Derek M. Hong

Peninsula seeks to produce above-average returns consistent with the level of risk taken. The firm creates and maintains individual portfolios for their clients by investing in publicly traded equity and fixed income securities. Generally, portfolios are comprised of individual securities and exchange traded funds although no load mutual funds may be used in certain situations (i.e. accounts less than $50,000).

DIA offers four primary investment strategies: Equity Income, Multi-Cap Equity, Intermediate Taxable Fixed Income, and SeaCap Intermediate Municipal Fixed Income. In addition, the firm offers multi-asset custom portfolio management and asset allocation services for high net worth and institutional clients. They also offer optional tax overlay services, which seek to reduce the overall tax burden of client accounts while maintaining the risk and return characteristics of our core investment strategies.

The companies in which GC invests are required to meet a rigorous analysis and screening process before being selected as a candidate for investment. Their proprietary systems and methodology provide estimates of changing intrinsic values of the companies in which they invest. Using these estimates, the firm adjusts portfolio allocation to enhance investor returns. The members of the investment team at GC do not consider themselves money managers in the traditional sense. They are asset allocators. The team strives for very low turnover of holdings, believing that great companies typically remain great over time. GC looks for companies that are highly regarded by knowledgeable management experts, in business for at least 50 years, have survived the founder, and are global companies with revenues from international operations. To be included in a portfolio, these companies must also have outstanding shareholder returns and be protected by strong franchise barriers.

Functions as a College/University

Sovereign wealth fund

Functions as a College/University

First Abu Dhabi IM is an active, long-term manager which performs in-house research to invest in a range of funds and provide discretionary and non-discretionary portfolio management services. Through their fixed-income fund, they aim to capture short-term trading opportunities (typically held for a period of 6 months) arising primarily in UAE equities, while reducing directional downward risk in the underlying markets.