Bill Dugdale

Jennison Associates aims to generate superior long-term investment outperformance. The firm manages portfolios based on internal fundamental research, bottom-up security selection and a highly interactive investment process.

Edgewood mainly manages large-cap growth equity portfolios of about twenty-two publicly traded companies. The firm identifies investments through research-driven fundamental analysis and employs a bottom-up approach in their investment analysis. They aim to diversify across growth rates and market caps to achieve the desired return and risk profile. Edgewood requires a majority vote by the Investment Committee to sell a stock. If a company misses earnings two quarters in a row, there is a 15% drop in the stock relative to its peers or if there is a change in industry or company fundamentals, the Investment Committee will discuss selling the stock, decreasing the weighting in the portfolio or adding to the weighting in the portfolio.

Functions as a College/University

Provides weight management solutions

Bell Rock primarily uses individual equities, fixed income investments, exchange traded funds (ETFs) and cash. All of which are considered asset allocation categories for the client’s investment strategy. Mutual funds are rarely used in managed portfolios. The firm uses fundamental analysis to help identify investment opportunities.

Montchanin AM specializes in Large-Cap Growth Equities.