Matt Schmidt

SSBT’s Fund aims to gain exposure to the price of bitcoin, less expenses and liabilities of their operations. In seeking to achieve its investment objective, the Fund will hold bitcoin and will value its Shares daily based on the CME CF Bitcoin Reference Rate – New York Variant, which is an independently calculated value based on an aggregation of executed trade flow of major bitcoin spot platforms.

Dodge & Cox aims to deliver superior long-term investment results across a range of economic and market scenarios to enable clients to achieve their financial goals. The firm employs in-house, fundamental bottom-up research, a rigorous valuation discipline, and maintains a long-term investment horizon. Their approach to active management combines deep fundamental research with team-based decision making.

WHV Investments' investment strategies include Global Equity, International Equity and Small Cap Equity. The firm believes clients can benefit from a focused, consistent and repeatable approach to investment management across all asset classes. They seek to build high conviction portfolios from their best ideas and make investment decisions based on a long-term horizon that supports the goals of each client. WHV employs a Growth at a Reasonable Price (GARP) approach to domestic equity investment management. Their international and global equity strategies utilize a growth-oriented, top-down sector allocation approach. WHV's security analysis methods include fundamental, technical, and cyclical analysis. They primarily invest for relatively long time horizons, often for a year or more. Their strategies do not involve frequent trading of securities. However, market developments may lead them to buy or sell securities more quickly. WHV doesn't invest in IPOs or private placements, nor do they engage in short selling or option writing.

Stewart & Patten is a conservative and income-orientated investor that focuses on financially strong companies with medium to large-cap. They invest client portfolios in stocks, taxable and tax-exempt bonds, and short-term instruments such as Treasury bills and money market funds. The firm selects stock paying dividends, where their fundamental analysis suggests good prospects for additional profit and dividend growth. A typical portfolio contains 25 to 30 stocks.

VCM portfolios are invested in a conservatively weighted combination of large capitalization equities and fixed income securities. The balance of fixed income securities and large capitalization equities is based on each client’s particular situation with the objective of protecting principal while achieving capital appreciation. They also provide a small capitalization equity strategy to a small number of clients who are willing to assume more risk for potentially higher returns. Their investment strategy focuses on a blended top-down/bottom-up approach to construct an effective portfolio.

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Offers investment advice

Parallel is a long-term strategic asset allocator seeking superior risk-adjusted returns by staying fully invested and diversified across market cycles. The firm aims for consistent and predictable returns rather than opportunistic or market-timed approaches to deliver clients the best chance to meet their goals. They are decentralized and look to leverage multiple strategic partners when making asset allocation and manager selection decisions. Parallel favors a balanced approach, taking advantage of active management in more inefficient / esoteric asset classes and letting passive management do the work within efficient asset classes.