Mark Stitzer

TCW maintains a value-oriented investment approach and their investment process focuses on preserving capital for their clients. The firm’s integrated top-down and bottom-up investment process emphasizes global and multi-sector diversification to generate attractive risk-adjusted returns from income and capital appreciation. They offer a range of investment strategies across fixed income, equities, and emerging markets.

Edgewood mainly manages large-cap growth equity portfolios of about twenty-two publicly traded companies. The firm identifies investments through research-driven fundamental analysis and employs a bottom-up approach in their investment analysis. They aim to diversify across growth rates and market caps to achieve the desired return and risk profile. Edgewood requires a majority vote by the Investment Committee to sell a stock. If a company misses earnings two quarters in a row, there is a 15% drop in the stock relative to its peers or if there is a change in industry or company fundamentals, the Investment Committee will discuss selling the stock, decreasing the weighting in the portfolio or adding to the weighting in the portfolio.

Hamlin is a long-term, long-only, fundamental investor. The firm’s investment portfolios seek to generate substantial income and to compound that income at attractive rates over time by investing in municipal bonds and high dividend-yielding equities. They tailor client portfolios to meet individual investment objectives, accommodating risk tolerances, income requirements, tax situations, and other specific needs.

Provides brokerage services

Functions as a College/University