive investment opportunities globally. HFM seeks to invest in companies that are generating superior free cash flow, earnings and/or revenue growth that can be expected to outperform their industry peers over the long-term. They construct concentrated portfolios that can maximize the expected returns for a given risk level. HFM builds alpha-generating global equity portfolios such that stock-specific risks are controlled and performance is driven by their assessment of growth. Portfolios are typically comprised of the 50 stocks that represent HFM's best ideas and balance high-conviction with disciplined risk control. The firm is an active manager that focuses on stock selection seeks to optimize their clients' risk-adjusted returns. Their goal is to outperform the MSCI All Country World Index by 3% to 5% while running a target tracking error of 4% to 8% over 3-year rolling periods from an actively managed portfolio of approximately 50 global mid- to large-cap stocks. HFM's stock selection process begins with a global investable universe of approximately 2500 stocks which are screened at the sector level. This screening considers industry analysis, fundamental analysis and cross-border analysis and results in the identification of approximately 250 potential global sector investments. The firm then evaluates those companies' growth drivers, valuations and risk factors. Their risk modeling process focuses on alignment of risk and conviction and an assessment of risk budgeting. The result is the Hermes Global Equity Select Portfolio which consists of approximately 50 global stocks and seeks to that seeks to maintain both relative sector and region neutrality.