Steven Wortman

Barings? investment decisions across all asset classes incorporate a comprehensive analysis that uses or combines top-down and/or bottom-up approaches to investment analysis. The firm utilizes economic, fundamental, technical/cyclical, and quantitative analyses, along with a sound understanding of both macro drivers and micro considerations in its investment decision-making process and to manage risk. They invest in a variety of fixed income and financing instruments across various industries as well as credit qualities and maturities in North America, Europe, Latin America, Africa/Middle East, and the Asia-Pacific region. Barings manages portfolios of public equity securities and equity-related securities of issuers of all sizes. The firm has teams focused on three alternative investment sectors: Real Estate, Private Equity & Real Assets, and Funds & Co-Investments.

Lord Abbett manages equity, fixed income, and multi-asset class portfolios across a wide range of investment strategies. Portfolio management teams employ a rigorous investment approach, and the firm’s investment processes are supported by a strong internal focus on fundamental and quantitative research.

Wynnefield Capital (WC) is a value investor that specializes in investments in US small-cap situations that have company or industry specific catalysts. The firm employs an active investment philosophy. They are not involved in Greenmail situations, but focus on initiatives with management and outside directors to release value. WC is an activist firm and is included in the SharkWatch50 as one of the 50 most prominent and impactful activist investors.

Provides brokerage services

Provides brokerage services

Functions as a College/University

Greenhouse Funds seeks to generate superior risk-adjusted returns over the long-term by making long/short equity investments with a focus on domestic small and medium-cap companies. The firm aims to consistently generate wealth on behalf of clients with lower volatility and relatively low correlation to the broader equity market while mitigating the risk of capital loss in challenging markets. They believe in bottom-up research and fundamental rigor in analyzing businesses.