Easton Ragsdale

SSR combines bottom-up stock selection with quantitative risk controls. The Asset Allocation committee formulates the asset allocation strategy based upon the relative attractiveness, variability and correlation between the equity and fixed income markets. The committee reviews a wide range of factors that include forecasts of corporate earnings, liquidity and an assessment of macroeconomic trends. The committee formally reviews allocation targets on a monthly basis. For active equity management they combine bottom-up stock selection based on comprehensive fundamental research with explicit sector weighting decisions and quantitative risk management. Teams manage portfolios. SSR believes that fixed income security prices respond to economic fundamentals in predictable but not perfectly efficient ways. They seek to identify opportunities created by these inefficiencies through fundamental research supported by quantitative risk controls.

Robeco Weiss Peck & Greer Investment provides a broad range of product offerings, including taxable and tax-exempt fixed-income (both investment grade and below investment grade), equity and alternative investment strategies. Products are managed by individual specialized investment teams, each following its own disciplined investment philosophy, process and approach. Investment strategies are offered through separate accounts and commingled and mutual funds, the Robeco Investment Funds.

Functions as a College/University

Boston Partners specializes in actively managed value equity and long/short equity investing. The firm offers market capitalization focused, concentrated, international, global, and emerging markets strategies. Their investment process is grounded in bottom-up fundamental analysis. Additionally, a strict sell discipline is employed when an investment reaches market valuation, or if business fundamentals weaken or if the catalyst reverses.