Jonathon Miller

LKCM is an active, fundamentals-based, long-term manager which aims to invest in high quality businesses that they believe will produce consistent, repeatable and superior risk-adjusted returns. The firm offers several equity, fixed income and alternative investment approaches, which are generally available through separately managed portfolios, the LKCM Funds, affiliated private investment partnerships and special purpose private investment partnerships.

NFJ Investment Group employs a deep value equity investment style that emphasizes dividends, discipline and diversification. The firm seeks to deliver consistent investment results with lower-than-average risk. They invest in dividend-paying, low p/e stocks. NFJ Investment Group invests only in fundamentally sound companies with stronger valuation characteristics that a portfolio's benchmark. NFJ's investment strategies include: NFJ All-Cap Value, NFJ Dividend Value, NFJ International Value, NFJ Large-Cap Value, NFJ Mid-Cap Value, NFJ Small-Cap Value, NFJ Global Dividend Value, NFJ Mid Cap Value 100, NFJ International Small Cap Value, and NFJ Emerging Markets Value.

Cantillon seeks long-term capital appreciation by investing in a globally diversified portfolio of equities and equity-related securities, which includes securities of emerging markets issues which are listed or traded on recognized exchanges. The firm believes that there is a direct relationship between a company's long-term sustainable financial productivity (SFP) and its intrinsic value.

Functions as a College/University

MKP invests in different strategies across global markets, including US and global rates, emerging markets, foreign exchange, structured, corporate or other credit, equities, and commodities through two main strategies: global macro and fixed-income relative value. Each of the main investment strategies shares the objective of producing high risk-adjusted returns over the long-term in a risk-controlled manner. The Global Macro strategy uses a top-down fundamental approach to identify and exploit imbalances in global economies and asset classes. The Fixed-Income Relative Value strategy primarily uses a relative value approach to exploit pricing asymmetries across global fixed-income and associated derivatives markets.

Functions as a College/University

LKCM Headwater Investment invests in companies located in the United State with revenues of USD 50 - 500 million. The firm focuses on a broad range of sectors and industries.. It provides financing for buyout, recapitalizations, growth capital, consolidations & build-ups, distressed opportunities, corporate carve-outs with an investment size ranging from USD 5 - 80 million. It also acquires minority and controlling interests.

Renovo Capital invests in lower middle market companies located in the United States with revenues of USD 20 - 200 million. The firm focuses on companies operating in the fields of advanced manufacturing, industrial IOT, specialty chemicals and tech-enabled services with investment size of USD 20 - 120 million. It provides financing for buyout transactions and acquires controlling stake.