Daniel Christopher Downes

Ardsley Partners seeks to maximize returns over time through superior stock selection and the active management of long-short equity portfolios dedicated to Renewable Energy/ Clean Tech. in diversified sectors including Technology, Healthcare, Biotechnology, Cap Goods & Industrials, Alternative Energy, Energy and Consumer Related. Their portfolio managers employ a rigorous, bottom-up strategy in constructing the portfolios and place emphasis on companies with above average growth trajectories that are reasonably valued.

LKCM is an active, fundamentals-based, long-term manager which aims to invest in high quality businesses that they believe will produce consistent, repeatable and superior risk-adjusted returns. The firm offers several equity, fixed income and alternative investment approaches, which are generally available through separately managed portfolios, the LKCM Funds, affiliated private investment partnerships and special purpose private investment partnerships.

York is a global, event-driven investment firm which specializes in M&A transactions, distressed situations, restructuring opportunities and special situations including spin-offs and split-ups, litigation opportunities, shareholder agitation and proxy contests, balance sheet arbitrage and consolidations. The firm seeks to generate consistent superior investment results relatively independent of the returns generated by the overall equity markets. Their approach is opportunistic and builds portfolios from the bottom-up on a trade-by-trade basis in response to market conditions.

Provides brokerage services

Functions as a College/University

Catapult Capital invests primarily in the North American capital markets. The firm employs multiple portfolio managers with specialized expertise in particular sectors, industry groups, or financial products. Portfolio managers are generally making investments based on detailed fundamental analysis of the industry, company, or products. Within their particular specializations, the managers and their teams of analysts determine the optimal mix of instruments on a relative value basis, aiming to maximize return while minimizing direct market exposure and controlling risk. Using this approach, the firm seeks superior risk-adjusted returns while minimizing correlation to the overall market or specific investment sectors. Catapult Capital has in place risk management processes to achieve portfolio diversification with defined parameters for each portfolio manager.

Federally chartered commercial bank

WaveFront US manages investment partnerships that implements various investment strategies including macro strategies and absolute rate of return strategies. Both strategies trade and invest opportunistically in a broad range of markets, instruments and asset classes. The firm incorporates a top-down macro portfolio management approach that assesses macroeconomic variables in an attempt to identify relevant investment themes, particular investment opportunities and overall portfolio exposures.

Profile Unavailable.