Ravi Patna

AOF is an active manager that employs a fundamentals-based, value-driven investment approach.

Operates as a management consulting firm

Functions as a College/University

NBBD-IM offers clients investment solutions across asset classes, styles, capitalizations and geographies in both public and private markets, as well as multi-asset class solutions that bring them all together. For equity investments, the firm tends to focus on stocks with solid balance sheets, relatively low price-to-earnings ratios, low price-to-cash flow ratios, strong cash flows, above-average yields, sustainable earnings growth, reasonable valuation multiples relative to growth prospects, sound franchise values and significant insider ownership. They use both top-down and bottom-up analysis to select investments. In addition, the firm uses options and futures and occasionally invests in ADRs and private equity opportunities.

JLL Partners invests in middle-market companies located in the US. The firm focuses on a broad range of sectors and industries. It provides financing for buyout and growth stage capital requirements with an investment size ranging from USD75 to 200 million and seeks controlling interest.

Hawk Ridge generally pursues a value-oriented strategy. The firm seeks to achieve equity like investment returns while taking on significantly less market risk than the broad market indices through long and short investments in publicly traded equity securities primarily in the US and other developed markets. They seek to achieve their objectives through thoughtful, in-depth due diligence and bottom-up, fundamental analysis of investments, including both quantitative valuation analysis and significant qualitative due diligence.