Russell Mann

FTI’s core investment strategy is based on the endowment model, which structures fully diversified portfolios that focus on strong and sustainable risk-adjusted returns over a long-term investment horizon. The firm considers two broad factors to create an investment strategy and portfolio: client-specific investment objectives and overall market research. They implement asset allocation strategies with the use of a mix of alpha and beta instruments, such as long and short structures (i.e., hedge funds), active long-only managers, and passive investment vehicles.

Functions as a College/University

Functions as a College/University

Functions as a College/University

Lincoln Vale is an active manager which seeks to generate alpha by performing in-depth original research to invest globally in hedge funds, funds of hedge funds, special opportunities and private equity. The firm aims to create and offer high-alpha, low-beta fund strategies characterized by opportunities dependent on information that is difficult to obtain and/or analyze; unusual deal sourcing; natural diversification augmented by robust risk management; complex transactions; specific management expertise; risk-controlled, constructive activist equity hedge funds or European small- and mid-cap publicly traded equities. Lincoln Vale takes a centralized approach to risk management, designed from inception as a purely independent function. Risk control decisions are taken within the total fund management process, but in extreme cases, outside of the fund at firm level. The result is that investment management and risk management are integral, complimentary and of equal importance. The risk mandates and controls vary across the funds. Since each fund has different risk issues, risk parameters vary as well. Lincoln Vale typically takes significant minority stakes in their private equity transactions, partnering with investee management to unlock value through financial, operational and strategic re-structuring or by acting as a catalyst for public to private buyout transactions.

Designs and develops low-power wireless microsystems

StratiFi's investment approach is designed to resolve some of the cognitive biases in an investor's assessment of risk and return, and to provide new tools for total portfolio management across multiple asset classes, including systematic rebalancing and tax-loss harvesting. All of StratiFi's investment strategies are part of a basic investment management philosophy. The firm believes that investors should have managed exposures to different risk/return profiles as part of a prudent investment management program. In general, StratiFi pursues an aggregate strategy to generate attractive diversified returns without depending on one specific asset class or risk to provide the majority of a portfolio’s performance. StratiFi employs the following investment strategies: long-term purchases, short-term purchases, trading, short sales, margin transactions and options, including covered and uncovered options, spread and other multi-leg strategies. The firm continually monitors client portfolios and usually rebalances asset allocations on a quarterly basis, and as necessary. They may engage in more or fewer securities transactions on behalf of clients during any particular quarter depending on market conditions or changes in client portfolio strategy. StratiFi does not engage in day trading, high frequency trading, or any other form of excessive trading.

Pine Island Capital invests in middle market companies located in the United States and Canada with an enterprise value of USD 100 - 500 million. The firm focuses on aerospace, industrial technology, government services, defense, space systems, and information-based technologies It provides financing for buyout transactions. The firm acquires control and minority interest.