Adam Marc Fisher

Burnham Asset Management Corp. (BAM) provides investment advisory and related services that emphasize long-term strategies designed to meet each client’s specific investment objectives. Investments may include, but aren't necessarily limited to: exchange-listed, over-the-counter, domestic and foreign equity securities; warrants; commercial paper and other corporate debt securities; certificates of deposit; municipal securities; mutual fund shares; US government securities; options on securities; and investments in affiliated and unaffiliated private funds. BAM's investment approach seek to identify best-in-sector equities, specifically those with attractive business models, valuations and, where appropriate, dividend growth. For fixed income investments, the firm considers the quality of the issuer of the securities, duration, yield to maturity, the potential for ratings upgrade and refinancing, and the industry outlook. BAM applies similar criteria to municipal bonds, taking into account the quality of the credit and the borrower’s ability to pay principal and interest. ^

Functions as a College/University

TFJ Management looks to own a collection of businesses that can grow their earnings at above average rates for many years. The clients invest predominantly in publicly traded securities of developed-market companies, focusing on technology and technology enabled business models. The firm expects to own a concentrated portfolio of between 5 and 25 positions and cash and cash equivalents.