Sheldon Fox

KDI primarily utilizes two long-only strategies, Core Equities and Highly Concentrated. Their core investment strategy is the Core Equities strategy. The principal focus is on US equities, with potential limited investments in equity securities of European and/or Canadian companies. This strategy typically holds 20-25 positions. The firm employs the Highly Concentrated strategy to manage SMA’s targeting foundations, corporations, family offices and endowments. The strategy will hold up to 15 intensely researched large and highly liquid mid-cap stocks and ADR’s. Highly Concentrated strategy seeks to identify companies and industries changing due to the impact of technology and to invest in those companies that will benefit from those changes.

Curi RMB primarily uses fundamental analyses and active management strategies; however, it will consider other strategies such as quantitative and technical analyses and passive or indexed strategies. The firm’s equity strategies generally follow a bottom-up, fundamental approach focused on finding investments with attractive risk/reward profiles. Fixed income strategies generally follow a fundamental, relative value approach focused on capital preservation and income. Alternative strategies generally focus on generating absolute, risk-adjusted returns that have low correlation to the broad equity market.

Functions as a College/University

Provides investment advisory services