Monica Esther Butler

Liberty Ridge focuses on domestic equities. Liberty Ridge Capital believes it adds the greatest value over all market cycles by consistently applying a time-tested, bottom-up stock selection process that combines the use of rigorous fundamental research with quantitative techniques. Liberty Ridge Capital seeks to select securities that offer the most attractive trade-off between valuation, near-term dynamics and long-term growth. They believe that superior investment results can be achieved by investing in companies that possess an attractive valuation relative to the broad market and peer group, display positive near-term business prospects and exhibit healthy long-term earnings growth potential. LibertyRidge employs a process that defines a manageable universe of stocks by utilizing proprietary quantitative screens to narrow their focus. Fundamental research further narrows the team's top investment candidates and then a portfolio is constructed based on process and account parameters. In seeking to identify attractive investment opportunities for the Focused, Large Cap, Mid-Cap and Small Cap Funds and the blend portion of the Strategic Small Company Fund, Liberty Ridge first creates a universe of companies whose current share price seems lower than their current or future worth. They consider factors like a company's earnings power vs. its current stock price, dividend income potential, its price-to-earnings ratio vs. similar companies, competitive advantages, like brand or trade name or market niche, management team, and current and future business prospects. Lastly, using their own fundamental research and a bottom-up approach to investing, Liberty Ridge identifies those companies which are currently out of market favor but have the potential to achieve significant appreciation as the marketplace recognizes their fundamental value.

Kalmar Investments' focuses on discretionary management of long-only, separately managed equity portfolios for the firm’s clients. The firm manages client investment portfolios in a growth company investment style that the firm refers to as “Growth-with-Value”. This investment style is offered in three distinct investment offerings/strategies: Small Cap, SMid Cap, and Mid Cap portfolios. Portfolios are well diversified and are predominantly comprised of U.S. based businesses whose common stocks are actively traded on public exchanges in the U.S. Kalmar's investment strategies are driven primarily by their proprietary bottom-up, fundamental investment approach. This research seeks to identify: (1) good businesses that are expected to improve the quality of their business characteristics; (2) business that are expected to sustain future revenue and earnings growth rates over the next two years or more that are substantially greater than the broad rate of economic growth; and (3) businesses that have stocks trading at valuation levels that Kalmar believes can expand over a two-year or longer investment horizon if the business value of the enterprise grows as expected.

Functions as a College/University