Victor Xiang

Functions as a College/University

Heartwood is a fundamentally-driven specialist active asset manager which aims to deliver strong, long-term performance results for investors through an exceptional focus on producing returns and managing risk and downside volatility in select investment strategies within truly active, high conviction, disciplined, and research intensive processes. The firm’s approach to fundamental stock selection is rooted in their differentiated Economic Value Added (EVA) based investment analysis which is the competitive edge that yields a more accurate picture of intrinsic value; what they call “Investment Research through a Different Prism”.

Functions as a College/University

Provides real time intelligence data on debt and finance

Hickory Lane is a value-oriented asset manager focused on special situations utilizing a fundamentals-based approach, primarily in the tech/media/telecom (TMT), industrials, and consumer sectors. The firm employs a multi-disciplinary approach to generate strong risk-adjusted returns. Their strategy is centered on long-term bottom-up investing, top-down analysis, and rigorous risk management. Hickory Lane approaches investing from a balance sheet perspective, ensuring an understanding of how the capital structure affects equity value. Their shorts seek to hedge idiosyncratic risks directly related to the long portfolio.