Jason Gary Allen

Boys Arnold & Co. (BAC) conducts in-house research in support of their growth investment strategy and security selection process. Each client's financial objectives are considered when establishing asset allocation guidelines that will govern the firm's investment mix of assets. For equities, stocks must meet established standards at three levels of evaluation. First, companies are screened for market cap, historical operating performance and balance sheet soundness. Next, each stock is evaluated for growth of profits and trend in the level of profitability, measured by CFROI. The final phase of analysis focuses on the company's products, management, and the perceived value at its current price. This evaluation process applies to both buy and sell decisions. When managing fixed-income, non-taxable portfolios are managed on a total return approach. While guarding against loss of principal, BAC adds value through active management of maturity, sector weightings and individual issues. These portfolios are heavily weighted in government bonds and high-quality corporate obligations and are diversified across maturities, industries and issues. Taxable portfolios are managed with an emphasis on current income and minimization of taxes. BAC attempts to control risk by diversifying issues and maturities, by emphasizing excellent quality and by continuously monitoring the credit quality of all holdings. Although the presence of capital gains taxes leads to less frequent trading in taxable accounts, they initiate trades to adjust average maturity and to capitalize on occasional inefficiencies in the market.

Chatham focuses on asset allocation as the primary determinant of portfolio return. The firm considers a client’s overall assets when structuring the investment portfolio.

Functions as a College/University

Provides investment research

Crestridge's investment approach focuses on the fundamentals-driven selection of core long and short positions and opportunistic trading of stocks, options and ETFs. The Crestridge Validus Fund LP focuses on small-caps and takes a bottom-up approach to establishing long/short positions in a variety of sectors. They use ETFs to limit risk. The Crestridge Validus Fund II LP emphasizes mid and large-cap companies and invests in ETFs or ultra ETFs and stocks. They establish long (short) positions and write call (put) options against those positions. They employ opportunistic trading of options and ETFs to capitalize on volatility/irrational pricing. To remain flexible, the fund has no specific restrictions on long or short emphasis or position concentration. They generally do not have more than 10% invested in any single position. The Crestridge Capital Long/Short Offshore Fund is an offshore version of the Crestridge Validus Fund II.