Michele Alison Ward

Price Associates uses a complex and multifaceted approach to investment analysis and asset management decisions. They integrate ESG factors into their investment research process. The firm focuses on the ESG factors they consider most likely to have a material impact on the performance of securities in client accounts. Price Associates also focuses on their analytical process on three areas of research: the industry, the contracts issued, and the creditworthiness of each individual issuer.

Barrett Associates is a large-cap growth manager that seeks to achieve premium returns through investments in the stocks of fundamentally strong, shareholder-oriented companies with superior, sustainable sales and earnings growth. They focus on companies in higher-growth industries that are experiencing superior sales and earnings increases. Investments are diversified across a variety of growing industries to provide portfolios with superior overall growth characteristics and to control risk. Though not limited by sector, Barrett Associates tends to invest in the stocks of large-cap companies in the finance, technology services, health technology, energy minerals, producer manufacturing and electronic technology sectors. They invest primarily in the US and Europe. The firm maintains a very low turnover rate. Barrett Associates' research efforts focus on industries that have the potential to grow at a greater rate than the overall economy. The firm looks for companies with excellent management teams, high pre-tax margins and significant cash generation. They strive to purchase shares at an appropriate valuation and hold them for as long as the company's competitive advantages are sustained. Barrett Associates' investment horizon is 3 to 5 years. Barrett Associates also offers balanced portfolios. Bonds are included in portfolios to provide safety, liquidity and a stable stream of income on a favorable after-tax basis. The firm's fixed-income investment approach selects bonds based on their outlook for interest rates and the client's tax status. Barrett Associates invests in securities with a high-quality credit rating. The firm's fixed-income research evaluates macroeconomic data including GDP growth, fiscal monetary and regulatory policy, the outlook for inflation and global capital flows to determine long and short-term expectations for interest rates. Bond portfolios are positioned to take advantage of the inflection point of the yield curve. Barrett Associates invests in bonds rated investment grade or better. These securities may include issues of the US Treasury, state and local governments, including US territories, authorities and agencies and high-quality corporations.

CCI is a bottom-up, growth-oriented equity manager that manages Large-Cap, Mid-Cap, SMID, Small-Cap, and Custom-Cap equity portfolios for clients. They utilize a growth-oriented, investment philosophy of Positive Momentum & Positive Surprise, which strives to invest in good companies getting stronger and in companies whose fundamentals are exceeding investor expectations. The firm invests in securities of non-US issuers, including through investments in American Depository Receipts. They typically manage equity portfolios on a long-only basis, with the exception of certain accounts including the CCI Private Funds, which are managed according to a long/short strategy. CCI manages their affiliated private funds and other US and foreign accounts with additional investment strategies including the trading of derivatives, foreign currency, hedging, leverage and short sales.

Functions as a College/University

Functions as a College/University

Price IM uses a complex and multi-faceted approach to investment analysis and asset management decisions. The firm integrates environmental, social and corporate governance (ESG) factors into their investment research process. They focus on the ESG factors they consider most likely to have a material impact on the performance of securities in client accounts.