Sergey L. Dubin

Palisade employs a comprehensive, bottom-up, fundamental investment philosophy. The firm seeks to minimize downside risk, while striving for consistent and attractive return potential by focusing on investing in companies where opportunity and value present themselves.

Harding Loevner invests primarily in publicly traded global equities which seeks superior returns. Their investment philosophy emphasizes long-term investments in high quality, growing businesses, and their investment approach relies on in-depth fundamental research including analysis of the competitive structure of global industries and the competitive position of individual companies. The firm builds model portfolios from the bottom-up, so the sector and country allocations in their strategies are primarily the result of individual stock selection, and not a top-down country or sector allocation process.

Bear Stearns Asset Management, Inc. is an asset management firm and broker/dealer located in New York City. The firm is a subsidiary of JPMorgan Asset Management, Inc. and their ultimate parent is JPMorgan Chase & Co., Inc. (NYSE: JPM). They manage equity and fixed-income separate accounts, mutual funds, hedge funds, private equity funds and venture capital funds. Their clients include corporations, municipal governments, multi-employer plans, endowments, foundations, family groups and high net-worth individuals

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Provides investment advice

INTL Consilium specializes in emerging markets and convertible bond arbitrage investing. The firm offers investment products employing several strategies. Their emerging market absolute return strategy focuses on relative value trades in emerging markets which balance long positions against short positions to achieve absolute returns. Consilium's research approach combines fundamental, bottom up analysis, often done by their on-site analysts, with a top-down view of market liquidity, economic, political and industry-specific trends. Portfolio construction emphasizes low net market exposure, moderate use of leverage and effective diversification to minimize volatility. They may also use a variety of other strategies including corporate credit relative value, yield curve relative value, cross-country long/short, credit default swap basis, cross currency relative value, credit long/short, equity long/short and relative value, domestic international share class, relative value, capital structure share class relative value and stressed/special situations. Consilium's Africa Strategy focuses on capital appreciation and income through investments in debt and equity securities, in hard or local currency, listed locally or externally in any sovereign or corporate entity located in Africa and the Middle East. The strategy utilizes shorting and hedging to simultaneously reduce risk and generate extra income. The goal of the strategy is to produce consistent absolute returns while maintaining attractive risk-adjusted return profiles, regardless of global market conditions. Consilium also employs arbitrage strategies including convertible bond arbitrage, capital structure arbitrage and special situation arbitrage. These strategies are designed to produce returns not correlated with any major asset class. Capital preservation is their primary concern. Consilium seeks anomalous relative asset pricing and trading opportunities in capital markets, striving to arbitrage between the current perceptions of value rather than relying on the uncertainty of future value. Convertible bond arbitrage includes interest rate, equity derivative and credit arbitrage. This approach pursues traditional and more esoteric forms of arbitrage, without relying on high equity volatility and stable credit. Capital structure arbitrage involves the use of two classes of capital, usually of the same issuer. It usually uses a corporate bond, an equity option, equities or credit default swaps. It seeks to utilize the different value placed on a company's assets by the debt and equity markets, allowing a debt investment to be paired with an equity hedge or investment to produce an acceptable risk return profile. Consilium serves as the investment sub-adviser to two absolute return portfolio products that are part of the American Express World Express Funds family. They focus on emerging market debt combined with credit derivatives such as options, swaps and futures.

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Consilium is an active manager that trades and invests mainly in debt and equity securities traded in non–US and US public markets. Their portfolio sizes are focused and are constructed with an index-agnostic philosophy.