Ross B. Gabrielson

BBH-IM is a long-term manager which aims to preserve and grow their clients’ capital across economic and market cycles. The firm employs a bottom-up, value-based approach to active management. They focus on identifying durable assets, buying them at attractive valuations, and delivering excellent returns without relying on macroeconomic judgements. BBH-IM seeks to invest primarily in cash generative businesses that are major providers of essential products and services.

Wafra seeks to provide long-term investment return solutions that span not just years, but generations. The firm pursues two broad investment styles which can be further refined into strategies targeting specific asset classes: (1) direct investments; and (2) investments in underlying funds on behalf of one or more advisory clients. They invest across a number of asset classes, including strategic partnerships, alternative finance, real assets, real estate, liquid markets, and private equity and venture capital.

Functions as a College/University

Hamlin is a long-term, long-only, fundamental investor. The firm’s investment portfolios seek to generate substantial income and to compound that income at attractive rates over time by investing in municipal bonds and high dividend-yielding equities. They tailor client portfolios to meet individual investment objectives, accommodating risk tolerances, income requirements, tax situations, and other specific needs.

Provides investment research

Eachwin Advisors invests in publicly traded equities of US companies with superior management teams and boards of directors. Through a combination of investigative research and investment analysis, they construct a concentrated long-only portfolio of exceptionally well-run companies to generate excess risk-adjusted returns for their clients.

Functions as a College/University