Matt J. Lovejoy

Knott Capital Management invests primarily in the stocks of US large-cap companies in the finance, electronic technology, technology services, healthcare technology and energy minerals sectors. The firm employs a top-down investment process that is based on the economy and interest rates. They begin with an in-house macroeconomic forecast that incorporates GDP, interest rates, Federal Reserve policy, inflation/deflation pressures, labor market studies and productivity gains. Knott Capital Management overweights sectors whose fundamentals are more favored by a macro view. They underweight or avoid industries that are impaired by the forecast. The firm uses a bottom-up approach to select individual securities. This process incorporates in-house, independent and Wall Street sources. They look for companies within their identified sectors with superior products/services, strong business models with pricing power and exceptional management teams. From a valuation standpoint, Knott Capital Management invests in companies that trade at a reasonable multiple relative to their normalized growth rate, their sector peers and the market. The firm maintains a very high turnover rate

SIMC's strategic focus is on active asset management, which consists of five key components: asset allocation, portfolio design, sub-advisor selection, portfolio construction and risk management. Their philosophy and process offer clients personalization, diversification, coordination and management and represents a strategy geared toward achieving long-term investment goals in various financial climates. The firm manages products across a very wide range of investment strategies.

Knott Asset Management focuses on investments in US, non-US and emerging markets. The firm's investment approach is based on the principles of capital preservation. The firm employs a globally flexible, disciplined, bottom-up investment approach that focuses on investments in the stocks of undervalued, strong and sustainable businesses. Knott Asset Management's stocks selection process focuses on 3 criteria: fundamental profitability, franchise/irreproducible competitive advantage and undervaluation. They offer their unique, risk-averse investment approach to investors in separately managed accounts and through a mutual fund. Knott Asset Management's strategies include the Global Flex Strategy (formerly Vedette Global Equity) and US Core (formerly Knott Equity Capital). The firm's Global Flex Strategy is suitable for clients seeking exposure to the most attractive opportunities worldwide. The strategy seeks to produce exceptional long-term results, with emphasis on capital preservation. It is available in separate accounts. Knott Asset Management's US Core Strategy is suitable for clients seeking exposure to the best opportunities in the American equity markets. The portfolio seeks to outperform the overall US market over a full cycle, with emphasis on capital preservation. It is available in separate accounts and in the Quaker Capital Opportunities Fund, a mutual fund distributed by Quaker Funds.

Functions as a College/University

Functions as a College/University