Andrew Pastor

Develops and installs software & provides professional services

Engages in the development and licensing of reservoir simulation software

BPIC focuses on active portfolio management that incorporates quantitative modeling and fundamental research. The firm provides superior, tax-efficient, long-term returns through prudent, risk-managed investments. Their investment strategy combines a bottom-up stock selection process with top-down analysis of the macroeconomic outlook and expectations for financial market returns. BPIC’s fixed-income philosophy employs a conservative and disciplined process that seeks to preserve capital and produce stable and competitive rates of return with reduced volatility.

SIM’s investment process includes value; relative value; screening for ideas; and fundamentals. The firm assesses the value and quality of individual companies from the bottom up. They opportunistically invest in good businesses when they are temporarily undervalued. SIM identify candidates through comprehensive fundamental analysis by: getting behind the numbers; understanding business fundamentals; and assessing management quality. The firm specializes in a relative value method. They have developed a proprietary screening tool to focus their attention on the highest-potential stocks. To draw out all the aspects of a company, SIM start with their research questionnaire. At this point of the process, the firm: investigate a company’s risk; complete an in-depth analysis of financial statements; have face-to-face meetings with management; arrange on-site visits with management; and conduct other competitive reconnaissance.

Provides auto, home, hospitality, travel, trucking and commercial property & casualty insurance services

Functions as a College/University

Operates as a holding company whose subsidiaries provide property and casualty insurance services

EdgePoint is a long-term investor that seeks to buy “growth” companies at “value” prices. The firm often follows a company for years before investing. They buy good, undervalued businesses and hold them until the market fully recognizes their potential. EdgePoint’s approach to fixed-income investing is the same way they do equity investing.