Leo John Dierckman

OAM uses a third-party risk model providers and an attribution to examine portfolio characteristics and risk exposure of a manager’s historical portfolio holdings. The firm focuses both on active portfolio management that utilizes both a top-down/bottom-up style emphasizing security selection and value investing.

40/86 primarily invests client’s assets in multiple classes of fixed income securities and investments. The firm builds each portfolio from the bottom-up by selecting undervalued securities through proprietary, independent research. They place an emphasis on relative value, looking for opportunities where the market price of a security does not appropriately reflect its intrinsic value. The objective is to invest in those securities that the firm believes are undervalued and then sell them when they become fully valued in the market. 40/86 also perform a top-down asset allocation and performance attribution analysis. The firm’s portfolio managers have decision-making authority over investment decisions.

Functions as a College/University

Provides, secures, stores and redistributes donated food to charities

OIM manages fixed-income accounts with various investment strategies. For each strategy, the investment process begins with an understanding of the client’s needs and objectives. Security selection is bottom-up and focuses on optimal bond selection. In selecting core holdings, portfolio managers look for higher yields than the strategy’s benchmark, shorter maturities, stable fundamentals, and long holding periods. The portfolio manager’s decision to sell a security involves many factors, which include whether the risk or return becomes unfavorable, an attractive alternative is available, deteriorating credit fundamentals, portfolio balancing is required, and client-specific needs.