Ed Taylor

MLAM's worldwide approach to equity investing uses a philosophy of identifying relative value among individual stocks and stock markets by focusing primarily on two variables: reinvestment rate and the price-to-book value ratio. There are seven additional screens employed to further refine the process. The factors used to identify value include price-to-cash flow, price-to-earnings ratios, past and future earnings growth and dividend payouts. For asset allocation, a country whose market valuation measurements seem consistently above or below world averages or its own historical averages are over or under-weighted accordingly. The degrees of over or under-weighting are determined by relative economic prospects as measured by the outlook for GNP, inflation and interest rates of each country and their impact on currency movements. By combining a value approach to individual stock selection with asset allocation by country, the firm seeks to achieve consistent performance relative to international equity indexes. MLAM combines top-down and bottom-up analysis and uses proprietary models as part of their research process. Their funds are team-managed.

Taylor, Cottrill uses exchange-listed securities, securities traded over-the-counter, ADRs of foreign issuers, corporate debt securities, commercial paper, CDs, municipal bonds, US government securities, mutual fund shares, and ETFs. The firm prefers to make long-term purchases on behalf of their clients, although market conditions may, at times, require short-term purchases (less than 1 year holding period) and trading (less than a 30-day holding period). Infrequently, and depending on client and market circumstances, they may use short sales, margin transactions, and covered call strategies. ^

Functions as a College/University

Ledyard Financial Advisors aims to preserve and enhance their client's wealth. The firm constructs globally diversified portfolios and identifies effective investment solutions that address the distinct requirements of their clients. They buy individual stocks when investing in the US market and in certain international markets. When investing internationally, Ledyard Financial Advisors primarily buys ETFs, country funds, and actively managed funds. Their approach to investing in fixed income securities assesses macroeconomic factors, valuation, price trend and risk. The firm typically buys individual bonds, but they use a managed fund when investing in the high yield sector.

Taylor Investments, also known as Huntington Vacuum Products, is an OEM manufacturer of metal components. The company specializes in designing and manufacturing high and ultra-high vacuum apparatus for research and development, as well as for semiconductor, aerospace, and other practical applications. The company's product line includes industry standard devices and components, as well as custom machined products and contract manufacturing. The company's products are used worldwide in college and university labs, by OEMs for product development, and by government entities for testing extreme environments. The company is based in TX.

WICI’s securities analysis methods rely on the assumption that the companies whose securities they purchase and sell, the rating agencies that review these securities, and other publicly available sources of information about these securities are providing accurate and unbiased data. The firm uses the following methods of analysis in formulating investment advice and/or managing client assets: asset allocation, individual security analysis, and mutual fund and/or ETF analysis. They identify an appropriate ratio of equity securities, fixed-income, and cash suitable to the client’s investment goals and risk tolerance. Their primary approach to evaluating individual securities is the process of reviewing basic valuation data.