Lauren Cassidy

Loomis Sayles bases their overall investment approach on the premise that their disciplined, research-based investment strategies can identify market inefficiencies that can lead to consistent outperformance of benchmarks. The firm's fixed-income research team seeks to identify attractive securities and assign ratings to various issues. Their equity investment approach is based on their belief that equity markets are inefficient. Loomis Sayles employs an intensive bottom-up investment analysis with the goal of delivering superior risk adjusted performance.

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

Functions as a College/University

Principled Capital Management (PCM) invests primarily in the stocks of companies in the electronic technology, health technology and technology services sectors. The firm invests mainly in the US and Canada but they also invest in Europe, Latin America and Asia. PCM invests across all market-caps. The firm maintains a very high turnover rate

Provides brokerage services

JPMorgan Chase's venture capital investments focus on making early-stage investments, with emphasis on companies at the seed and start-up phases. They seek to partner with leading venture capitalists that have significant operational experience and are looking to finance high quality ideas, entrepreneurs and companies. The majority of JPMorgan Chase's venture capital investments are made in companies in the technology, telecommunications and life sciences sectors.