Silpa K. Sarma

VGI offers both passive and active discretionary investment advisory services that cover the US and international markets. They employ two types of indexing strategies: replication and sampling. Their active management equity methodology is based on quantitative modeling while fixed income analysis is based on fundamental investment research and research obtained from external investment organizations.

Rochdale Investment Management (RIM) provides affluent individuals and families with innovative and customized portfolio management based on proprietary research competencies. The firm also manages the Rochdale family of mutual firms. RIM is a growth manager that researches companies using a fundamental quantitative process in combination with qualitative reasoning. Steady growth companies are evaluated on earnings growth, price momentum, and analyst sentiment. Cyclical growth companies are evaluated based on their ability to generate increasing cash flow. They also utilize a price strength indicator to focus on those cyclical growth companies most likely to be recognized earlier as strong performers. Each analyst develops research on companies using information from a variety of sources to assess the prospects for growth in revenue and earnings as well as potential stock price appreciation. For those companies that meet their fundamental criteria, RIM develops proprietary financial models to determine the valuation level at which they consider them attractively priced. Once purchased, companies are monitored for changes in their fundamentals and in industry conditions. The firm will continue to own a company as long as its revenue and earnings growth continues in line with their expectations, valuation is attractive and industry trends remain favorable. RIM clients may access large company holdings through individual equities or through their proprietary funds.

Functions as a College/University