Asset Managers
We take the big picture perspective in selecting experienced investment managers with unique investment strategies. Offering these experienced managers in various product structures, we seek to provide investors with the opportunity for less risk and greater returns over time.
Angel Oak Capital Advisors is an investment management firm focused on providing compelling fixed income investment solutions for its clients. Backed by a value-driven approach, Angel Oak Capital seeks to deliver attractive risk-adjusted returns through a combination of stable current income and price appreciation.
Strategies
- Fixed Income
Funds
BlueBay is a global specialist fixed income manager uniquely positioned at the convergence point between traditional and alternative asset managers. Headquartered in London with a strong European presence, BlueBay invests over US$60 billion for institutional investors and financial institutions across the fixed income on a global scale, from active benchmarked portfolios to alternative strategies and private debt.
Strategies
- International Credit
Fund
Validus is a research-focused, fundamentally-driven manager of direct equity, alternative, and asset allocation strategies. As part of its proprietary research methods, Validus implements systematic scoring regimes to identify specific investment opportunities which are combined with active risk-mitigation techniques to construct portfolios. Validus currently has over $215 million in assets under management and administration.
Strategies
Core Multi-Alternative
Funds
ArrowMark Partners is a fundamental research-based investment manager focused on matching client needs and world-class human capital. They are the Adviser to the Meridian Funds.
Strategies
- Small Mid Growth
- Contrarian
Funds
Strategies
- Preferred Securities
Funds
Tekla Capital Management is a leader in bioscience and healthcare related investing.
Strategies
Healthcare and Bioscience Investing
Funds
Ares is a publicly traded, leading global alternative asset manager (NYSE: ARES) that operates four distinct but complementary investment groups which invest in the tradable credit, direct lending, private equity and real estate markets and have the ability to invest in all levels of a company’s capital structure.
Strategies
- Multi-SectorCredit
- Middle-Market Direct Lending
Funds
Granahan Investment Management is an employee-owned asset manager founded by investment professionals with a passion for small capitalization growth equity investing, with the sole purpose of providing high quality small cap portfolios to institutional investors and wealthy individuals. Founded in 1985, Granahan has over 30 years of experience investing in the small cap space. As of June 30, 2019, GIM had over $2 billion in assets under management.
Strategies
Small Cap Growth