Ben Moyer

NWI’s investment process generally starts with macro, top-down analysis of various economic and policy indicators and inputs such as price action, money flows and supply/demand dynamics derived from a review of various global markets, including global equity, fixed income, commodity and foreign exchange markets. Once established, the firm then focuses on selecting what it believes to be the best investment instruments available to manifest the chosen investment themes including, where appropriate, hedges to manage risk.

Functions as a College/University

Functions as a College/University

Meridian believes that asset allocation is the primary driver of portfolio return, and the primary source for risk reduction. Meridian structures their institutional management methodology after large public pension funds. They require mandates for each asset class as well as for decisions pertaining to the portfolio at large. Their approach is not to explicitly mimic the asset mix or portfolio holdings of a particular pension fund. The firm seeks to identify major current and emerging trends and their effects on global capital markets. The primary focus is on long-term, global trends and their perceived strategic positioning in relation to the risk and return profiles of various asset classes. These global trends materialize and become the macroeconomic themes of their investment program. The major economic themes Meridian concerns themselves include economic growth in emerging markets, diverging global demographics, US twin deficits and its effect on the dollar, US equity markets and the US economy in general and terrorism and global unrest and its effect on energy markets. For alternative investment classes, Meridian uses strategy allocation to separate portfolios based on relative returns and absolute returns.

Saba focuses on credit and equity relative value strategies. They seek to deliver alpha by combining quantitative, fundamental and technical research.

Provides investment advice