Michael Coleman

Functions as a College/University

PCA believes its disciplined, risk-focused approach helps enable consistent client outcomes while allowing for flexibility across mandates to address client-specific objectives. The three key components of their approach to asset management are: (1) client-centered orientation, (2) risk focus, and an (3) integrated team approach. They also provide custom fixed income management capabilities, based upon a client’s specific investment policies, permissible investments, and other portfolio management parameters.

Taika employs a Long/Short equity investment strategy primarily focused on Mid to Large-Cap US Equities and American Depository Receipts (ADR). In managing its portfolio, consistent with its broader investment thesis, the firm has discretion to identify, invest, and hedge in products outside of Mid to Large-Cap US Equities and ADR. Generally, their strategy will first identify a pool of candidates generated by its proprietary quant model. Once identified, Taika analysts assess fundamentals of the select equities from the candidate pool, then formulate an investment thesis for all finalists, whether long or short, where they are proposed to the CIO. The firm’s CIO is the sole decision maker for final investment decisions, as well as the management of invested assets thereafter. Ultimately, all investments must satisfy both Taika’s quantitative and fundamental standards for analysis.