Alexis Vail Tessier

300 North Capital (300NC) specializes in long-only small-cap, small to mid-cap (SMID) and mid-cap growth equity strategies. The firm also manages accounts and funds with a global macro strategy. 300NC’s investment approach for small cap, mid-cap, and SMID-cap strategies focuses primarily on fundamental, bottom-up research. In addition, they overlay a top-down strategic outlook. Their equity universe consists of U.S. companies, ADRs, and relevant U.S. traded foreign companies with market-cap in the range of the relative Russell growth index. 300NC’s global macro product is a variable biased global macro strategy that primarily invests in equities, fixed income securities, commodities, and currencies. The strategy holds only listed, liquid securities, and maintains a gross invested position generally between 0% and 200% and net exposure generally between -100% and +200%, in normal capital market environments.

Provides management consulting services

Citadel employs a fundamental buy and hold approach to investment. The firm seeks to purchase stock in companies that they assess have price growth potential, run by competent management, and can be purchased at a fair price. In the absence of this opportunity, Citadel will park funds in money market accounts or other fixed income securities. The firm sells securities when it perceives there is a negative secular dynamic that puts the company's fundamental value at risk, value is no longer attractive on either an absolute or relative basis, or Citadel concludes its thesis for purchase was incorrect.

Functions as a College/University

Functions as a College/University

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Operates as a strategic communications and advisory ?rm