Byron E. Penstock

MFS focuses on identifying businesses with durable, long-term value through their active investment platform. The firm uses various methods to evaluate securities, including fundamental analysis and quantitative analysis.

Scharf invests alongside their clients and maintains a strict focus on valuation, margin of safety, investment flexibility and long-term perspective. Their time-tested investment strategy reduces volatility and better preserves and grows capital over the long-term. The firm’s investment process is highly selective and only companies with the best quantitative and qualitative characteristics are chosen for the client’s portfolio.

RS Investments provides investment advice to separately managed accounts and pooled investment vehicles across a range of investment strategies and styles. The firm offers value strategies, growth strategies, emerging markets, and international developed markets. In addition, they oversee the management of various fixed income strategies and a natural resources strategy (offered through the RS mutual funds). Sub-advisers manage the day-to-day investment programs of these strategies.

Functions as a College/University

Operates as a legal firm

Functions as a College/University

ArrowMark uses fundamental research and an opportunistic investment philosophy when investing. They focus on niche and less efficient market segments in public and private credit and equity, leveraged loans, and middle-market commercial real estate finance. The firm primarily invests for relatively long-time horizons, often for a year or more.