Nardin L. Baker

GMO offers investment strategies in many of the major asset classes, as well as multi-asset class and alternative strategies. Within these strategies, a range of investment styles, market capitalizations, and types of securities may be represented. The firm's investment strategies are implemented via pooled vehicles and/or through discretionary advice provided to separately managed accounts, some of which use pooled vehicles.

National Investment Services, Inc. is an active manager.

Provides investment advice

Security Investors seeks to achieve superior risk-adjusted returns through investments in domestic equities, global equities, fixed-income securities and alternative investments. The firm's domestic equity strategy follows a value-oriented approach and target companies where the stock price does not reflect their internal assessment of intrinsic value, based on their assessment of long-term fundamental expectations and/or risk profile. Their global equity strategy employs a bottom-up stock selection process in a global context. Security Investors fixed-income strategy focuses on the selection of issues based on both structure and credit. They employ top-down decision-making, fundamental analysis and rigorous management of credit risk.

QS Batterymarch Financial Management offers equity and multi-asset solutions based on a range of macro, behavioral and bottom-up insights. The firm's strategies include: Global Equity, US Equity, Liquid Alternatives and Customized Solutions.

AB Kapital is an active manager that invests globally in debt and equity across sectors and market-caps which aims to achieve long-term stable outperformance. Their geographic focus is on Norway and Nordic countries. The firm believes that thorough research can identify market anomalies and achieve superior and consistent investment results. Their internal allocation team performs both tactical and strategic asset allocation to construct portfolios.

Functions as a College/University