Mark Coe

Gofen & Glossberg manages customized portfolios of bonds, stocks and other marketable securities and generally employs long-term strategies, where appropriate they also employ short-term trading, short sales, margin transactions, and options strategies. The firm prefers to buy and own high quality, growing companies with distinctive franchises. They aim to build and manage equity portfolios of 30-40 stocks that outperform the broader market over a market cycle. Gofen & Glossberg typically have a low turnover of stocks in a portfolio, preferring to minimize transaction costs and make changes only when warranted. Their research analysts combine fundamental qualitative analysis with a quantitative overlay. The firm uses bonds to generate income, provide stability of returns, and preserve capital. Their approach to fixed income investing is conservative and aims to achieve a risk-adjusted return consistent with a client’s long-term objectives.

Provides services in connection with the purchase and sale of securities, and option contracts

CCM offers a boutique approach where they tailor their recommendations to each individual client using allocations of their internally constructed asset class investment strategies. Specific models for each investment strategy are designed for different risk tolerances and implemented specifically to meet each client’s needs. The firm uses fundamental, bottom-up analysis to evaluate each security on its own merits.

Functions as a College/University

Functions as a College/University

IECM’s Intrinsic Edge Funds seeks to achieve capital appreciation through investments in securities, financial instruments traded in organized domestic and international securities markets (including over-the-counter markets) and other assets. The firm employs a fundamentally driven investment approach that focuses on both near-term and long-term economic prospects of the target companies. They typically conduct a bottom-up analysis of the business strategy, financial condition and industry position of an issuer to arrive at what they believe to be the security’s value.