Jon Ferguson

Provides brokerage services

Produces investment periodicals and related publications

MLAM's worldwide approach to equity investing uses a philosophy of identifying relative value among individual stocks and stock markets by focusing primarily on two variables: reinvestment rate and the price-to-book value ratio. There are seven additional screens employed to further refine the process. The factors used to identify value include price-to-cash flow, price-to-earnings ratios, past and future earnings growth and dividend payouts. For asset allocation, a country whose market valuation measurements seem consistently above or below world averages or its own historical averages are over or under-weighted accordingly. The degrees of over or under-weighting are determined by relative economic prospects as measured by the outlook for GNP, inflation and interest rates of each country and their impact on currency movements. By combining a value approach to individual stock selection with asset allocation by country, the firm seeks to achieve consistent performance relative to international equity indexes. MLAM combines top-down and bottom-up analysis and uses proprietary models as part of their research process. Their funds are team-managed.

Alexandria Capital manages discretionary investment management of portfolios comprised of common stocks, preferred stocks, ETFs, mutual funds, corporate and tax-exempt bonds, and short-term reserves. The investment process begins with formulating a client-centric strategy covering objectives, needs, time horizon, risk tolerance, and any other desired investment restrictions or parameters. They have four crucial principles that drive their investment philosophy: commitment to research and analysis, minimization of tax and cost friction, application of portfolio construction fundamentals, and customization of tailored portfolio solutions. The firm’s methods of economic, market and security analysis include fundamental analysis, quantitative techniques, and technical analysis.

FIC Capital actively manages portfolios of individual securities rather than baskets of mutual funds. The firm's investment approach is based on fundamental analysis of industries and companies along with examination of macroeconomic trends and seeks to limit portfolio risk. FIC evaluates investment opportunities using fundamental and quantitative criteria. FIC applies a comprehensive valuation analysis to every investment they make. Valuation is calculated relative to multiple time points over a multi-year investment horizon. This approach is designed to allow clients to capture the full value of the firm's research while minimizing the costs of such practices such as momentum investing, excessive trading, window dressing and ignoring tax consequences. FIC's fundamental research focuses on understanding each company's competitive positioning, operating dynamics, profit trends, risks, reinvestment needs and growth opportunities. Prospective investments are also evaluated on the basis of valuation including such factors as: growth, risk and the amount of cash flow that can be returned to owners in the form of dividends and buybacks. FIC's alternative investment strategies are also based on a proprietary asset allocation and selection process.

Functions as a College/University

Functions as a College/University