Sara E. Mongerson

Loomis Sayles bases their overall investment approach on the premise that their disciplined, research-based investment strategies can identify market inefficiencies that can lead to consistent outperformance of benchmarks. The firm's fixed-income research team seeks to identify attractive securities and assign ratings to various issues. Their equity investment approach is based on their belief that equity markets are inefficient. Loomis Sayles employs an intensive bottom-up investment analysis with the goal of delivering superior risk adjusted performance.

Smith Group applies an engineering approach to investment management. The firm leverages technology and fundamental research to identify companies with undiscovered growth potential, creating portfolios designed to produce attractive return patterns. Using both quantitative and qualitative analysis, they invest in high quality companies poised to accelerate earnings growth and exceed investor expectations. Smith Group invests, under normal market conditions, in common stocks and other equity securities. These securities may be traded over the counter or listed on an exchange. Reasons to sell a stock may include: negative earnings forecast or report, valuation concerns, company official’s downward guidance on company performance or earnings, or announcement of a buyout.

Provides investment advice

Van Kampen Asset Management (VK) offers a variety of investment strategies that cover a range of investment styles, from domestic to international, fixed-income to equity and core to alternative investments. The firm's separately managed account strategies include: Core Equity, Growth Equity, International Growth Equity, Value and Value Equity. VK's Core Equity strategy employs a blended investment style. The strategy seeks to achieve consistently superior returns relative to the S&P 500 Index with a similar risk profile. VK uses a multifactor approach that employs a systematic stock selection process along with fundamental stock analysis and a comprehensive risk management approach. The firm's Growth Equity strategy seeks to achieve consistently superior returns relative to the Russell 1000 Growth Index with a similar risk profile. The strategy uses a multifactor approach that employs a systematic stock selection process along with fundamental stock analysis and a comprehensive risk management approach. The VK International Growth Equity strategy invests in a diversified portfolio of the equity securities of issuers located in countries other than the US. VK focuses on identifying the best companies from around the world that demonstrate true market leadership and significant growth characteristics. the firm employs a bottom-up stock selection process to identify market-leading companies with strong management teams, a clear business focus, competitive advantages and strong balance sheets. The firm's Value strategy is an actively managed strategy that offers clients the potential for capital growth and income. VK constructs portfolios of the stocks of well-established companies that are undervalued relative to other companies in their respective industries, historical prices or the overall market. They seek attractive companies that may be temporarily out-of-favor in the marketplace, but that have sound business fundamentals and are trading at prices are lower than the firm thinks they should be. VK's Value strategy is based on a deep-value investment discipline. They evaluate companies in different sectors and industries should according to different valuation measures, as they tend to vary in terms of earnings growth and balance sheet data. VK's process focuses on evaluating individual stocks, considering each company's business model, competitors and revenue streams in relation to other companies within a distinct industry. The firm's Value Equity strategy seeks to achieve consistently superior returns relative to the Russell 1000 Value Index with a similar risk profile. The strategy employs a multifactor approach that is based on a systematic stock selection process along with fundamental stock analysis and comprehensive risk management. Though not limited by sector, VK tends to invest in the stocks of companies in the finance, consumer services, health technology, electronic technology and energy minerals sectors. They invest globally, across all market-caps, with a focus on large-cap stocks. VK maintains a low turnover rate.

Functions as a College/University

Functions as a College/University

Monroe Capital invests in lower middle market companies located in the United States and Canada with an EBITDA of USD 3 - 35 million. The firm targets companies operating across a broad range of sectors and industries. It provides financing in the form of equity and debt for leveraged recapitalization, growth and buyout transactions with an investment size of USD 300 million. The firm acquires controlling & non-controlling interests and also makes co-investments.

Operates as a volunteer neighborhood advocacy organization

CMIA manages no-load mutual funds and separate client-focused equity, fixed-income and balanced portfolios. The firm invests in the growth and value stocks of small-cap, mid-cap and large-cap domestic and international companies. Their investment strategy combines a top-down approach and thematic and fundamental analysis with a bottom-up stock selection process. CMIA’s fixed-income investments focus on short-term, intermediate-term and long-term high-quality debt instruments including US Treasuries, MBS, ABS, municipal bonds and agency bonds. Their balanced investment approach is a blend of their equity and debt strategies. Portfolios are benchmarked against the S&P 500 Index and the Barclays Capital Aggregate Index (formerly the Lehman Aggregate Index).