Joe Scoby

UBS O'Connor generally uses a combination of fundamental and/or quantitative analysis when formulating its investment advice or managing client assets. The firm employs a number of investment strategies in connection with its investment management services. Investment decisions are primarily based on fundamental comparisons. Such bottom-up analysis is combined with a top-down view of opportunities across the various sectors. They believe that the combination of bottom-up and top-down analysis will allow them to identify the most attractive long and short opportunities both across and within sectors and geographies.

Magnetar Financial implements a variety of different strategies in managing private investment funds and separately managed accounts (SMAs) which designed to achieve attractive risk-adjusted rates of return. Some of the funds and SMAs employ a multi-strategy approach, utilizing a wide range of strategies across a range of geographies, while others focus on one or just a few strategies. It may hold both long and short positions in a broad range of securities, derivatives, and other assets.

Achievement Asset Management (AAM) focuses on growth by trading European credit and stocks. The investment strategies the firm employs with respect to the Achievement Funds generally combine elements of fundamental long-short equity and corporate credit relative value trading, but may also include statistical arbitrage, convertible arbitrage, convertible preferred and other related strategies or variations of these strategies. The Achievement Funds seek to generate attractive risk-adjusted returns by investing when and where it is believed such returns can be achieved. Their secondary objective preservation of capital. The funds may trade futures, indices, options, bonds, treasuries, OTC products, ETFs and other various instruments as part of their portfolio and risk management processes. The funds actively trade with the majority of their positions in U.S. and Canadian issuers and with significant exposure to European and U.K. issuers. The funds may also invest in certain other countries on an opportunistic basis. In addition, AAM may trade globally and has the the sole discretion to diversify the geographic allocation of the funds' capital.

Functions as a College/University

Magnetar Capital seeks to deliver diversifying returns to investors by investing growth capital in businesses that drive the real economy. The firm invests across geographies, in both public and private transactions. They rely on their robust risk management process at the investment and portfolio level to maintain an anticipated favorable risk-return profile across various market environments.

Functions as a College/University

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