Paul D. Foster

MIMBT maintains a flexible strategy designed to conform with various clients’ individual investment objectives. The firm manages separate client-focused equity, debt, and balanced portfolios. They invest in the public equity and debt markets of the US, non-US, and other emerging economies. MIMBT seeks growth-oriented value stocks of small-cap, mid-cap and large-cap companies. The firm selects countries by utilizing a top-down approach and selects stocks using fundamental analysis with a bottom-up approach.

Sturdivant utilizes a value-driven research approach. They offer separate account large-cap value, all-cap and concentrated investment styles. Sturdivant's research team performs traditional fundamental bottoms-up company and industry analysis in addition to having a team dedicated to quantitative portfolio strategy. Their core approach to fundamental analysis is to identify and understand attractive companies and industries in which to invest. The process of evaluating companies under coverage involves a qualitative assessment of management and its competitive threats and opportunities. Sturdivant ties this assessment to a company's financial performance through their financial statements. The last step is to make a risk adjusted assessment of value. Typically this assessment is based upon a minimum of two methods with free cash flow generation typically serving as the primary methodology. Sturdivant's portfolio research leverages their fundamental research with quantitative analysis. They blend proprietary valuation techniques with appropriate back tests on a variety of approaches. However, the cornerstone of many of their services relies on earnings revisions. They employ a proprietary software program that analyzes and screens their ratings and other fundamental variables.

Turner Investment Partners (TIP) provides investment management and distribution services. The firm's investment strategies include: US growth equity, international/global growth equity, long/short equity, 130/30 equity, core/value equity and quantitative equity. TIP invests in growth and value stocks of all market-caps and in bonds of various maturity averages. The firm applies uniform investment processes to all their stock and bond portfolios and mutual funds. Their investment process maintains a strong sector focus. They employ a three-step investment process begins with a proprietary model that uses over 70 factors to screen securities. An analysis that is updated monthly determines which factors can predict strong earnings and growth in each sector. Only those securities that are identified in the top third of their asset class in each sector are targeted for potential purchase. TIP then performs thorough fundamental analysis on potential companies. TIP track a company's money flow and strength relative to its peers and its overall sector. When the fundamentals are strong, the firm uses technical analysis to identify the best time to buy a security. For those products closely tied to a specific benchmark, Turner maintains sector weightings totally in line with the benchmark. A security may be sold if: (1) earnings are lower than expected (2) fundamentals deteriorate and/or (3) if better investment opportunities are identified.

Functions as a College/University

Functions as a College/University