Lewis M. Jones

Provides investment advice

Functions as a College/University

Rexiter Capital Management Boston is an active investment manager that employs a growth-and-value approach. The firm focuses on managing fundamental-based, emerging market equity, Asian equity and fixed-income strategies including global, regional and country-specific strategies. Rexiter employs a growth at a reasonable price (GARP) investment approach. The firm's bottom-up stock selection process is combined with a top-down overlay that is designed to constrain their views and add value over time. Rexiter's fundamental research considers investments at both the individual stock level and country level. The firm believes that it is not necessary to take large risks to deliver returns, maintaining strict limits on country and stock positions. Rexiter's equity strategies include: Institutional Equities, Institutional Strategy, Sustainability, Shariah-compliant, Asia ex-Japan Strategy, Korea, India, Greater China and China. The firm's Institutional Strategy seeks to outperform the return of the MSCI Emerging Markets Index by 3% per year over the course of a full market cycle. Rexiter focuses on investments in emerging markets in Asia, Latin America, Europe, the Middle East and Africa. Portfolios typically consist of 70 to 90 holdings. Rexiter's Sustainability Strategy is now closed. After running the strategy for 5 years, the firm concluded that environmental, social and governance (ESG) issues should be incorporated further into their core strategies, rather being offered as a stand alone product. Rexiter now focuses on including ESG factors in their emerging markets and Asian strategies. Rexiter's Global Emerging Markets Shariah Strategy seeks to outperform the return of the Dow Jones Islamic Emerging Market customized Index by 3% over the course of a full market cycle. The strategy is designed to capture the growth prospects of emerging markets equities, while adhering to Shariah investment guidelines. The strategy utilizes Rexiter's established global emerging markets investment process in conjunction with a rigorous environmental stock rating methodology provided by Innovest Strategic Value Advisors. The strategy seeks to generate attractive risk-adjusted returns by adding value at both the country and stock level. Rexiter focuses on investments in emerging markets in Asia, Latin America, Europe, the Middle East and Africa. Portfolios typically consist of 50 to 60 holdings. The firm's Asia-ex Japan strategy seeks to outperform the return of the MSCI All Countries Asia ex-Japan Index by 5% per year over the course of a full market cycle. Rexiter employs an active fundamental investment approach that is designed to offer selective exposure to the most attractive companies in Asia with a 3-year investment horizon. They focus on investments in China, Hong Kong, South Korea, Taiwan, India, Pakistan, Singapore, Thailand, Malaysia, Indonesia and the Philippines. Portfolios typically consist of 60 to 80 holdings. Rexiter's active Korea All-Cap Equity Strategy seeks to outperform the return of the MSCI Korea (Net Dividend Reinvested) Index by 4% to 5% per year over the course of a full market cycle. The strategy is run as a fully-invested synthetic strategy. The strategy invests exclusively in Korea. Portfolios typically consist of 30 to 50 holdings. The firm's India Strategy seeks to outperform the return of the MSCI India Index by 5% per year over the course of a full market cycle. Rexiter seeks to generate returns above benchmark-linked returns. The firm conducts original research and maintains relationships with management and within local investment communities, which assists in the sourcing of stocks. The strategy invests exclusively in India. Portfolios typically consist of 30 to 50 holdings. Rexiter's Greater China Strategy seeks to outperform the return of the MSCI Golden Dragon Index by 5% per year over the course of a full market cycle. This strategy is a synthetically managed strategy that focuses on investments in China, Taiwan and Hong Kong. Portfolios typically consist of 30 to 50 holdings. The firm's China Strategy seeks to outperform the return of the MSCI China Index by 5% per year over the course of a full market cycle. This strategy is a synthetically managed strategy that invests exclusively in China. Portfolios typically consist of 30 to 50 holdings. Rexiter's Global Emerging Markets fixed-income strategies include: Local Currency Bonds and Local Currency Cash. The firm seeks to leverage their expertise in managing global emerging market equity strategies. Their fixed-income strategies are not based on a global perspective, but rather seek to identify relative value between individual markets and to outperform in different market conditions. Rexiter's Local Currency Bond Strategy seeks to outperform the return of the JPM Morgan Government Bond Index - Emerging Markets Diversified by 3% per year. Country selection is the key component of the strategy. Rexiter seeks to add value through active fundamental management and scenario analysis that identifies countries with strong and improving positions, mispriced opportunities and potential investment risks. Portfolios consist of an average of 30 holdings. Rexiter's Local Currency Cash Strategy seeks to outperform the return of the ELMI+ by 3% per year over the full course of a market cycle. In managing this strategy, the firm seeks to capitalize on the trend of the ELMI+ outperforming the US Treasury over the past decade due to the high levels of interest rates paid to offset currency volatility. Rexiter invests primarily in Asia, Latin America, Europe, the Middle East and Africa. Portfolios consist of an average of 30 holdings.

William Blair is an active investment manager which employs disciplined, analytical research processes across a wide range of strategies, including US equity, non-US equity, and emerging markets debt. The firm employs both fundamental and technical research methods when evaluating investment opportunities.

NNIP NA is an active manager which seeks to find unrecognized value ahead of consensus. The firm applies proprietary research and analytics, global resources, portfolio diagnostics and risk management to the development of investment products and solutions in pursuit of their clients’ objectives. They provide portfolio management services, as well as research recommendations and trade execution services for two main fixed income strategies: US High Yield and US Investment Grade Credit.