Donald Curran

Oppenheimer manages separate US small-, mid- and large-cap and value equity portfolios and separate non-US international and global equity portfolios. The firm also offers an array of separately managed institutional investment products. Their proprietary research approaches designed to deliver alpha to client portfolios. Oppenheimer's value strategies are designed to generate alpha through research insights that identify securities trading at a discount to intrinsic value. Their value strategy platform contains several equity strategies managed for long-term appreciation over a full market cycle. Their value strategies include large-cap value, mid-cap value, small-cap value, all cap value and balanced value. Oppenheimer's core strategies incorporate a value-oriented investment approach that emphasizes strong management and franchise quality when analyzing companies and identifying attractive investment opportunities. Their core strategy platform is managed for long-term appreciation over a full market cycle and includes large-cap focus, strategic equity, small-cap core and all cap equity. Oppenheimer's growth strategies employ a bottom-up fundamental research approach. The goal is to identify growing businesses through proprietary fundamental research, bearing in mind a long-term investment horizon. They believe this is the best way to identify differentiated insights about a stock's earnings potential and ultimately generate strong returns. Their growth strategies include large-cap growth, mid-cap growth, small-cap growth and 130/30 S/M growth. The firm's global strategies include core and value-oriented investment approaches that emphasize strong management and franchise quality when analyzing companies and identifying attractive investment opportunities. Their global strategy platform is managed for long-term appreciation over a full market cycle and includes international equity and global equity. Oppenheimer's fixed-income strategies incorporate a multi-sector approach investing in U.S. government, agency and corporate bonds. Their fixed-income strategies seek long-term outperformance of client specific benchmarks over a full market cycle. These strategies include fixed-income core, fixed-income core plus, fixed-income intermediate and fixed-income government/corporate. Oppenheimer also offers structured alpha strategies that integrate their proprietary index options approach with underlying fixed income, passive equity or active equity portfolios. The strategies are designed to achieve absolute-return, alpha-enhancement and beta-hedging. One of the key benefits of this approach is the consistently low correlation of the alpha source to the underlying portfolio. These strategies include structured alpha and enhanced index.

Cypress is a long-term investor that strives to generate above market returns across a wide range of challenging global economic and market environments. Their investment process combines a top-down macro approach to guide portfolio construction with fundamental, research driven stock selection. To reduce risk and to provide stability, each portfolio is typically diversified across 30 or more holdings. Stocks will be sold, or weightings reduced when price exceeds full value or becomes expensive on a relative basis, when the fundamental outlook for the company or industry becomes less favorable or significantly increases the risk of the position, or to make room for a more attractive alternative.

R&Co actively manages their portfolios with a goal of outperforming the indices, whatever the market conditions, and with a controlled level of risk. The firm’s investment strategy is based on three key principles that drive their investment decisions regarding allocation, sector and stock selection. Their three core investment principles are Conviction, Fundamentals and Convexity.

Provides investment management services

Functions as a College/University

Phoenix Investment Adviser focuses on high yield debt and utilizes a research intensive, bottom-up investment process which focuses on securities of companies which have undergone or are undergoing some financial stress. The firm concentrates its investment recommendations primarily on securities that it believes trade at a significant discount to their underlying value. They analyze prospects across all industries, but focuses on asset rich, positive cash flow companies. Phoenix Investment Adviser looks throughout the capital structure and across asset classes to identify securities with the greatest perceived return potential for each of our strategies. They may also engage in short sales, hedging strategies and capital structure arbitrage to enhance performance and/or to hedge certain risks of a portfolio.