Amanda Tedesco Leithe

Suffolk Capital Management offers core, large-cap growth and small-cap growth investment products. The firm's investment approach is based on the premise that most stocks are priced efficiently, reflecting the market’s expectations of growth and perceptions of risk. Their investment selection process is quantitatively-driven, but it relies heavily on fundamental analysis. Suffolk's investment approach focuses on analyzing changes in short-term fundamentals to predict stock price. They seek to identify mispriced stocks with the potential for earnings revisions and other factors. Suffolk analyzes companies’ revised earnings forecasts, looking for stocks having better long-term growth prospects than are reflected in current market prices. The firm uses a proprietary blend of research and stock selection techniques. First, a stock’s expected returns are determined by a quantitative model incorporating growth, valuation and risk factors. Then, they analyze the earnings estimates for those companies appearing to have the most potential for stock price appreciation to determine if those estimates are likely to be revised upward or downward. Finally, Suffolk performs a fundamental analysis of growth potential.

Tracer Capital Management invests primarily in US small- and mid-cap equities. They focus on the technology, technology services and communications sectors. Tracer Capital Management maintains a very high turnover rate.

Functions as a College/University

ClearBridge Investments is a global equity manager that seeks to deliver long-term results through authentic active management by offering investment solutions that emphasize differentiated, bottom-up stock selection. The firm offers strategies focused on three primary client objectives: high active share, income solutions and low volatility. ClearBridge Investments performs research on an ongoing basis for the maintenance of existing investments, and to identify new investment opportunities. They integrate ESG considerations into their fundamental research process across all strategies.

Provides investment advice

Surveyor Capital is a global, multi-manager equities strategy and is one of Citadel’s three fundamental equities businesses. Their sector-aligned investment teams conduct deep fundamental research, developing an independent view on the companies they cover. They are specialists in their industries and experts in their coverage, building trusted relationships with many corporate management teams. The firm's investment teams leverage Citadel’s proprietary, market-neutral risk framework with the aim of building portfolios that minimize broad market exposures. Using this insight, they act on their investment theses and scale their risk-taking with confidence.

Provides wealth management, securities trading and sales, corporate finance and investment banking services