David Lubchenco

JHIUS offers US equity, global and international equity, fixed income, asset allocation and alternative investment strategies, including long-short portfolios. For their fundamental investment strategies, the firm seeks to add value versus benchmarks by actively pursuing alpha generation through their own intensive fundamental research. They utilize two complementary processes: a top-down macro analysis and a bottom-up risk/reward analysis.

Founders Asset Management looks for companies that have potential for strong earnings growth that can be sustained through market cycles and changing economic conditions, and can combine these qualitative strengths with the business savvy needed to produce the kinds of compelling quantitative strengths that look sound on a firm's balance sheet. They do not limit themselves to certain markets or sectors. The firm conducts bottom-up research with the application of an in-depth process that entails a company-by-company analysis of business models and fundamentals. They prefer to focus exclusively on uncovering growth-oriented stocks, regardless of their sectors or geographical location. Founders Asset Management's stock selection process is organic; they monitor current holdings on a daily basis. They use price targets to assess companies' contributions to portfolio performance, making adjustments if necessary. Though not limited by sector, Founders Asset management tends to invest in the stocks of US large-cap companies in the retail, technology services, electronic technology and health services sectors.

Baird Equity Asset Management manages client portfolios with full investment discretion and tailors its advisory services to the individual needs of clients. The firm analyzes a client’s specific needs, investment time horizon, and risk tolerance to help the client develop investment objectives and guidelines for the client’s portfolio. They seek to add incremental value through more bottom-up yield curve positioning, sector allocation, security selection and competitive execution of trades.

Scout is an active investment manager who applies bottom-up, repeatable processes that aim to generate positive alpha by applying research-based insights and analysis to portfolio construction. The firm's equity investment teams employ distinct investment philosophies and processes to achieve long-term capital appreciation objectives that are consistent with client goals. They focus on quality, identifying companies that have sound fundamentals, favorable growth prospects, competitive advantages and savvy management teams.

Transamerica Investment Management (TIM) offers growth, value, fixed-income and alternative investment strategies. Though not limited by sector, the firm tends to invest in the stocks of companies in the producer manufacturing, finance, technology services, electronic technology and health technology sectors. They invest globally, across all market-caps. TIM maintains a medium turnover rate. TIM's growth strategies seek to invest in companies whose earnings are expected to grow at an above-average rate relative to their industry or the overall market. The firm invests in high-quality companies with superior business models that exhibit catalysts for positive change which can result in rapid growth in earnings, revenues and discretionary free cash flow. Their growth strategies include: micro-cap growth, small-cap core, small-cap growth, small/mid-cap growth, mid-cap growth, large-cap growth, diversified equity, concentrated all-cap growth, global growth and balanced. The firm's micro-cap growth equity portfolio invests in the stocks of 60 to 100 small-cap companies with market-cap of $10 million to $300 million. TIM's small-cap core equity strategy invests in the stocks of 40 to 80 companies with market-cap of $100 million to $3 billion. The firm's small-cap growth equity strategy invests in the stocks of 40 to 80 companies with market-cap of $100 million to $3 billion. TIM's small/mid-cap growth strategy invests in the stocks of 40 to 80 companies with market-cap of $300 million to $5 billion. The firm's mid-cap growth strategy invests in the stocks of 30 to 40 companies with a market-cap of $1 billion to $20 billion. Their large-cap growth equity strategy invests in the stocks of 30 to 50 companies with a market-cap greater than $3 billion. Their diversified equity strategy invests in the stocks of 40 to 60 companies that have a market-cap greater than $3 billion. Their concentrated all-cap growth equity strategy invests in the stocks of 40 to 60 companies with a market-cap greater than $100 million. The firm's global growth equity strategy invests in the stocks of 25 to 35 companies with a market-cap greater than $3 billion. TIM's balanced portfolio seeks to provide long-term capital appreciation and income through investments in large-cap growth companies and high quality fixed-income securities combined with a strategic asset allocation overlay. TIM's value investment strategies seek to invest in the stocks of undervalued companies whose current stocks prices underestimate the companies' ability to generate profits or earnings in the future. The firm invests in companies that have attractive valuations but offer above average growth potential. They also look for companies with operating and competitive characteristics that provide downside protection. TIM's value strategies include small-cap value, all-cap value and small/mid-cap value. TIM's small-cap value strategy invests in the stocks of 40 to 60 companies with a market-cap of $100 million to $2.5 billion. Their small/mid-cap value strategy invests in the stocks of 40 to 60 companies with a market-cap of $300 million to $5 billion. The firm's all-cap value strategy invests in the stocks of 40 to 60 companies with a market-cap greater than $300 million. TIM's fixed-income strategies seek to provide current income and preservation of capital. The firm strategically manages security selection, sector weightings, duration and term structure. Their fixed-income strategies include: high yield bonds, core fixed-income, core (aggregate fixed-income) and core plus fixed-income. The firm's core fixed-income portfolio invests in 40 to 60 investment grade fixed-income securities with a focus on bonds whose potential for credit improvement is not reflected in current valuations. The primary benchmark for this discipline is the LBGC Bond Index. TIM's core (aggregate) fixed-income portfolio invests in 40 to 60 fixed-income securities with a focus on high-quality bonds whose potential for credit improvement is not reflected in current valuations. The primary benchmark for this discipline is the LB Aggregate Bond Index. TIM's core plus fixed-income portfolio invests in 40 to 60 investment grade fixed-income securities with a focus on bonds whose potential for credit improvement is not reflected in current valuations. The primary benchmark for this discipline is the LBGC Bond Index. The firm's high yield bond portfolio invests in 40 to 60 higher yielding, lower rated fixed-income securities with a focus on high quality bonds whose potential for growth is not reflected in the current bond market valuations. The primary benchmark for this discipline is the ML All High Yield Master Bond Index. TIM's alternative investment strategies include non-traditional asset classes and provide additional investment opportunities for the institutional investor. The firm also manages private investment vehicles for accredited investors and qualified purchasers. The firm's convertible securities portfolios seek to provide long-term capital appreciation and income by investing in 40 to 60 large company growth convertible stocks that have a market-cap greater than $5 billion.

Functions as a College/University

Functions as a College/University

Chautauqua Capital Management employs long-only, global and international portfolios using a growth investment strategy. The firm actively manages a concentrated, conviction-weighted portfolio of advantaged companies. The firm seeks to identify and invest in companies with sustainable competitive advantages and which stand to benefit from long-term trends.