Graham McPhail

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.

Price Associates uses a complex and multifaceted approach to investment analysis and asset management decisions. They integrate ESG factors into their investment research process. The firm focuses on the ESG factors they consider most likely to have a material impact on the performance of securities in client accounts. Price Associates also focuses on their analytical process on three areas of research: the industry, the contracts issued, and the creditworthiness of each individual issuer.

Kaplan invests in small- and mid-cap companies management views as high quality that are reasonably easy to understand, have favorable long-term prospects, are managed by competent individuals with integrity and are available at a price that represents a discount from its intrinsic value.

Real Estate Investment Trusts

Functions as a College/University

Evergreen Investments & Management invests in early-stage and start-up companies located in the Southeastern United States with particular emphasis on Nashville, Tennessee and the surrounding area. The firm focuses on sectors such as health services and technological services. It participates in early-stage transactions with an investment size of USD .25- 1 million. It takes a seat on the board of directors.

Rock Springs’ funds aim to generate capital appreciation through investments in a combination of public and private securities of companies in healthcare and healthcare-related industries. The funds focus mostly on public equities, utilizing a long-term, research-intensive approach to investing.

Functions as a College/University