Rob Roy

PIM is an active, long-term investment manager across the major asset classes. Their analysis of the financial markets is generally based on fundamental analysis and research, but also includes quantitative elements. PIM research is focused on developing both a top-down view of broader market performance and a bottom-up outlook for individual securities.

Provides healthcare services

Provides investment advice

Functions as a College/University

Functions as a College/University

Functions as a College/University

Atlantic Advisors focuses on delivering absolute return solutions to their clients. The firm's three product lines include managed accounts for high net-worth individuals, custom institutional management and alternative investment funds. They strive to understand the economic framework which allows them to identify opportunity and avoid significant headwinds. This involves surveying and understanding a range of influences such as interest rates, equity valuations, politics, seasonality, money flows and technical indicators. Their trade structures span asset classes and styles. Atlantic Advisors seeks to identify the strategies that currently offer the best risk/return profile for the current market environment regardless of style or asset class. To focus on capital preservation, portfolios are structured with the absolute goal clearly in focus. Risk is not defined relative to a market benchmark but relative to the stated needs of the investor. The firm performs ongoing research into market dynamics, individual company financials and macroeconomic issues.

BPV Resources provides institutional investment management services using an investment approach based on an overall risk management perspective, a focus on current market conditions and an overriding commitment to maximizing compound returns relative to the amount of risk assumed. The firm manages assets in accordance with three distinct but related strategies: the Fixed Income Strategy, the Global Systematic Risk Allocation Strategy and the Global Equity Strategy. The strategies are often combined within a client’s portfolio to meet the investment objectives. All of BPV's investment strategies have the primary goal of maximizing compounded returns relative to the level of risk assumed. BPV manages most client accounts on a discretionary basis and has full authority in determining what securities to buy and sell. The firm implements its investment strategies through investments in a range of securities and other financial instruments, including, US government securities, fixed income securities, MBS, commercial paper, CDs, municipal securities, equities (both individual stocks and baskets of stocks), commodities, foreign currency, related instruments (e.g., futures, forwards, exchange-traded funds or notes, total return swaps), equity volatility related instruments, and long and short call options and put options on the underlying or related instruments.

AdventHealth-IM has an equity portfolio, which includes domestic and foreign investments that are based on various market indices and include securities such as futures contracts, ETFs, and puts. As part of their investment strategy, the firm invests in alternative investments (primarily hedge funds) through partnership investment trusts. The partnership investment trusts generally contract with managers who have full discretionary authority over the investment decisions.