Walter K. Giles

Cannell & Co. is a value-based, long-term investor. The firm invests their clients’ assets in common stocks of publicly traded companies as the best way to preserve and enhance purchasing power over time. When appropriate, they may also include a fixed income component to balance a client’s portfolio. A client’s asset allocation is determined by a thorough understanding of their financial circumstances and objectives. They build concentrated portfolios that are risk-managed without over-diversification.

BM&O aims to preserve and grow the purchasing power of client capital by investing in the securities of corporations with sound, long-term fundamentals. The firm concentrates client capital into 20-25 businesses that a) generate economic returns far in excess of their costs of capital, b) are run by capable stewards with appropriate incentives, and c) trade at sensible prices. BM&O looks for high-quality growth companies trading at value prices. They are generalists with no interest in matching market or index sector exposures, though they closely monitor sector and related exposures as part of ongoing risk management.

Ford Foundation maintains a balanced and diversified portfolio that includes equities and fixed-income securities (both US and international), private equities, venture capital and equity partnerships.

Functions as a College/University