Lee Andrew Hathaway

Glenview's investment process employs deep, fundamental research and individual security selection primarily within equity and credit-oriented strategies. The firm employs a GARP investment approach that focuses on companies in stable industries, with recurring revenue streams or entrenched market positions. They may also focus on contrarian investments (cyclical or company specific). Glenview often combines GARP and contrarian investing when a steady growth business emerges within a company as the dominant economic force over a more challenged business unit.

PFM generally uses bottom-up analysis in an attempt to identify transformational changes, trends, investment themes and core investment opportunities across asset classes and geographies. Their investment strategies are currently (1) Healthcare, which primarily invests in the global healthcare industry, (2) Growth Equity, which primarily invests in growth equity healthcare investments and (3) Biotech Opportunities, which primarily invests in biotech investments. The firm utilizes certain co-investment vehicles from time to time for investment opportunities in privately held companies.

Functions as a College/University

Provides brokerage services

Water Street Healthcare invests in companies located in the United States. The firm focuses on the healthcare sector such as pharmaceutical & life sciences, medical products & diagnostics and healthcare services sectors. It participates in growth and buyout stage capital transactions.

Freestone Grove’s Funds aim to consistently generate high quality risk-adjusted returns through a combination of deep fundamental research and quantitative modeling. The firm seeks to achieve the Funds investment objective through a primary strategy that seeks to combine bottom-up analysis coupled with proprietary portfolio construction and risk management processes. Freestone Grove constructs a beta-neutral, long/short portfolio with an emphasis on idiosyncratic risk across six core sectors: consumer, healthcare, technology media telecom (TMT), industrials, financials and natural resources.