Carter Newbold

Barings? investment decisions across all asset classes incorporate a comprehensive analysis that uses or combines top-down and/or bottom-up approaches to investment analysis. The firm utilizes economic, fundamental, technical/cyclical, and quantitative analyses, along with a sound understanding of both macro drivers and micro considerations in its investment decision-making process and to manage risk. They invest in a variety of fixed income and financing instruments across various industries as well as credit qualities and maturities in North America, Europe, Latin America, Africa/Middle East, and the Asia-Pacific region. Barings manages portfolios of public equity securities and equity-related securities of issuers of all sizes. The firm has teams focused on three alternative investment sectors: Real Estate, Private Equity & Real Assets, and Funds & Co-Investments.

Bank holding company

Rutabaga is a value manager that invests in turnarounds and focuses on investing in micro-cap stocks. The firm's fundamental, bottom-up research process strives to identify catalysts for change that will boost profit margins, driving significant earnings acceleration, which should in turn deliver significant stock appreciation. Their portfolios typically have 20-40 stocks. If a company executes poorly, experiences market share loss, or sees a material deterioration in its capital structure, they will liquidate that holding.

Sovereign Advisers is a fixed-income manager that uses a disciplined investment process and analytical tools to add value to client portfolios

Functions as a College/University