Stephen W. Lyford

Nicholas-Applegate Capital Management employs a forward-thinking, change-focused investment philosophy to create domestic and international portfolios across fundamental and systematic equity, income and growth strategies. The firm's investment approach seeks to identify points of inflection that could lead to strong price appreciation and to invest in a timely manner to maximize return potential. The firm's range of investment strategies include domestic, global, international and specialty portfolios. Each portfolio follows one of two approaches: traditional or model-driven (systematic). Nicholas-Applegate tends to invest in the stocks of companies in the electronic technology, health technology, technology services, consumer non-durables and finance sectors. The firm invests globally, across all market-caps. Nicholas-Applegate maintains a medium turnover rate.

Provides commercial real estate development services

Duncan-Hurst Capital Management (DHCM) focuses on investments in small-cap and mid-cap growth companies. The firm seeks to invest in the stocks of companies with improving earnings due to a fundamental, sustainable catalyst whose stock is currently outperforming the overall market. DHCM screens companies based on earnings momentum and relative price strength and then uses fundamental research to select investments.

NIP specializes in dynamically growing small- and mid-cap companies. The firm offers capacity-constrained strategies in both equities and convertible bonds and dedicated sector portfolios. They capitalize on an active, disciplined, and forward-looking investment process. The core tenants of the firm’s investment philosophy typically led them to invest in companies and industries with the greatest innovation and most rapid growth. They seek to invest in those companies with the potential to be the winner within each vertical, while diversifying the portfolio across multiple industries and themes.

Functions as a College/University

Functions as a College/University

Crow Holdings pursues compelling investment opportunities through a range of strategies, product types, and ventures, consistently seeking to create value for its investors, partners, and communities. The firm has consistent, methodical investment approach driven by long-term secular trends and a proven ability to tactically capitalize on unique market opportunities.

AllianzGI US manages client portfolios (directly or through model delivery and wrap fee programs) using traditional and systematic processes across various investment strategies. The firm offers an array of US equity strategies that vary across style and market-cap ranges. Their high yield bond and convertibles strategies employ a fundamental bottom-up process that seeks the early identification of high yield issuers that exhibit the potential for improving fundamental characteristics. AllianzGI US employs rigorous fundamental research and capital structure analysis to construct portfolios that consist of the best companies from a risk/return standpoint. They also offer alternative investment strategies that are designed to achieve absolute return, alpha enhancement and beta hedging.