Adam Joseph Kuhlmann

WHV Investments' investment strategies include Global Equity, International Equity and Small Cap Equity. The firm believes clients can benefit from a focused, consistent and repeatable approach to investment management across all asset classes. They seek to build high conviction portfolios from their best ideas and make investment decisions based on a long-term horizon that supports the goals of each client. WHV employs a Growth at a Reasonable Price (GARP) approach to domestic equity investment management. Their international and global equity strategies utilize a growth-oriented, top-down sector allocation approach. WHV's security analysis methods include fundamental, technical, and cyclical analysis. They primarily invest for relatively long time horizons, often for a year or more. Their strategies do not involve frequent trading of securities. However, market developments may lead them to buy or sell securities more quickly. WHV doesn't invest in IPOs or private placements, nor do they engage in short selling or option writing.

Arbor Capital Management is an aggressive growth manager that focuses on investments in US small-cap stocks. The firm uses bottom-up analysis to identify stocks with strong cash flows, positive annual revenue growth, stable or improving margins, positive ROE and experienced management teams. Portfolios are benchmarked against the Russell 2000 index. Arbor Capital Management will sell a stock if fundamentals deteriorate, the stock becomes overvalued or if there is a change in their investment thesis.

Winslow invests in growth equities through its equity investments and alternative investments strategies. The firm generally endeavors to consider environmental, social and governance (ESG) factors as part of investment research and portfolio construction.

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.