Eric Sagmeister

Nicholas-Applegate Capital Management employs a forward-thinking, change-focused investment philosophy to create domestic and international portfolios across fundamental and systematic equity, income and growth strategies. The firm's investment approach seeks to identify points of inflection that could lead to strong price appreciation and to invest in a timely manner to maximize return potential. The firm's range of investment strategies include domestic, global, international and specialty portfolios. Each portfolio follows one of two approaches: traditional or model-driven (systematic). Nicholas-Applegate tends to invest in the stocks of companies in the electronic technology, health technology, technology services, consumer non-durables and finance sectors. The firm invests globally, across all market-caps. Nicholas-Applegate maintains a medium turnover rate.

CSAM aims to drive long-term performance and positive impact beyond returns.

Salient Partners offers a suite of strategies focused on real assets, comprised of energy infrastructure investments, real estate, and tactical alternatives. These strategies are designed to serve as powerful building blocks for smarter, more efficient portfolios.

Forward Management offers investment management and advisory services in the following investment strategies: US Dividend Signal Portfolio, International Dividend Signal ADR and Institutional Portfolio, Global Dividend Signal Portfolio, Small-Mid Core Portfolio, Global All-Cap Dividend Signal Portfolio, Tactical Growth Portfolio, and Adaptive Income Portfolio. The US Dividend Signal Portfolio seeks to provide long-term capital appreciation and dividend income by investing primarily in larger, established companies located in the US. It invests primarily in high quality common stocks that regularly pay dividends. Investments are selected based on higher relative dividend yields, dividend growth potential, and anticipated stock price appreciation. The Global Dividend Signal Portfolio seeks to provide long-term capital appreciation and dividend income by investing primarily in companies located around the world. It invests primarily in common stocks and ADRs that regularly pay dividends. Investments are selected based on higher relative dividend yields, dividend growth potential, and anticipated stock price appreciation. The Small-Mid Core Portfolio seeks to achieve above-average returns by constructing a style and sector diversified portfolio of small- and mid-sized company stocks. It invests in companies with earnings primarily focused on one business with reasonable valuations. The Global All Cap Dividend Signal Portfolio is a combination of the Global Dividend Signal and Small-Mid Core Strategies. The Tactical Growth Portfolio seeks to produce above-average, risk-adjusted returns, in any market environment, while exhibiting less downside volatility than the market itself. It is designed to evaluate potential long and short investments in an attempt to isolate those securities believed to be undervalued or overvalued relative to their intrinsic value and offer the greatest risk-adjusted potential for returns. The Adaptive Income Portfolio seeks to produce the highest level of income given a target level of risk. It invests across a diverse range of ETFs and dynamically adjusts the portfolio’s mix of assets to adapt to changing markets conditions.

NTI-IM employs a variety of security analysis methods in providing investment advisory services. The firm applies quantitative analysis methodologies in creating overlay investment strategies. Each investment strategy of the firm is managed by a team comprised of portfolio managers and investment analysts. Their asset class capabilities include equity, fixed income, liquidity and asset allocation. Strategy implementation ranges from passive and factor-based quantitative, to fundamental active and multi-manager.

Provides brokerage services

Functions as a College/University

Provides wealth management, securities trading and sales, corporate finance and investment banking services