Timothy Galbraith

JPMIM seeks to generate positive excess return through both a bottom-up approach emphasizing security selection and a top-down approach focusing on macro investment themes and trends to aid in determining sector weightings, currency, and yield curve weighting where appropriate. The firm offers a broad range of US, non-US and global investment management products and provides different strategies that span the full spectrum of asset classes including equity, fixed-income, cash liquidity, currency, real estate, hedge funds and private equity.

Functions as a closed-end investment fund or Investment trust

Acts as Open-End Investment Fund/Unit Trust

Bear Stearns Asset Management, Inc. is an asset management firm and broker/dealer located in New York City. The firm is a subsidiary of JPMorgan Asset Management, Inc. and their ultimate parent is JPMorgan Chase & Co., Inc. (NYSE: JPM). They manage equity and fixed-income separate accounts, mutual funds, hedge funds, private equity funds and venture capital funds. Their clients include corporations, municipal governments, multi-employer plans, endowments, foundations, family groups and high net-worth individuals

Functions as a College/University

Functions as a College/University

TAM takes a diversified approach that applies the portfolio management experience of numerous and varied asset managers throughout the industry to give clients a full range of investment strategies. The firm applies quantitative metrics to identify strategies delivering competitive returns, style consistency, and sound risk mitigation.

Morningstar Investment Management is active, long-term, valuation-driven investor which employs a fundamental investment approach. The firm aims to buy overlooked investments, especially those indicated by the firm’s research, to offer sound fundamentals at an attractive price. Similarly, they look to trim positions as valuations become rich or they find more attractive options. Their investment process begins with a thorough review of the institutional client's mission, investment objectives and spending needs. The firm then establishes a strategic asset allocation plan and constructs an investment portfolio with a customized selection of open-end, institutional class mutual funds.