Mike Im

Dodge & Cox aims to deliver superior long-term investment results across a range of economic and market scenarios to enable clients to achieve their financial goals. The firm employs in-house, fundamental bottom-up research, a rigorous valuation discipline, and maintains a long-term investment horizon. Their approach to active management combines deep fundamental research with team-based decision making.

TCM offers discretionary investment management and investment advisory services for domestic equity. The firm follows an investment philosophy, rooted in the belief that earnings growth ultimately drives stock valuations as compounding occurs over time. Their goal is to generate exceptional returns for a select group of clients, not to amass an excessive amount of assets under management that would undermine the firm's ability to perform.

Functions as a College/University

Functions as a College/University

Kiitos Capital Management manages the Kiitos Global Opportunities portfolio. They invest in companies that are materially impacted by broadly defined global health trends, specifically where secular changes in healthcare, agriculture and the environment intersect. Kiitos has identified a universe of stocks in 17 industry groups with varied return on equity and risk profiles that fit this broad health trends mandate. The firm employs a value-based and return on equity-driven investment philosophy that is complemented by comprehensive risk control. Kiitos Global Opportunities is a liquid, diversified global portfolio made up of 70 to 100 positions that aims to deliver absolute returns in all market environments. Their strategy is based on the belief that long-term stock returns are directly related to a business sustainable return on equity, valuation and growth rate.