Stan Sorrell

PAMCO invests in companies located in the United States. The firm focuses on alternative energy, energy efficiency, infrastructure development and resource management. It provides financing for buyout and growth capital requirements.

Functions as a College/University

Functions as a College/University

Calvert Investments is a global leader in Responsible Investing. The firm offers an array of equity, bond, cash and asset allocation investment strategies. They seek to deliver long-term performance to their clients and enable them to achieve positive impact. Many of their strategies are based on integrated environmental, social and governance research (ESG). The firm's actively managed equity funds employ a research process that examines a company's fundamental financial performance and its ESG practices. Calvert targets companies with strong management teams, solid business practices and competitive long-term performance potential. Calvert and their sub-advisors manage a range of small-cap, mid-cap, large-cap, balanced and asset allocation investment options across diverse investment strategies. Their equity funds include domestic, international, sector and global investment strategies and styles. Calvert's fixed-income investment approach employs a relative-value strategy and a four-tiered management approach that includes monitoring the yield curve and sector and credit analysis.

Bassi Investments invests in companies that invest in their people. They develop recommended portfolios of firms that make significant investments in employee learning. The firm seeks to identify high growth opportunities. Their investment objective is capital appreciation. They strive to achieve this by investing primarily in 20-40 common stocks. For some portfolios, extra steps are taken to ensure that the portfolio as a whole is diversified across a broad array of industries. The portfolios are tax efficient, maintaining a low turnover ratio. They buy and hold stocks in companies that meet the firm's investment criteria (based on the Bassi Model and other portfolio-specific goals) until there is good reason to sell, based either on their proprietary Bassi Model or their disciplined qualitative decision-making process. Bassi rebalances investments quarterly to maintain the optimum relative weighting suggested by their research. The firm's portfolio recommendations are based on 'training investment' which they believe is strongly related to future stock performance but is not known to most investors. They employ their proprietary, research-derived Bassi Model, which combines training data with relevant financial variables to identify appropriate portfolio recommendations and assign portfolio weights designed to maximize expected return. In developing the algorithms for the Bassi Model, the firm used a variety of statistical and analytical techniques to test outcomes and ensure that they could not be explained by a simple correlation or by the effects of another observed variable. The strategy capitalizes on the principle of wealth creation in the knowledge economy and that to prosper in the long run, firms must make significant investments in human capital.

Provides investment advice