John Webber

James Caird is a fundamental investor with a long-term market view. The firm's investment universe is centered on recognizable, liquid companies with strong balance sheets and cash flows. This includes large and mid-cap companies, and occasionally small-cap, in both growth and value styles. Their investment process is fundamentally oriented and uses a two-pronged approach to arrive at an investment strategy – a qualitative top-down and a quantitative bottom-up comprehensive analysis.

Commercial banking

Criterion Capital Management mainly invests in equity and equity-related securities that are traded publicly in US markets, with a focus on the global technology, media and telecommunications sectors. In addition, the firm invests in other types of securities, including preferred stocks, warrants, options, futures, other derivatives and money market instruments. Criterion takes both long and short positions and engages in margin trading and hedging strategies.

Functions as a College/University

Functions as a College/University

Crestwood constructs globally diversified portfolios based on client objectives and the firm’s fundamental outlook for individual securities, asset classes, investment markets and global economies. The firm customizes client portfolios based on each client’s unique income needs, risk tolerance and time horizon. They employ a globally diversified investment strategy, which includes both a top-down” (asset allocation) and bottom-up (security selection) approach to asset management. Crestwood attempts to enhance risk-adjusted returns by diversifying portfolios into securities with consideration of risk reducing diversification benefits. Additionally, the firm strives to be tax efficient with client portfolios, seeking to minimize investment gains and invest in tax-free bonds, as appropriate.