Francesca Genovesi

Functions as a College/University

CIS is a global investment management firm that aims to produce superior investment returns by aggressively seeking capital appreciation in rising markets and preserving capital in declining markets. The firm takes a long-term investment perspective and endeavors to maintain a focused, disciplined portfolio that consistently generates profits for clients over time. Their investment philosophy is generally based on proprietary bottom-up/top-down research to support decision making and portfolio construction.

KoCAA is an active investment managers that focuses on risk awareness and management. They emphasize a disciplined investment management process and foster a team-based portfolio management environment. Their fixed income strategies generally seek to overweight or underweight sectors of the fixed income market based on the firm’s analysis of the relative attractiveness of the relevant sector. Issue selection is bottom-up and focused on identifying fixed income instruments that offer strong relative value versus their sector and the overall fixed income market. Generally, KoCAA does not invest client accounts in high-yield securities, but may hold securities that are below investment grade. With respect to the equities strategies, the methods of analysis and research used by the firm varies depending on client type and strategy. Generally, however, the investment process combines quantitative and qualitative models and disciplines to construct portfolios.