Zach Turnage

Westwood specializes in distinct investment capabilities: US Value Equity and Multi Asset, which includes Asset Allocation, Real Assets and Tactical, and are made available through separate accounts, the Westwood Funds® family of mutual funds and other pooled vehicles. The firm combines bottom-up, fundamental security selection and top-down macroeconomic views to achieve an optimal risk-adjusted outcome for their investors.

AmSouth begins their research effort with macroeconomic analysis to identify sectors it believes will be sound investments. For value, AmSouth uses a bottom-up contrarian approach to identify stocks. For growth, they seek mid/large-cap stocks with free cash flows, dominant market shares, increasing dividends, sound balance sheets and low downside risk

The RSA invests the System’s funds in several diverse asset classes, including equities, bonds, real estate and other alternative investments. This diversification helps the firm earn the highest possible risk-adjusted rate of return and enables them to pay benefits to members and their beneficiaries at the lowest possible cost to Alabama taxpayers.

Harbinger specializes in event/distressed investment strategies. The firm seeks to invest in alpha-generating ideas that are uncorrelated to investment cycles. They generally pursue the following strategies: (1) event-driven (2) distressed/bankruptcy (3) value and (4) corporate shorts. Investments may be passive, active and control investments in a wide range of industries and countries. Harbinger combines a flexible, innovative approach to uncovering opportunity with a detailed investment process, which emphasizes rigorous fundamental research, thorough vetting of each prospective investment, and the identification of catalysts for value realization.

Functions as a College/University

Functions as a College/University

HFA manages funds in which the assets may be invested in common and preferred equities, corporate or government debt, high-yield fixed-income securities, distressed debt and equities, convertible securities, currencies, interest rate positions, options, futures, swaps, derivatives, synthetic instruments, repurchase agreements, loan participations, over-the-counter transactions, restricted securities and securities issued by privately held companies or other entities. They also provide advice relating to private equity, venture capital and mezzanine lending investments and power generation facilities.

MSWM assists clients in devising and implementing a reasoned, systematic, long-term investment strategy tailored to their financial circumstances. The firm also assists clients in evaluating their investment objectives and risk tolerance and enables them to invest in a broad array of eligible assets.