Marc Kasher

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.

Produces, imports and exports uranium, rare metals and nuclear fuel for nuclear power plants

Functions as a College/University

Functions as a College/University

Provides information technology outsourcing services

Pinebridge Investments Russia Ltd. invests in mid- to late-stage growth companies with operations in Russia, Ukraine, Kazakhstan, other CIS countries and the Baltic States. They invest in companies in a variety of industries with no sector specialization. The firm seeks to make equity and equity-linked investments of USD 20-50 million in existing companies with quality management, substantial scale, a successful business track record, and whose principals are committed to professional excellence and international corporate governance standards. Pinebridge Investments Russia Ltd. aims to add shareholder value by partnering with shareholders and management, typically taking significant minority stakes in their investee companies and participating on their board of directors. The firm typically holds investments for three to five years, exiting by way of IPOs and strategic sales.

Produces and distributes movies and TV programs in Russia

Develops software?solutions for mission critical processes and mission-critical processes

Sovereign wealth fund