Michael James Stevens

Silver Bridge Capital Management offers a variety of investment strategies that are customized to meet each client's investment objectives and risk tolerance. These strategies include: (1) US Large-Cap Equity (2) US Sustainable Equity (3) US Large Cap Equity Income (4) US Small/Mid-Cap Equity (5) Managed Fixed-Income and (Enhanced Cash Management. The firm's US Large-Cap Equity and US Sustainable Equity strategies seek to preserve capital in volatile markets through a top-down/bottom-up investment approach. Silver Bridge focuses on quality and strives to deliver excess returns versus the S&P 500 index, over the course of an economic cycle. Their US Large-Cap Equity Income strategy seeks to preserve capital in volatile markets through a top-down/bottom-up investment approach. Silver Bridge focuses on quality and strives to deliver excess returns versus the S&P 500 index, over the course of an economic cycle. The firm's US Large-Cap Equity Income strategy is designed to achieve a dividend yield equal to 150% of the S&P 500. Silver Bridge's US Small/Mid-Cap Equity strategy seeks to preserve capital in volatile markets through a top-down/bottom-up investment approach. Silver Bridge focuses on quality with the objective of delivering excess returns versus the Russell 2000 and Russell 2500 stock indexes, over the course of an economic cycle. The firm's Managed Fixed-Income strategy is an intermediate-term strategy that is designed to maximize total return with controlled risk. The strategy is actively-managed and focuses on producing high-quality, call-protected and well-diversified portfolios. Silver Bridge offers both taxable and tax-exempt strategies that are customized to meet specific client objectives. Silver Bridge's Enhanced Cash Management strategy seeks to produce high current yield relative to other cash equivalents with modest principal volatility. The strategy is designed to protect portfolio principal from the potential negative impact of fluctuating interest rates and is customized to meet specific client objectives.

FDCC selects publicly traded investments for client portfolios by employing fundamental financial analysis. The firm uses a value-oriented investment approach to look for investments that they believe are improperly priced by the markets and which may generate sufficient returns to compensate their clients for the risk of potential loss as a result of investment-specific issues or broader market conditions. They prefer investing with managers who have a solid track record in previous partnerships in analyzing and evaluating private securities or private partnerships.

Functions as a College/University

RWA’s investment approach is based on the belief that asset allocation is the single largest driver of long-term investment returns. The firm employs an open architecture investment platform, which provides investment exposure to a full range of asset classes via mutual funds, exchange traded funds (ETFs) and separate accounts managed by unaffiliated third parties. They utilize both active and index-oriented investment vehicles, depending on its judgment of the efficiency of an asset class.