Matthew E. Shefler

MacKay Shields offers a variety of fixed income and equity strategies and solutions that clients can select depending on their investment objectives. They maintain independently managed investment strategy teams, each of which conducts its own research and acts autonomously with its own distinct investment process. Investment strategies may be available through separately managed accounts, wrap programs and/or collective investment vehicles.

Provides investment advice for Insurance Company Portfolio

NBBD-IM offers clients investment solutions across asset classes, styles, capitalizations and geographies in both public and private markets, as well as multi-asset class solutions that bring them all together. For equity investments, the firm tends to focus on stocks with solid balance sheets, relatively low price-to-earnings ratios, low price-to-cash flow ratios, strong cash flows, above-average yields, sustainable earnings growth, reasonable valuation multiples relative to growth prospects, sound franchise values and significant insider ownership. They use both top-down and bottom-up analysis to select investments. In addition, the firm uses options and futures and occasionally invests in ADRs and private equity opportunities.

Functions as a College/University

Investment Strategies Fund employs a value-oriented investment approach. They seek to earn superior returns by investing and selling short publicly traded securities acquired at inherently favorable valuations, when there is a high probability of realizing a more realistic market value. They believe in the concept that every security has an intrinsic value in relation to its capital structure, asset base and prospects for cash generation. Their approach is designed to identify investment opportunities with tangible prospects for re-valuation that may arise in such cases

ACMC LLC is an active manager.