Steve Carhart

Amundi US selects investments from a wide range of asset classes and employs a variety of styles in managing client assets. Regarding equity securities, the firm employs fundamental and quantitative research to their portfolio management approach. With respect to fixed income securities, their investment professionals consistently apply well established means of identifying potentially rewarding securities. Whether applying top-down analysis that leads to selection of government bonds, or the bottom-up approach that ends with corporate bonds being selected, the investment management team's goal is portfolio construction that matches product objectives and supports investors’ goals.

Operates as a holding company which invests in technology companies through its subsidiary

Trust & Fiduciary Management Services (TFMS) constructs portfolios by employing qualitative and fundamental techniques. For equities, they use a framework based on the ideas of Nobel Laureates Franco Modigliani and Merton Miller. They also use measures of operating momentum. TFMS manages fixed-income portfolios by using individual issues and both closed- and open-ended funds as needed to meet specialized client objectives.

Functions as a College/University

Provides financial advisory and wealth management services

Bramshill seeks to generate income and total return by tactically allocating across highly liquid fixed income and income producing asset classes. Their investments are designed with the intent to preserve and grow their investors? capital utilizing their fundamental value-based approach. The firm uses a top-down approach for macro analysis combined with a bottom-up fundamental analysis for individual security selection.

Provides investment advice