Tim Albright

SPPAM aims to achieve capital appreciation primarily through investments in publicly traded equity securities and other publicly traded equity related instruments, while generally retaining flexibility to invest across a wide variety of industries and investment types. They seek to provide returns to investors by employing a systematic approach to investment selection. The firm focuses on buying stock of companies that demonstrate rapid earnings growth and short selling stock of companies that demonstrate earnings deterioration. Their clients typically invest only in securities that are listed on a national securities exchange or quoted on a national quotation system, with the exception of over-the-counter positions.

Alydar Partners seeks to achieve capital appreciation, primarily through investments in equity securities, while controlling risk. The firm employs a systematic approach to investment selection which is based on fundamental, research-intensive research on individual companies, which often includes direct contact with senior management. Alydar Capital utilizes a screening process to aid in identifying investment ideas. They scrutinize company financial statements to identify changes in revenue growth, margins, cash flow, balance sheet items and other relevant metrics. While Alydar Capital looks for companies that have the ability to beat consensus earnings estimates, other attributes are also considered. In addition, the firm focuses on companies that have high return on investment or, for short selling opportunities, for companies that demonstrate decelerating revenue growth, deteriorating margins, and the possibility of not achieving consensus earnings estimates. In all cases, they pay close attention to valuation and, in particular, to where a stock trades relative to their determination of appropriate value.

Baldwin is an active, long-term manager which manages portfolios that are invested in equities, fixed-income securities, hedge funds, private equity and environmentally and socially responsible investments. They also manage investments in REITs, MLPs, specialty metals, currencies, regional/country specific strategies and macro or theme-based strategies. The firm’s investment process combines both a top-down thematic approach and fundamental bottom-up due diligence.

Provides investment banking, equity, fixed income and financial services