Evan D. Rothschild

Mutual funds manager

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.

MIMBT maintains a flexible strategy designed to conform with various clients’ individual investment objectives. The firm manages separate client-focused equity, debt, and balanced portfolios. They invest in the public equity and debt markets of the US, non-US, and other emerging economies. MIMBT seeks growth-oriented value stocks of small-cap, mid-cap and large-cap companies. The firm selects countries by utilizing a top-down approach and selects stocks using fundamental analysis with a bottom-up approach.

BNYMIA’s investment approach is a team approach where portfolio managers and the research team share information to form a disciplined and consistent strategy that meets the client’s diversification, credit quality, liquidity and average weighted maturity requirements. The firm’s credit research function is fully independent from portfolio management and their dedicated research team employs a deliberately conservative policy, when evaluating individual credits, to help support portfolio credit quality and stability.

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.

Functions as a College/University

Provides securities brokerage and investment management services