Samir Sikka

TCW maintains a value-oriented investment approach and their investment process focuses on preserving capital for their clients. The firm’s integrated top-down and bottom-up investment process emphasizes global and multi-sector diversification to generate attractive risk-adjusted returns from income and capital appreciation. They offer a range of investment strategies across fixed income, equities, and emerging markets.

Allspring utilizes proprietary investment allocation systems in conjunction with the securities selection services provided by their portfolio managers to create and maintain actively managed investment portfolios intended to meet the requirements of its clients’ investment needs. The firm offers a variety of equity, multi-asset, and fixed income investment strategies. These investment strategies (collectively) may invest in a wide variety of financial instruments. Allspring employs bottom-up company specific analysis to find securities with under-appreciated prospects.

Provides assurance, auditing, tax, legal, technology and consulting & managed services

Metropolitan West Capital Management (MetWest) specializes in domestic value equity, international core value equity and balanced portfolios. The firm employs a team-based approach to identify the stocks of high quality, growing businesses that are selling at a discount to their intrinsic value. Their approach also requires the existence of one or more positive catalysts that will unlock that value, leading to a higher stock price. They are long-term investors, not traders or speculators; their conservative style fosters capital preservation and consistency of returns. In addition to above-market returns, MetWest seeks below-market risk. They screen candidates for characteristics such as low p/e ratios, high dividend yields, growing cash flows and low debt levels. Portfolios are diversified across economic sectors and individual securities.

Functions as a College/University

Provides investment banking services

Functions as a College/University

Sapience is an active, value-oriented manager that seeks to generate superior risk-adjusted long-term returns through fundamental analysis while focusing on capital preservation. The firm seeks to identify small and small/mid-cap companies with sustainable business models, trading at attractive valuations, and typically possessing value drivers capable of narrowing the valuation gap. Their investment process is driven by fundamental, bottom-up research and utilizes a long-term focus that seeks to take advantage of opportunities presented by short-term anomalies.