Ward Davis

MFS focuses on identifying businesses with durable, long-term value through their active investment platform. The firm uses various methods to evaluate securities, including fundamental analysis and quantitative analysis.

Chilton Investment is a global investment management firm that aims to produce superior investment returns by aggressively seeking capital appreciation in rising markets and preserves capital in declining markets. The firm takes a long-term perspective and endeavors to maintain a focused, disciplined portfolio that consistently generates profits for clients over time. Chilton Investment invests primarily in equity securities, both through long positions and short positions. Their investment philosophy is generally based on fundamental research with a bottom-up approach. The firm invests in both growth and value companies that it believes meet short-term and long-term fundamental criteria.

Trivium is a global long/short opportunistic small-cap investor. They focus on several sectors including, but not limited to, technology, technology services, retail and commercial services. Trivium maintains a high turnover

Zweig-DiMenna seeks absolute returns primarily through a strategy of investing and trading in equities of US and foreign companies, both long and short, and other financial instruments. The firm primarily uses fundamental analysis in its stock selection.

Functions as a College/University

Caerus Global Investors focuses on investments in consumer durables, consumer non-durables and consumer services sectors. The firm trades consumer stocks and options on a global basis

Functions as a College/University

Caerus Investors seeks to invest client assets primarily in long or short positions in companies that are predominantly focused on consumer-related sectors. The firm's analysis generally includes a rigorous due diligence and selection process based on in-depth fundamental research. Each long and short position seeks to generate its own individual alpha. Sector focus includes, but is not limited to, retail, gaming & lodging, leisure, consumer technology, staples, building materials, transportation and media. Caerus Investors may utilize financial leverage and/or enter into various derivative instruments, including options, to the extent they fit within a client’s investment objectives and guidelines.

Operates as a blank check company