Morgan Scott Avitabile

Schooner Investment Group specializes in investments in equity, equity-linked and convertible securities. The firm has developed a product specifically designed for the general investing public, executing an investment process focused on delivering superior risk-adjusted performance through a balance of income generation and capital appreciation. Though not limited by sector, the firm tends to invest in the stocks of US large-cap companies in the health technology, electronic technology and finance sectors.

Schooner Investment Group specializes in investments in equity, equity-linked and convertible securities. The firm has developed a product specifically designed for the general investing public, executing an investment process focused on delivering superior risk-adjusted performance through a balance of income generation and capital appreciation. Though not limited by sector, the firm tends to invest in the stocks of US large-cap companies in the health technology, electronic technology and finance sectors.

GSM specializes in the management of global institutional investments in the corporate credit markets. The firm seeks to achieve preservation of principal and above average returns via income and capital appreciation.

Provides management consulting services

CooperNeff focuses on attractive risk-adjusted returns by using advanced mathematical methods and sophisticated trading technology, augmented by practical real-world trading experience. The firm manages strategies consisting of U.S. equity market neutral, US and European convertible and risk-linked bonds. Their hedge fund group was created as a vehicle for qualified investors to participate in some of the highly successful quantitative strategies that CooperNeff has developed throughout its history. Their hedge funds offer investments in the following strategies: convertible bond arbitrage, risk-linked natural catastrophe instruments, global equity market neutral and a multi-strategy. The CooperNeff Industry Monitor displays the real-time performance of the industries tracked by the CooperNeff hedge fund group. The chosen universe for this monitor is the top U.S. stocks ranked by market capitalization. After the industries are created using a proprietary, value-added methodology, the daily return per industry is calculated on an equal-weighted basis. The Industry Monitor therefore displays the daily return for each industry on average, as opposed to more conventional industry indices that weight industry performance by market cap.