Andrew Cueva

Provides enterprise computer system integration, software consulting and related information technology services

AMUS actively manages portfolios within client investment guidelines using discretion to meet client objectives. The firm utilizes qualitative and quantitative research and inputs in their investment strategies. Their portfolio construction process is a combination of top-down decisions at a portfolio level and bottom-up decisions taken in the regional portfolio by the local specialist credit managers. Active risk management is fully integrated into the firm’s investment process.

Deltec is primarily an unleveraged, long-only manager. The firm specializes in implementing actively managed investment strategies with the objective of earning positive absolute returns. Their strategies are all based on the fundamental research of individual securities. Emphasis is placed on the securities of issuers that operate in out-of-favor sectors and/or securities that are poorly understood or underfollowed.

Bankers Trust treats investment management as an ongoing process to help clients achieve their future goals. The firm’s approach addresses their whole financial picture, from retirement planning to education funding to managing risk, and developing appropriate investment strategies for each area.

Acts as Hedge Fund

Functions as a College/University

Avalon is a long/short equity strategy focused on investments in mid to large-cap growth stocks, primarily in the developed world equity markets. This fundamental growth orientation focuses their investments in five sectors: consumer goods, retailing, healthcare, technology, and media/related services. US market investments have historically accounted for 75% of gross exposure, international markets for roughly 25%.

Green Cay manages emerging markets, global technology, U.S. relative value, and global hard asset funds. The same investment process is used in all funds; a bottom-up, value approach on the long side while the short side employs momentum screens. The firm does not invest in hard alcohol, tobacco, handgun or gambling companies. They rank stocks in terms of social responsibility by ethicists and academics and invest in those stocks deemed most socially responsible while shorting those most irresponsible.

MAK seeks to generate positive absolute returns through a multi-strategy investment approach. They focus on opportunistic investing designed to take advantage of macro and fundamental opportunities based on an analysis of the risk-reward outlook.