John David Brim

Bank holding company

Discovery Management manages market neutral hedge fund that invests both long and short in a portfolio of approximately 150 to 300 stocks. The firm provides a variety of specialized research services. The portfolio selects both long and short positions using a combination of fundamental valuation metrics. Discovery Partners' fund seeks to be tax efficient and provide monthly liquidity. The portfolio selects both long and short positions using a combination of Sir John Templeton and Joel Greenblatt's fundamental valuation metrics approaches. In addition, a quality metric is used to evaluate earnings and financial statements. The portfolio holds a large number of positions in order to remain neutral to over 80 industry groups, styles, market-caps, market volatility and fluctuations in oil prices or the value of the US dollar versus the Euro. The firm specializes is designing stock selection processes that neutralize any unwanted exposures. Discovery Partners analyzes portfolios and calculates portfolios' unintentional exposures due to style, size, industry, the volatility index, the Euro, oil prices or specific sectors. For their clients that specialize in selecting their own long stock picks, the firm evaluates their portfolios and generates lists of short stocks that will complement the client's longs and eliminate unwanted style bets and factor exposures.

Smith Group applies an engineering approach to investment management. The firm leverages technology and fundamental research to identify companies with undiscovered growth potential, creating portfolios designed to produce attractive return patterns. Using both quantitative and qualitative analysis, they invest in high quality companies poised to accelerate earnings growth and exceed investor expectations. Smith Group invests, under normal market conditions, in common stocks and other equity securities. These securities may be traded over the counter or listed on an exchange. Reasons to sell a stock may include: negative earnings forecast or report, valuation concerns, company official’s downward guidance on company performance or earnings, or announcement of a buyout.

Provides auditing, financial advisory and tax consulting services

Functions as a College/University

Operates as an association of investment professionals

Smith Group manages the investment and reinvestment of clients’ assets through the investment in various securities, such as equities and, in certain cases, money market instruments. The firm applies an engineering approach to investment management. By leveraging technology and fundamental research, they identify companies with undiscovered growth potential, creating portfolios designed to produce attractive return patterns. Using both quantitative and qualitative analysis, Smith Group invests in high-quality companies poised to accelerate earnings growth and exceed investor expectations.

Acts as an Umbrella Fund