Carlos Castellanos

Provides brokerage services

Principal AM has divided their investment management operations into several unique boutiques. The equities boutiques render advice primarily for equity securities. They utilize internally generated fundamental research that focuses on bottom-up stock selection within a sophisticated comparative framework. The fixed income boutique renders advice primarily for debt securities. Their currency boutiques render advice for active and passive currency. Applying a fundamental-discretionary, macroeconomic theme-based investment approach to portfolio management, the strategies include absolute return as well as base currency hedging strategies.

Functions as a College/University

Crystal Rock specializes in managing publicly traded equities for private investors. The firm seeks to deliver superior, risk-adjusted, equity investment returns by constructing and managing a longer-term oriented, concentrated portfolio and attracting a stable long-term capital base. They use fundamental analysis to uncover opportunities and anticipate revisions in market expectations. Crystal Rock invests in, and closely monitors, a portfolio of “best ideas”, typically consisting of approximately 20 to 25 stocks.

Functions as a College/University

Samsung NEXT invests in companies located in the US, the UK, and Germany. The firm targets companies operating in the fields of artificial intelligence & intelligent machines, healthtech, consumer services, and frontier technology sectors. The firm provides financing in the form of equity for pre-seed, seed, early and later stage capital requirements.