Miguel Elgueta Giaconi

Allspring utilizes proprietary investment allocation systems in conjunction with the securities selection services provided by their portfolio managers to create and maintain actively managed investment portfolios intended to meet the requirements of its clients’ investment needs. The firm offers a variety of equity, multi-asset, and fixed income investment strategies. These investment strategies (collectively) may invest in a wide variety of financial instruments. Allspring employs bottom-up company specific analysis to find securities with under-appreciated prospects.

Metropolitan West Capital Management (MetWest) specializes in domestic value equity, international core value equity and balanced portfolios. The firm employs a team-based approach to identify the stocks of high quality, growing businesses that are selling at a discount to their intrinsic value. Their approach also requires the existence of one or more positive catalysts that will unlock that value, leading to a higher stock price. They are long-term investors, not traders or speculators; their conservative style fosters capital preservation and consistency of returns. In addition to above-market returns, MetWest seeks below-market risk. They screen candidates for characteristics such as low p/e ratios, high dividend yields, growing cash flows and low debt levels. Portfolios are diversified across economic sectors and individual securities.

Engages in the financial services and pension fund business

Operates as a bank holding company with interests provides banking services

Functions as a College/University

Functions as a College/University

Functions as a College/University

Aristotle Capital employs a fundamental value-oriented approach and seeks to help clients reach their long-term financial goals with active portfolio management using their research-driven investment framework. The firm uses a bottom-up investment process to select high-quality, cash flow generative businesses with a focus on sustainable and/or potentially growing dividends resulting in an attractive total yield over time.