Kevin Beck

Denver Investment Advisors' (DIA) uses a variety of investment approaches and methods in managing accounts, both qualitative and quantitative, with emphasis on the use of proprietary fundamental research. The firm also makes substantial use of various quantitative screening techniques through their own proprietary models. Their investment strategies are typically implemented through separately managed accounts for clients although certain strategies are also available through the Westcore family of mutual funds, or through a commingled investment vehicle. DIA's investment strategies include Growth Equity (small-, mid-, SMID- and large-cap); Quantitative Micro-Cap Equity, International Equity (small-cap and concentrated small-cap), Value Equity (small-, SMID- and mid-cap as well as global large-cap rising dividend); and fixed income (intermediate, core investment grade, core, core plus, high yield, long-term/liability-driven, corporate only and municipal. DIA's Wealth Management Division provides services to high net-worth individuals with a focus on customizing investment services to meet clients’ individual needs. This can include leveraging the firm’s institutional strategies through through this group’s own strategies which include equity, balanced, taxable bond, tax-exempt bond, and workplace equality.

Harris is a global asset manager that seeks to invest in businesses that are priced at substantial discounts to their estimate of intrinsic value. The firm adheres to a fundamental, bottom-up idea generation process.

Artisan Partners manages a range of actively managed investment strategies across diversified market capitalizations, regions and styles. Each investment strategy is focused on an area that they believe provides opportunities to generate returns in excess of the relevant benchmarks.

Functions as a College/University

Functions as a College/University

Paradice is an active, benchmark agnostic manager which seeks to deliver long-term compounding and capital protection for their investors. The firm employs fundamental, bottom-up investment process to build a diversified portfolio of undervalued global securities. Their advisory services are primarily offered through strategies, including Global Small/Mid-Cap Equity, International Small-Cap Equity, Emerging Markets Equity, and China Focus Equity managed by Paradice’s investment teams.