Richard Gluck

Oppenheimer manages separate US small-, mid- and large-cap and value equity portfolios and separate non-US international and global equity portfolios. The firm also offers an array of separately managed institutional investment products. Their proprietary research approaches designed to deliver alpha to client portfolios. Oppenheimer's value strategies are designed to generate alpha through research insights that identify securities trading at a discount to intrinsic value. Their value strategy platform contains several equity strategies managed for long-term appreciation over a full market cycle. Their value strategies include large-cap value, mid-cap value, small-cap value, all cap value and balanced value. Oppenheimer's core strategies incorporate a value-oriented investment approach that emphasizes strong management and franchise quality when analyzing companies and identifying attractive investment opportunities. Their core strategy platform is managed for long-term appreciation over a full market cycle and includes large-cap focus, strategic equity, small-cap core and all cap equity. Oppenheimer's growth strategies employ a bottom-up fundamental research approach. The goal is to identify growing businesses through proprietary fundamental research, bearing in mind a long-term investment horizon. They believe this is the best way to identify differentiated insights about a stock's earnings potential and ultimately generate strong returns. Their growth strategies include large-cap growth, mid-cap growth, small-cap growth and 130/30 S/M growth. The firm's global strategies include core and value-oriented investment approaches that emphasize strong management and franchise quality when analyzing companies and identifying attractive investment opportunities. Their global strategy platform is managed for long-term appreciation over a full market cycle and includes international equity and global equity. Oppenheimer's fixed-income strategies incorporate a multi-sector approach investing in U.S. government, agency and corporate bonds. Their fixed-income strategies seek long-term outperformance of client specific benchmarks over a full market cycle. These strategies include fixed-income core, fixed-income core plus, fixed-income intermediate and fixed-income government/corporate. Oppenheimer also offers structured alpha strategies that integrate their proprietary index options approach with underlying fixed income, passive equity or active equity portfolios. The strategies are designed to achieve absolute-return, alpha-enhancement and beta-hedging. One of the key benefits of this approach is the consistently low correlation of the alpha source to the underlying portfolio. These strategies include structured alpha and enhanced index.

Provides investment advice

Trilogy Global Advisors primarily provides discretionary portfolio management regarding US and non-US equity securities. The firm generally invests companies they believe show sustainable earnings power and are either traditional or early-stage growth companies. Trilogy offers the following portfolio strategies: Global Equity, Global Concentrated Equity, Global Select Equity, International Equity, International Small Cap Equity, Emerging Markets Equity and Emerging Wealth Equity. They may manage some portfolios following other equity, debt or balanced investment strategies, but generally do not actively offer these strategies on an on-going basis. Trilogy employs a multi-step quantitative stock screening process to assist in portfolio construction. They rely primarily on internally or externally generated models to construct investment portfolios. Trilogy also purchases and/or receives research data and software from third parties to support their research process. Trilogy’s Global Equity, Global Concentrated Equity, Global Select Equity, Emerging Wealth and International Equity strategies generally look for companies with more than $1 billion in market-cap and companies with a debt to equity ratio of greater than 75%, excluding financials. Trilogy’s International Small Cap Equity strategy generally eliminates companies with less than $300 million and greater than $4 billion in market-cap and companies with a debt to total capital ratio of greater than 60%. Trilogy’s Emerging Markets strategy conducts a separate screening process that generally eliminates companies with less than $750 million in market-cap and companies with a debt to total capital ratio of greater than 60% and looks for projected revenue growth. Companies that pass this screen are combined with emerging markets stocks from the Global strategy list. For the Emerging Wealth strategy, Trilogy's' global sector analysts generally identify developed market companies with more than 20% of revenues originating in emerging markets and/or a substantial part of earnings growth driven from emerging markets. Emerging market companies with material revenues from developed markets are generally eliminated unless research determines future growth will be driven by emerging markets.

Itaú USA seeks long- or short-term capital appreciation, total return, or other objectives determined in consultation with a client. The firm generally trades actively, but at times may follow passive strategies, for all or part of a client’s portfolio. They may also engage in hedging and derivative strategies. Itaú USA overlays a top-down view on a bottom-up selection of managers, though the firm may not always engage in any conduct when making any particular investment decision or recommendation.

Functions as a College/University

Functions as a College/University

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