John Kane Brinckerhoff

Oak Ridge aims to achieve superior returns over a full-market cycle while taking less risk. The firm performs bottom-up analysis of companies to evaluate if they meet their investment criteria and they consider cyclical and other factors to in part determine sector and industry weightings.

Provides brokerage services

Ziegler Capital Management is a large-cap US growth investor. Their funds seek a total return from dividends and capital gains that, before deducting the operating expenses, exceed the total return of the benchmark indices. They invest in common stocks that approximately parallel the composition of the indexes but do not intend to replicate the indexes at all times. Ziegler may overweight particular sectors that they believe offer attractive growth potential. The firm relies heavily on Wall Street research. They will sell a stock when there is deterioration in fundamentals. Their research employs both quantitative and behavioral finance methods. Ziegler tends to invest in the stocks of mid-cap and large-cap companies in the electronic technology, technology services and health technology sectors. The firm maintains a low turnover rate.

Provides investment banking and brokerage services

CIM aims to offer a range of solutions that take advantage of current market conditions to target attractive risk-adjusted returns. The firm invests in corporate credit, structured credit, opportunistic credit and middle market direct lending assets. They typically sell investments when more attractive investments can be purchased at comparable price points to optimize portfolio composition and target performance.

Functions as a College/University

ZCM manages a diversified slate of investment strategies designed to improve the resilience of their clients' investment portfolios while seeking to provide strategic opportunities for increased alpha across the risk spectrum.

Fort Sheridan follows a long-term, value-investor approach regardless of the asset class, focusing on the global equity, fixed income, foreign exchange, commodity, and credit markets. The firm manages client portfolios based upon their individual needs, financial circumstances, and specific requirements.