Jack McPherson

Amundi US selects investments from a wide range of asset classes and employs a variety of styles in managing client assets. Regarding equity securities, the firm employs fundamental and quantitative research to their portfolio management approach. With respect to fixed income securities, their investment professionals consistently apply well established means of identifying potentially rewarding securities. Whether applying top-down analysis that leads to selection of government bonds, or the bottom-up approach that ends with corporate bonds being selected, the investment management team's goal is portfolio construction that matches product objectives and supports investors’ goals.

Eagle Boston Investment Management is a small-cap core manager with a value bias. They seek to build portfolios consisting of the stocks of high quality growth and value companies that have the potential to improve in growth and profitability beyond the market's current expectations that are trading at a discount to their intrinsic or private market values. The firm uses proprietary, bottom-up, fundamental research to identify and invest in a limited number of small- and medium-sized companies that meet certain business and valuation criteria. Eagle Boston's comprehensive due diligence process typically includes company and competitor visits and the development of proprietary analysis and models to value their holdings. The firm's investment approach is designed to create an opportunity for strong investment returns while also reducing downside risk. Eagle Boston seeks to invest in companies that have 3 to 4 times the upside growth potential compared to their downside risk. They look for companies operating in industries with favorable supply/demand dynamics. They also look for companies in industries with a competitive environment that allows for attractive returns on capital. Companies should have clean balance sheets, neutral-to-positive free cash flow and stable-to-improving margins, returns and earnings.

Middleton & Co. actively manages the asset allocation process. The firm establishes appropriate target ranges for the major asset classes within a portfolio based on each client's requirements for income, liquidity, capital appreciation, taxes and risk tolerance. Relative valuations among asset classes and forward-looking analysis are used to determine where, within the target range, the allocation should be set. Portfolios are adjusted as valuations change between asset classes.

Evergreen Investment Management offers a variety of equity investment products including domestic, international, global and emerging markets portfolios which are available using both fundamental and quantitative investment processes. The firm's domestic and international fixed-income strategies include short-term, money market, municipal, investment grade, high yield and structured solutions. Though not limited by sector or market-cap, the firm tends to invest in the stocks of companies in the finance, electronic technology and health technology sectors. Evergreen invests globally across all market-caps. The firm maintains a medium turnover rate. Evergreen's domestic, international and global strategies are managed by Metropolitan West Capital Management (MWCM). These strategies invest in high-conviction ideas with a long-term focus on value. MWCM employs rigorous research and an objective sell discipline to construct and actively monitor portfolios of high quality companies around the world. Evergreen's enhanced equity strategies are managed by Global Strategic Products. The strategies seek to achieve repeatable, competitive results through a disciplined quantitative approach. Portfolios are designed to seek consistent outperformance of their benchmarks with lower risk. The strategies employ disciplined proprietary analytical tools and systems to identify repeatable sources of value in the equity markets. Strategies include index and enhanced index equity products. The firm's core equity strategies are managed by Golden Capital Management. These strategies use a consistent, risk-controlled approach to core investing through all market cycles with a focus on capital growth and preservation. Portfolios consist of companies with attractive valuations and strong earnings that produce competitive long-term returns with relatively low volatility. The core-style investment process blends quantitative and fundamental analyses. Evergreen's domestic and international equity strategies are managed by Berkeley Street Equity. The strategies use fundamental analysis to identify companies with superior growth and value potential. Berkeley Street Equity constructs and monitors portfolios across the full range of core equity, sector-specific and international mandates. They employ fundamental, bottom-up research to identify quality investments for their growth and value portfolios. In addition to their US market portfolios, Berkeley Street Equity also offers global and international portfolios designed to provide investors with broad global diversification through core, fundamentally-oriented portfolios that are responsive to changing global equity markets. The firm's global fixed-income strategies are managed by First International Advisors. The strategies invest in investment grade, non-US debt securities while also seeking capital appreciation opportunities in emerging markets and below investment grade bonds. The firm pursues a variety of sectors and regions for diversification and offers currency overlay capabilities.

Owns 45 institutional investment firms

Functions as a College/University

Functions as a College/University

Aristotle Boston offers Small-Cap Equity and Small/Mid-Cap Equity investment strategies that aim to maximize long-term returns with great emphasis placed on capital appreciation and relatively little emphasis on current income. The strategies are well diversified by sector. The firm uses a fundamental, bottom-up approach to security selection.