Erick Lucera

EVM invests in a wide range of financial instruments and asset classes. Their evaluation of investment alternatives places primary emphasis and reliance upon fundamental analysis of issuers of equity and debt securities; political, economic, and industry developments; money and capital market conditions, with attention to interest rate patterns; and any other factors that, in EVM’s judgment, may have an impact on the value of an investment.

Independence follows a multi-dimensional investment process applying fundamental research and quantitative modeling to create return predictions. In fundamental research, analysts determine how economic and competitive forces are likely to shape the prospects for each of the companies in their investment universe. The analysts interview the management of these companies, as well as suppliers, customers, competitors and other industry experts. Quantitative research is then used to translate these fundamental insights into computer-based methods for stock selection. Independence's investment philosophy and process seeks to minimize style and sector biases.

Develops heart assist devices

Triathlon Fund Management invests in stocks in North America and Europe focusing on the biotechnology sector. They are primarily small-cap investors that maintain a high turnover rate.

Private Equity Fund

Develops and commercialization therapeutics for dogs & cats

Develops and commercializes insulin drug delivery devices

Functions as a College/University

Provides accounting services