Rob Kosowsky

Royce aims to deliver a great small-cap investment experience to each of their clients across all of the firm’s vehicles and strategies.

OFI Institutional Asset Management (OFI) focuses on delivering long-term results through active management and seeing opportunities where others may not. The firm employs a variety of investment analyses including economic, fundamental, technical, quantitative and top-down. OFI's equity investment strategies include: Large-Cap Core, Small & Mid Cap Growth Equity, Value & Income Equity, Emerging Markets Equity, and Global Equity. Their fixed income strategies include: Investment Grade Debt, Global Debt, Rochester Municipals, Multi-Sector Fixed Income, and Cash Strategies. OFI also offers Alternative and Global Multi-Asset investment strategies.

FEIM is a global, value-oriented investment manager that seeks to produce consistent absolute returns over the long term without regard for industry benchmarks. They conduct activist campaigns. The firm constructs well-diversified portfolios through cautious security selection with an emphasis on risk aversion. FEIM focuses on investments with a substantial margin of safety, healthy balance sheets and clear business models. They employ bottom-up security analysis that is independent of broad market conditions or industry trends and focuses on downside protection.

Ballentine Partners builds diversified portfolios using a combination of low fee, tax-efficient investment vehicles and active managers when their after-tax returns justify their fees. They also add considerable value through tax-optimization of their clients’ portfolios. The firm search for the most attractive investment products. Their investment research includes coverage of real estate funds, hedge funds, private equity funds, venture capital funds, and natural resource funds.

Functions as a College/University

Provides brokerage services

Functions as a College/University

MHP utilizes a variety of methods and strategies to make investment decisions and recommendations. The methods of analysis include fundamental research, industry mosaic development, charting analysis, cyclical analysis, and financial statement analysis. Their equity strategies focus on a broad range of equity investment styles, including fundamental research and bottom-up analysis. Client accounts focus on different specified ranges on the capitalization scale, from micro-cap, through small-cap, and mid-cap for long positions. Short positions may range from small-cap through mega-cap. In addition, MHP manages client accounts that are focused predominantly on US and other developed markets.