Kenneth C. Anderson

Fortis Investment Management's product offerings include investments in equities, fixed-income, currencies, structured finance and alternatives. The firm manages equity portfolios across a range of market-caps and regions using a variety of investment styles. Their fixed-income and currencies investment center manages specialized strategies including credit, duration and currency overlay offered as aggregate and absolute return portfolios. Fortis Investments Management's structured finance group manages a variety of structured fixed-income investment solutions. The firm's alternative investments include a number of investment centers that manage individual alpha strategies, such as sustainable and socially responsible investments and convertible bonds. Though not limited by sector, Fortis Investment Management tends to invest globally, primarily in the stocks of mid-cap and large-cap companies in the finance, electronic technology, health technology sectors, energy minerals and non-energy minerals sectors. The firm maintains a medium turnover rate.

VAM employs a bottom-up approach to portfolio management in the small-cap arena. Primary emphasis is placed on identifying companies that have a recent history of positive earnings surprise and upward revisions in consensus earnings estimates. They believe that earnings surprises and estimate revisions are better predictors of future stock price performance than more traditional approaches that are based on minimum absolute growth targets. VAM begins their investment process by screening for companies that rank in the top 20% of all companies based on earnings estimate revisions and quarterly earnings surprise. Further emphasis is placed on companies where VAM's internal expectations are materially different from that of the consensus. Cash Flow Return on Investment is the key metric on which they focus to determine the longer potential earnings power of a company. In the next step, technical analysis is used to provide market confirmation of VAM's fundamental findings. They use technical analysis not only for confirmation, but also to establish a framework for risk versus reward. Sector selection or rotation is not a primary focus. However, this does not preclude the firm from having several companies from a particular industry or sector in the portfolio at a given time. Risk management at VAM emanates from their sell discipline. Portfolios are reviewed on a daily basis in an effort to ascertain the performance of each position. A stock is sold or reduced in size when a company does not meet internal expectations, which may or may not be similar to Wall Street expectations. A stock may also be sold due to a change in strategic market outlook, becomes fully valued or a better idea develops.

As an active manager, ABN AMRO Asset Management seeks consistent performance within a well-monitored risk environment. Equity investments are biased toward quality growth companies that are expected to outperform over the long term. They favor companies that are dominant in their industries and represent quality among their peers. AAM blends company and sector views with macroeconomic analysis. Their fixed-income investment process takes financial, economic, valuation and sentiment factors into account as well as the macroeconomic climate, shifts in capital flows and trends in the market. This approach is based upon a fundamental approach to duration, yield curve and spread analysis. Portfolio management teams make the final investment decisions based primarily upon internal analyst recommendations. Research is bottom-up and fundamental with quantitative systems and screens used to support and confirm analyst ratings.

Provides capital solutions to mid-sized investment management firms

Acts as Open-End Investment Fund/Unit Trust

TAMRO Capital Partners specializes in the management of core equities. The firm offers three investment strategies: US Small Cap, International Small Cap and US Diversified Equity. They employ an opportunistic, bottom-up investment process designed to produce superior performance regardless of the market environment and popular investment trends. TAMRO's objective is to outperform the market over a full investment cycle. The firm's investment philosophy is characterized by three main tenants. TAMRO invests in companies that possess a sustainable competitive advantage. They widen the scope of opportunistic investing by focusing on "leaders, laggards and innovators," rather than just growth or value. Typically, each new position must have at least a 3:1 upside-reward to downside-risk ratio, as calculated by TAMRO using various valuation metrics. TAMRO's bottom-up research effort results in domestic portfolios of around 50-70 equity securities representing their best investment ideas. To ensure diversification, limits are set for how much TAMRO can overweight or underweight industry sectors versus the benchmark. Average domestic position sizes are 1.5%-2% of the portfolio. TAMRO's International Small Cap strategy typically holds 40-60 publicly listed stocks of companies based outside the US and may hold up to 40% in emerging markets. Average international position sizes are 1.5%-2.5% of the portfolio. TAMRO’s Diversified Equity strategy is an opportunistic core strategy holding primarily large cap stocks, with the ability to make select investments in small- to mid-sized stocks.

Functions as a College/University