Russell Murdock

PLFA is an active investor which offers total return credit oriented fixed-income investment strategies to institutional investors. The firm’s investment process is anchored by a fundamental, bottom-up approach that is complemented by a top-down analysis.

Eclectic’s general investment strategy is to seek real capital growth proportionate with the level of risk the client is willing to take. The firm generally uses diversification to minimize risk and optimize the potential return of a portfolio. More specifically, they utilize multiple investment styles, market capitalizations, sectors, and regions to provide diversification among their mutual fund portfolios. Each portfolio composition is determined in accordance with the clients’ investment objectives, risk tolerance, and time horizon.

Seabreeze works with clients to develop a comprehensive investment strategy across the client’s assets or to design a specialized portfolio customized to the client’s objectives. The firm takes a value-oriented approach to choosing individual stocks for client accounts. Using fundamental analysis, they seek to identify undervalued securities for client portfolios. In seeking undervalued securities, many times they identify small and micro-cap stocks as investment opportunities. Seabreeze primarily seeks to hold securities for the longer term, especially in taxable accounts.

Functions as a College/University

Functions as a College/University