Warren Stone

Provides genetic and molecular testing services

WTP believes that to protect and grow their clients' wealth, it is essential to invest in competitively advantaged companies across all sectors, including leading-edge industries and technologies. Their equity strategy focuses on proven large-cap growth companies with long-term growth potential at attractive valuations. They seek to maximize after-tax returns through a long-term perspective and low portfolio turnover and manage risk through sector diversification and controlled industry weightings. A combined qualitative and quantitative approach provides a dynamic process that includes daily research meetings and weekly team meetings with portfolio managers. They seek to achieve superior, consistent performance through an active, disciplined investment process. WTP's fixed-income team uses analytical and trading tools to conduct active sector and maturity selection, perform yield curve analysis and effectively execute trading.

Knott Capital Management invests primarily in the stocks of US large-cap companies in the finance, electronic technology, technology services, healthcare technology and energy minerals sectors. The firm employs a top-down investment process that is based on the economy and interest rates. They begin with an in-house macroeconomic forecast that incorporates GDP, interest rates, Federal Reserve policy, inflation/deflation pressures, labor market studies and productivity gains. Knott Capital Management overweights sectors whose fundamentals are more favored by a macro view. They underweight or avoid industries that are impaired by the forecast. The firm uses a bottom-up approach to select individual securities. This process incorporates in-house, independent and Wall Street sources. They look for companies within their identified sectors with superior products/services, strong business models with pricing power and exceptional management teams. From a valuation standpoint, Knott Capital Management invests in companies that trade at a reasonable multiple relative to their normalized growth rate, their sector peers and the market. The firm maintains a very high turnover rate

Functions as a College/University

Wholesales refrigeration equipment

Provides laboratory testing and blood-typing solutions to clinical laboratory & transfusion medicine communities