Joel S. Goldfrit

Wafra seeks to provide long-term investment return solutions that span not just years, but generations. The firm pursues two broad investment styles which can be further refined into strategies targeting specific asset classes: (1) direct investments; and (2) investments in underlying funds on behalf of one or more advisory clients. They invest across a number of asset classes, including strategic partnerships, alternative finance, real assets, real estate, liquid markets, and private equity and venture capital.

Functions as a College/University

Lynmar Capital Group focuses on large-cap domestic growth equities. They combine top-down analysis with bottom-up analysis to choose investments with superior longer-term growth prospects. They seek to outperform the Russell 1000 Growth index on a total return basis, over a trailing three-year basis. Lynmar maintains a medium turnover rate.