Anthony F. DeVicaris

MIMBT maintains a flexible strategy designed to conform with various clients’ individual investment objectives. The firm manages separate client-focused equity, debt, and balanced portfolios. They invest in the public equity and debt markets of the US, non-US, and other emerging economies. MIMBT seeks growth-oriented value stocks of small-cap, mid-cap and large-cap companies. The firm selects countries by utilizing a top-down approach and selects stocks using fundamental analysis with a bottom-up approach.

Penn Capital specializes in the leveraged finance market – the credit and equity of non-investment grade companies. The firm specializes in the fundamental, bottom-up research of underfollowed, speculative grade companies. They manage multiple investment styles that leverage coverage of publicly traded companies in the micro- to mid-cap range, as well as companies that issue non-investment-grade debt.

Bennett Lawrence Management (BLM) conducts in-house primary research to identify unique, high growth investment opportunities. Their strategies include: the Bennett Lawrence Growth Equity Composite, the Bennett Lawrence Mid-Cap Composite, The Bennett Lawrence Growth Equity Composite is an all-cap growth strategy. The composite contains the performance results of all fully discretionary portfolios in this strategy. The market-caps of these portfolios fluctuate depending upon market conditions. BLM's growth equity portfolios are suitable for investors seeking long-term capital appreciation. Investments are made in competitively advantaged companies that serve high growth markets. Portfolios are privately managed and tax considerations, social/religious concerns and other client issues may be included in the process. The Bennett Lawrence Mid-Cap Composite is a mid-cap growth strategy. The composite contains the performance results of all fully discretionary portfolios. 80% of the portfolio's equity market value is typically invested in the stocks of companies with a market-cap of $15 billion or less at cost. In general, the weighted average market-cap of the portfolio will be no more than 1.5 times the weighted average capitalization of the Russell Midcap Growth Index. Investments are made in competitively advantaged companies that serve high growth markets. Portfolios are privately managed and tax considerations, social/religious concerns and other client issues may be included in the process. The Bennett Lawrence Small-Cap Composite is a small-cap growth strategy. The composite contains the performance results of all fully discretionary portfolios. In general, 75% of BLM's small-cap portfolios' holdings will be in the shares of companies with a market-cap of $2.5 billion or less at the time of initial purchase. Portfolios seek to provide long-term growth investors a way to access growth opportunities in the shares of smaller companies. Portfolios are privately managed and tax considerations, social/religious concerns and other client issues may be included in the process. BLM's long/short seeks to amplify the core concepts of their growth investment approach through the use of leverage and short positions. The firm seeks to capitalize on the lack of Wall Street research coverage among smaller and mid-sized companies. They select long positions that can capitalize on the long-term earnings growth potential of competitively advantaged companies that are benefiting from strong demand trends. BLM's short positions focus on the shares of companies that have deteriorating growth prospects. The firm manages market risk through the use of both company specific short positions short sales of ETFs.

Functions as a College/University

Aegon AM US provides active management of portfolios that invest primarily in fixed income assets classes, but also may utilize equities, loans, and derivatives. The investment process for most of the firm's fundamental fixed income investment strategies combines top-down macroeconomic outlooks with bottom-up credit research in a procedure overlaid with risk monitoring and risk management. This disciplined process emphasizes consistent research and analysis of fundamentals, sentiment and positioning, technical, and valuation.