Stan Kirtman

Wright is committed to acting in the best interest of their clients and adheres to a sensible approach to managing assets that seeks to balance risk and return. The firm’s investment process is disciplined, repeatable and consistently applied to all portfolios. As a result of their research, they have developed many research tools to help improve portfolio management, including the Approved Wright Investment List (AWIL), consisting of the highest quality securities as determined by Wright.

William Blair Capital Management is a growth manager that offers separately managed accounts to private clients and institutional investors. The firm's investment approach emphasizes thorough, fundamental research which often includes interviewing management, suppliers, competitors, customers and former employees. They often use research from William Blair & Co.'s sell-side analysts. Though not limited by sector, William Blair Capital Management tends to invest in the stocks of companies in the finance, technology services, healthcare technology, electronic technology and producer manufacturing sectors. The firm invests globally across all market-caps. William Blair Capital Management maintains a low turnover rate.

Amova US offers both active and passive investment capabilities across equity, fixed income and alternative asset classes, with key strengths in multiple-pan-Asian asset strategies. Equity analysts are assigned responsibilities based on geographic regions, sectors or investment styles. The firm’s general approach focuses on fundamental bottom-up analysis; although it will vary depending on specific requirements of the investment strategy pursued and is tailored accordingly. Amova US also provides broad coverage of global fixed income markets and currencies with consideration to the following factors: Macro Fundamentals, Interest Rates, Market Liquidity, and Investor Positioning/Relative Performance.