David Borah

The Boston Company Asset Management (TBCAM) offers both traditional and alternative equity investment products that encompass a variety of US, non-US and global strategies. The firm provides investment advice for the following types of strategies: US domestic equity, balanced, non-US equity, emerging markets equity and long/short equity. Portfolios generally are composed of individual securities. TBCAM seeks consistent delivery of alpha across a broad range of investment strategies. They are committed to a value-oriented, research-driven and risk-aware investment approach. TBCAM seeks to identify attractive stocks through rigorous quantitative and fundamental analyses blended with analysis of current business momentum and places controls on sector selection and, if applicable, country selection. Short sales and similar strategies are considered part of their overall investment strategy; however, they are not used across the account base in the management of account assets. The firm may use these strategies for certain accounts consistent with the client's guidelines, objectives, and restrictions.

WMC relies on their extensive independent research and includes portfolio management styles and approaches in equities, fixed income securities, currencies and commodities, as well as asset allocation across these categories. The firm has several different disciplines when approaching research and these include asset allocation analysts, currency analysts, data scientists, factor analysts, fixed income credit analysts, fixed income market analysts, global industry analysts and research associates, macro-analysts, quantitative analysts and technical analysts.

Century Capital Management mainly invests in the common stocks of US small- and mid-cap companies. The firm also serves as the advisor to one mutual fund that invests in US companies with mid-to-large market-caps. Century’s primary method of analysis is fundamental, bottom-up research. They analyze a company’s competitive advantage, potential for growth in revenue and earnings, return on equity, quality of management, and the ability of the company’s capital structure to sustain future growth. Quantitative tools are used to augment fundamental research, and each prospective holding is subject to a rigorous intrinsic valuation analysis. The Small Cap Growth strategy and Century Small Cap Select Fund invest primarily in the common stocks of US companies with small market-caps typically not exceeding that of the largest company in the Russell 2000 index over the prior 12 months that have a growth orientation. The Small-Mid Cap Growth strategy and Century Growth Opportunities Fund invest primarily in the common stocks of small and medium-sized US companies with market-caps of $800 million to $6 billion selected for their growth potential. The Small Cap Value strategy invests primarily in the common stocks of companies with small market-caps that have a relative value orientation. The strategy invests in companies across all sectors of the economy and may include investments in foreign securities. Century Shares Trust invests primarily in the common stocks of US companies. The fund typically invests in large and medium sized companies, but may invest in any company without regard to market-cap. The fund invests in companies across all sectors of the economy, but may favor companies in particular sectors or industries at different times. The Small-Mid Cap strategy invests primarily in the common stocks of small and medium-sized US companies with market-caps of $500 million to $10 billion selected for their growth potential.

Liberty Ridge focuses on domestic equities. Liberty Ridge Capital believes it adds the greatest value over all market cycles by consistently applying a time-tested, bottom-up stock selection process that combines the use of rigorous fundamental research with quantitative techniques. Liberty Ridge Capital seeks to select securities that offer the most attractive trade-off between valuation, near-term dynamics and long-term growth. They believe that superior investment results can be achieved by investing in companies that possess an attractive valuation relative to the broad market and peer group, display positive near-term business prospects and exhibit healthy long-term earnings growth potential. LibertyRidge employs a process that defines a manageable universe of stocks by utilizing proprietary quantitative screens to narrow their focus. Fundamental research further narrows the team's top investment candidates and then a portfolio is constructed based on process and account parameters. In seeking to identify attractive investment opportunities for the Focused, Large Cap, Mid-Cap and Small Cap Funds and the blend portion of the Strategic Small Company Fund, Liberty Ridge first creates a universe of companies whose current share price seems lower than their current or future worth. They consider factors like a company's earnings power vs. its current stock price, dividend income potential, its price-to-earnings ratio vs. similar companies, competitive advantages, like brand or trade name or market niche, management team, and current and future business prospects. Lastly, using their own fundamental research and a bottom-up approach to investing, Liberty Ridge identifies those companies which are currently out of market favor but have the potential to achieve significant appreciation as the marketplace recognizes their fundamental value.

Discovers and develops therapeutic products for cancer

GW&K is a research-oriented adviser that primarily employs fundamental analysis for the evaluation of investment opportunities and the construction of investment portfolios. The firm specializes in Municipal Bond, Taxable Bond, Equity and Multi-Asset strategies.

Functions as a College/University

Functions as a College/University

Operates as a biopharmaceutical company that develops molecules and oncology medicines