Doug McGraw

Manulife IM-US utilizes a broad range of equity, fixed income, currency and asset allocation approaches. They manage differentiated investment processes and place an emphasis on proprietary fundamental research but may also employ quantitative analysis. The firm’s equity investment research combines quantitative and qualitative bottom-up fundamental analysis. Their fixed income management teams engage in intensive fundamental research and analysis, both top-down and bottom-up, to assess potential investment opportunities.

Functions as a College/University

Invesco Perpetual Select Trust Global Equity Share operates as a closed-end investment fund/investment trust. The company's investment objective is to provide an attractive and growing level of income return and capital appreciation over the long term, predominantly through investment in a diversified portfolio of equities worldwide. Invesco Perpetual Select Trust Global Equity Share was founded on November 23, 2006 and is headquartered in London, the United Kingdom.

IAML constructs portfolios based on in-house research which aims to identify the investment opportunities most likely to provide the strongest long-term returns. The firm's UK equity team follows a self-described pragmatic approach with no style bias regarding sectors, stocks or market-cap. Their valuation-orientated approach focuses on absolute returns and risk, allowing the portfolio to capture opportunities over time. In addition to high alpha UK equity, the team also manages small-cap equity and benchmark-relative portfolios. IAML’s fixed-income team manages retail and institutional accounts, combining macro and bottom-up credit analysis to determine investment opportunities.

MSIM is an active manager which works to outperform the market and deliver results for their clients. The firm performs bottom-up fundamental research to analyze the industries and companies in which they invest.

Manulife Europe is a long-term, growth and income-oriented manager which invests through their funds in global equity, debt and alternative investments across market caps. They share research and management with other Manulife divisions and perform in-house fundamental research, supplemented by external analysts and employ top-down and bottom-up approaches to make investments.

Functions as a College/University

Provides peace services

Morningstar Investment Management is active, long-term, valuation-driven investor which employs a fundamental investment approach. The firm aims to buy overlooked investments, especially those indicated by the firm’s research, to offer sound fundamentals at an attractive price. Similarly, they look to trim positions as valuations become rich or they find more attractive options. Their investment process begins with a thorough review of the institutional client's mission, investment objectives and spending needs. The firm then establishes a strategic asset allocation plan and constructs an investment portfolio with a customized selection of open-end, institutional class mutual funds.