Joe Barrow Tracy

Operates as a stock brokers and dealers

Functions as a College/University

Provides investment research

Crestridge's investment approach focuses on the fundamentals-driven selection of core long and short positions and opportunistic trading of stocks, options and ETFs. The Crestridge Validus Fund LP focuses on small-caps and takes a bottom-up approach to establishing long/short positions in a variety of sectors. They use ETFs to limit risk. The Crestridge Validus Fund II LP emphasizes mid and large-cap companies and invests in ETFs or ultra ETFs and stocks. They establish long (short) positions and write call (put) options against those positions. They employ opportunistic trading of options and ETFs to capitalize on volatility/irrational pricing. To remain flexible, the fund has no specific restrictions on long or short emphasis or position concentration. They generally do not have more than 10% invested in any single position. The Crestridge Capital Long/Short Offshore Fund is an offshore version of the Crestridge Validus Fund II.

Bison primarily invests in ETFs, mutual funds and common stocks based on each client’s unique investment objective and risk tolerance. ETFs and mutual funds are generally evaluated and selected based on a variety of factors such as past performance, fee structure, portfolio manager, fund sponsor, overall ratings for safety and returns, and other factors. When selecting individual common stocks for client accounts, the firm generally uses fundamental analysis.