Ivan Naranjo

Homestead Advisers employs equity, fixed income and money market investment strategies. Their equity strategy seeks capital growth over the long-term by investing in stocks of established companies they believe to be attractive and/or undervalued. The firm generally follows a bottom-up approach based on its fundamental research and consideration of variety of factors. Homestead Advisers’ fixed-income strategy primarily seeks current income while maintaining a low degree of fluctuation. In selecting portfolio holdings, the firm considers the outlook for the economy, monetary policy, interest rates and credit spreads.

Calvert Investment Management offers over 40 equity, bond, cash and asset allocation investment strategies, many of which feature integrated corporate sustainability and responsibility research. Calvert's equity mutual funds include both domestic and internationally-focused funds in the small-, mid- and large-cap spaces and incorporate many investment styles including core, value and growth, in addition to sector funds, index funds, and conservative, moderate and aggressive allocation funds. Many of the equity funds feature Calvert's SRI investment strategies. Calvert's fixed-income strategies are designed to help clients preserve capital and generate reliable income by emphasizing fundamental credit research and top-down macroeconomic analysis with the goal of delivering superior risk-adjusted performance. The firm's fixed-income mutual funds include portfolios that invest in instruments with multitude of target maturities ranging from ultra-short to long-term. The funds employ an active trading strategy seeking relative value to earn incremental income and most invest primarily in investment grade securities of US corporations and the US government and its agencies. The firm uses a top-down approach to establish broad duration and yield curve techniques and to find relative value across the broad sectors of the bond market including corporate bonds, below-investment grade, high yield bonds, Treasuries, agency bonds, ABS, MBS and taxable municipal debt.

Rydex Advisors offers institutional investors and financial intermediaries a wide variety of traditional and non-traditional investment products across 5 five distinct disciplines: (1) actively managed specialty fixed-income (2) value (3) growth (4) global equity and (5) quantitative. The firm employs a rigorous investment strategy in managing all of their funds. PADCO Advisors' benchmark funds seek to provide investment returns that correspond to the performance of a specific benchmark. Their sector funds are managed by teams who employ a quantitative model to select stocks and strive to be fully invested in their respective sectors. The firm's quantitative model involves screening stocks based on market-cap, liquidity and correlation relative to the entire industry sector. PADCO Advisors' quantitative strategy ranks stocks by market-cap and liquidity. For sector funds, the firm also considers the stock's correlation to the sector. The firm also utilizes long/short hedging methods and leveraging in some of their mutual funds. Though not limited by sector, PADCO Advisors tends to invest in the stocks of mid-cap and large-cap US companies in the electronic technology, technology services, healthcare technology, finance and non-energy minerals sectors.

Provides investment and money management services

Functions as a College/University

Calvert Investments is a global leader in Responsible Investing. The firm offers an array of equity, bond, cash and asset allocation investment strategies. They seek to deliver long-term performance to their clients and enable them to achieve positive impact. Many of their strategies are based on integrated environmental, social and governance research (ESG). The firm's actively managed equity funds employ a research process that examines a company's fundamental financial performance and its ESG practices. Calvert targets companies with strong management teams, solid business practices and competitive long-term performance potential. Calvert and their sub-advisors manage a range of small-cap, mid-cap, large-cap, balanced and asset allocation investment options across diverse investment strategies. Their equity funds include domestic, international, sector and global investment strategies and styles. Calvert's fixed-income investment approach employs a relative-value strategy and a four-tiered management approach that includes monitoring the yield curve and sector and credit analysis.

Provides investment advice