Bret Jones

Designs and manufactures search, detection, navigation, guidance, aeronautical and nautical systems and instruments

Provides brokerage services

TimesSquare seeks to build diversified portfolios of growth stocks that generate excellent risk-adjusted returns. The firm’s strategies utilize a time-tested bottom-up approach and fundamental research skills focusing on investing in small to mid-cap companies.

Provides brokerage services

Provides brokerage services

Functions as a College/University

Provides brokerage services

AllianzGI US manages client portfolios (directly or through model delivery and wrap fee programs) using traditional and systematic processes across various investment strategies. The firm offers an array of US equity strategies that vary across style and market-cap ranges. Their high yield bond and convertibles strategies employ a fundamental bottom-up process that seeks the early identification of high yield issuers that exhibit the potential for improving fundamental characteristics. AllianzGI US employs rigorous fundamental research and capital structure analysis to construct portfolios that consist of the best companies from a risk/return standpoint. They also offer alternative investment strategies that are designed to achieve absolute return, alpha enhancement and beta hedging.

Pura Vida employs a fundamentally driven investment approach that is focused on the healthcare sector. The firm uses a broad set of research tools in constructing its investment portfolios. They may, from time to time, make activist and/or control investments with respect to the issuer of an asset held in a client’s portfolio. Their investment strategies primarily involve trading equity and debt, both long and short, as well as derivatives of public and private issuers globally.