Robert John Thomas

DIMA typically invest in securities that appear to offer the best potential to meet client needs, which may include any number of factors such as: yield, value, growth, income, etc. The firm utilizes a variety of quantitative and qualitative techniques in trying to meet clients' investment objectives. Portfolio management constructs the strategy using a combination of top-down macro views and bottom-up research along with risk management strategies.

Provides brokerage services

Security Capital invests across the dynamic, liquid, all-tranche US real estate security universe. Their process provides a strong foundation for the firm's conviction-oriented investment style by integrating exhaustive, comprehensive research and analysis on real estate sub-markets, company cash flow potential and market-pricing trends for all capital tranches. The firm employs a bottom-up investment process combining active fieldwork, interaction with real estate company management, scrutiny of public filings, and detailed cash flow analysis.

RREEF primarily manages direct real estate, as well as real estate, real asset, and infrastructure securities portfolios. The firm implements a rigorous, value-focused bottom-up investment process.

Henderson Global Investors North America (HGINA) offers their clients access to skilled investment professionals across a broad range of asset classes, focusing on the Henderson Global Investors' core capabilities of global equities, European equities, global fixed income, multi-asset, REITs and diversified alternatives. HGINA is the investment advisor to the HGF Funds. Henderson Investment Management Ltd. (HIML) provides sub-advisory services with respect to the following series of the HGF Funds: Henderson European Focus Fund, Henderson International Opportunities Fund, Henderson Global Equity Income Fund, Henderson Emerging Markets Fund, Henderson Unconstrained Bond Fund, Henderson Dividend & Income Builder Fund, Henderson All Asset Fund, Henderson Global Technology Fund, Henderson Strategic Income Fund and Henderson International Select and International Long/Short Fund. HGINA is the investment sub-advisor to the First Trust Dynamic Europe Fund, an exchange-traded closed-end fund. HIML is the sub-sub-advisor to the fund and is responsible for the investment decision making and security selection for the portfolio, other than for the option overlay strategy. Henderson Global Capital Management (HGCM) provides sub-advisory services with respect to the Henderson US Growth Opportunities Fund, a series of the HGF Funds, and is responsible for selecting securities and investment decision-making with respect to the fund. HGINA applies its own analysis to the Henderson High Yield Opportunities Fund series of the HGF Funds. HGINA is the investment adviser to unregistered pooled investment vehicles and other privately offered vehicles. HGINA engages AlphaGen to provide sub-advisory services to these accounts and vehicles and AlphaGen is responsible for investment decision making. HGINA is the investment advisor to several institutional clients. However, HIML and AlphaGen provide sub-advisory services and are responsible for selecting securities and investment decision making for certain strategies. HGINA is the investment adviser for the US High Yield and Global Commodities strategies. The US High Yield strategy seeks to exploit the inefficiencies of the high yield market through the use of in-depth, fundamental disciplined analysis to identify mispriced securities to construct a high conviction, concentrated portfolio. The Global Commodities strategy aims to generate returns that are equal or higher of that of major global commodity indices with the same or lower volatility over the long-term. The investment team seeks to add value through duration management and roll timing in specific commodity markets. The investment approach is purely quantitative and systematic and does not rely on fundamental factors.

Provides investment advice

Functions as a College/University

NAM provides its services across a broad array of fixed income, equity and other investment strategies, including in the broad categories of municipal bonds, taxable fixed income, global and international, value, growth and core, public real assets, asset allocation, quantitative/enhanced, alternative and customized strategies. Depending on the strategy, the firm invests in a variety of securities and other investments, including in certain cases derivatives, and employs various methods of analysis and investment techniques.

InfraBridge US employs a bottom-up and analytical investment approach. Potential investments are critically evaluated on a standalone basis as part of an initial screening process and then further analyzed within the context of the applicable InfraBridge UK client to determine the benefit the investment would bring to the overall client portfolio. Analysis is typically focused on the investment’s operational performance and forecast, as well as other financial analysis, such as capital structure, FX and tax modeling.