James M. Anders

Mercator Asset Management (MAM) specializes in managing international equity portfolios for institutional clients. The firm seeks to add value primarily through stock selection and secondarily through identification of countries and geographical regions offering attractive investment opportunities. In constructing a diversified portfolio, MAM seeks to maximize the total return for their clients, taking into account changes in the market prices of investments and changes in the values of currencies in which client assets are denominated. They generally emphasize equity investments of developed/emerging markets. MAM’s philosophy is value investing with bottom-up stock analysis. They seek to invest in stocks that are undervalued and are out-of-favor/overlooked by most investors, with the goal of achieving superior long-term performance. The investment process for this strategy is a team effort that relies on fundamental stock analysis to identify stocks with value characteristics. Fundamental analysis adds value by identifying which stocks they believe will outperform and should be purchased. MAM looks for catalysts for stock price appreciation and seeks to identify opportunities that are being underappreciated and/or overlooked.

Functions as a College/University

Consilium is an active manager that trades and invests mainly in debt and equity securities traded in non–US and US public markets. Their portfolio sizes are focused and are constructed with an index-agnostic philosophy.

Functions as a College/University

GQG is a long-term investor that aims to deliver superior risk-adjusted returns and capital appreciation over a full market cycle. The firm believes that concentrated portfolios of higher-quality, growing companies, managed in a benchmark-agnostic fashion, will enable them to offer attractive risk-adjusted returns against the market index. Therefore, their investment philosophy is rooted in buying high-quality, growing companies and building portfolios that focus on diversifying end-consumer risk. GQG pursues a bottom-up, fundamental research process when evaluating potential portfolio companies. The firm sells companies when their risks or opportunities fundamentally change or when the stock price no longer reflects a good value. They will also sell to companies when they find more attractive alternatives.