Adrian Shopp

JHIUS offers US equity, global and international equity, fixed income, asset allocation and alternative investment strategies, including long-short portfolios. For their fundamental investment strategies, the firm seeks to add value versus benchmarks by actively pursuing alpha generation through their own intensive fundamental research. They utilize two complementary processes: a top-down macro analysis and a bottom-up risk/reward analysis.

Three Peaks’ investment philosophy is derived from years of experience operating in the high yield asset class. They tend to focus their investments in industries that are mature in nature and have historically demonstrated the ability to support leverage throughout economic cycles. The firm then attempts to identify companies that have reasonably predictable revenue and cash flow traits and, more importantly, generate strong free cash flow. Their research team strives to uncover the intended use for free cash flow, as it can be paramount to a company’s future financial strength, credit profile and how its securities (bonds and stock) perform. The cornerstone of their philosophy is to identify companies with management teams that have a strong desire to repay debt and deleverage their balance sheet.

Functions as a College/University