Owen Lamont

WMC relies on their extensive independent research and includes portfolio management styles and approaches in equities, fixed income securities, currencies and commodities, as well as asset allocation across these categories. The firm has several different disciplines when approaching research and these include asset allocation analysts, currency analysts, data scientists, factor analysts, fixed income credit analysts, fixed income market analysts, global industry analysts and research associates, macro-analysts, quantitative analysts and technical analysts.

DKR primarily invests in U.S. convertible bonds, including preferreds with low premiums. The firm may take positions in convertibles with higher than the average premium subject to certain credit and fundamental research criteria. Convertibles are hedged by shorting and through purchase of puts. DKR may employ leverage and outsource management of their equity funds.

Acadian manages both equity strategies to deliver active returns and alternative strategies designed to deliver absolute, uncorrelated returns. The firm’s sustainable investing capabilities are integrated throughout all strategies and provide a platform for both client-specific solutions and innovative engagement. Their process uses both top-down and bottom-up signals that encompass not only fundamental valuation factors but also measures of earnings trends, price movements, quality metrics, and other factors.

Functions as a College/University

Functions as a College/University