Jose Aragon

Functions as a College/University

AIG Global Investment Corp. invests globally in the public equity and fixed-income markets. They also invest in real estate and private equity. The firm's equity investment approach typically focuses on the growth and value stocks of small-cap, mid-cap and large-cap companies. Their fixed-income investments typically include investment grade bonds, government securities, municipal bonds, corporate bonds and security-backed fixed-income securities. The firm employs a combination of top-down fundamental research and quantitative analysis to select sectors and a security selection bottom-up process. AIGG's real estate investment approach utilizes an opportunistic, value-oriented strategy. In general, AIGG tends to invest globally in the stocks of mid-cap and large-cap companies in the finance, electronic technology, energy minerals, health technology and consumer non-durables sectors. The firm maintains a medium turnover rate. AIGG's equity investment process begins with a quantitative screening of the investment universe. They categorize each stock in the universe into the following broad growth categories: exceptional growth, established stable growth, cyclical growth and mature companies. After categorizing each stock, they conduct bottom-up fundamental analysis to rank and select securities. Their fundamental analysis for all categories is based on relative valuations and fundamental progression, which may differ based on the stage of a company's lifecycle. Investment ideas are generated from internal research analysis, extensive company visits and analysis of outside research. Local portfolio managers and analysts are responsible for ranking stocks and portfolio construction. AIGG's researchers utilize an Intranet-based knowledge-sharing tool that enables them to disseminate detailed research to all equity investment professionals involved in the decision-making process. Regional/sector analysts apply specific buy and sell criteria to companies within each of the four growth categories, adapting the analytical approach and the valuation metrics to the varying growth dynamics for each group of companies. Overall, AIGG's global equity team focuses on the potential of delivering growth in earnings per share. They analyze factors that contribute to the sustainability of growth, such as barriers to entry and profitability. In the search for these characteristics, they research companies growing through innovative products and services, as well as companies growing by gaining in relevance in mature markets. AIGG's global fixed-income team believes that the most efficient (risk-adjusted) method to add value to a global fixed-income portfolio is through duration management and country allocation while maintaining currency exposure relative to the benchmark close to neutral. They apply quantitative techniques to establish duration positions and country weights, which can be adjusted using qualitative inputs. Quantitative analysis focuses on capturing market trends to generate excess returns. AIGG uses a portfolio construction process with automatic monthly rebalancing of portfolios. The analytical and quantitative formulation of market views are kept separate from portfolio construction. Once the views have been established, model portfolios are automatically created. Actual portfolios are mapped as close as possible to the appropriate model portfolio.

Alexandria Financial Associates (AFA) employs a total return investment approach that combines active and passive management. They select large-cap equities and REITs and complete their portfolios with a combination of actively-managed and passive mutual funds and ETFs in the following asset classes: mid-cap, small-cap, international equity, real estate and fixed-income. They may also use individual bond and preferred stock holdings. AFA employs fundamental analysis in their selection process for both individual equities and bonds. They focus on a company's balance sheet, income statement and management experience. The firm does not utilize technical analysis to time movements in and out of investments. When selecting mutual funds, AFA uses a strict qualitative and quantitative process to identify the best managers in terms of performance, longevity in manager tenure and consistency in investment policy (minimal style drift). AFA maintains strategic asset allocation, which changes as the client enters different phases of their lives or if particular circumstances change. The firm considers the tax impact and transaction costs of portfolio changes but they do not focus exclusively on these factors when making investment decisions. AFA focuses on identifying investments they believe will perform well over the long-term (typically, three years or greater) rather than over shorter periods.

Functions as a College/University

Functions as a College/University

Operates a credit union

PineBridge Investments uses an active approach across their platform, building portfolios with a high level of conviction while carefully managing risk. The firm offers investment capabilities across a wide range of asset types, including equity, multi-asset, fixed income, direct lending, and alternative investments.

Functions as a College/University