Tom Fant

MSIM’s investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. When considering their clients’ unique investment profiles, the firm applies a holistic approach, with a goal of incorporating the different factors affecting investors’ investment decisions. The firm combines top-down country allocation with bottom-up stock selection and disciplined risk management.

BPV currently manages assets for SMAs using three distinct but related strategies, the the Short Duration Government Mortgage Backed Securities (MBS) Strategy, the Systematic Global Macro Strategy and the Systematic Global Equity Strategy. All of BPV’s strategies have the primary goal of maximizing compounded returns relative to the level of risk assumed and are managed to meet each client's specific investment objectives and risk tolerance. The Short Duration Government MBS Strategy invests in high quality, interest bearing-securities in the US fixed and variable interest rate markets, generally US Treasury, Agency and Agency MBS (including CMOs). BPV's Systematic Global Macro Strategy uses a risk-based allocation methodology to determine exposures in global investment markets, including equity, credit, nominal bond, inflation linked bond, commodity and foreign currency. BPV's Systematic Global Equity Strategy uses a risk-based allocation methodology to determine exposures in global equity markets. The strategy seeks to capture a significant proportion of upside equity returns while avoiding a significant proportion of downside equity returns, thus reducing the volatility of returns relative to the MSCI All Country World Index. The BPV Core Diversification Fund seeks to achieve long-term capital appreciation and is actively managed to be diversified across the three broad asset classes of equities, fixed income, and commodities and other alternatives. The BPV Wealth Preservation Fund and the BPV Low Volatility Fund seek to achieve long-term capital preservation while generating long-term capital appreciation through investments in both equity and fixed income securities that generate dividend or interest income (long positions), while also hedging a substantial portion of the long positions using options. The BPV Large Cap Value Fund seeks long-term capital appreciation by investing primarily in equity securities of large companies. The fund seeks to outperform the Russell 1000 Value Index by using a quantitative process to construct a diversified portfolio. The BPV Income Opportunities Fund seeks to provide current income and, secondarily, capital appreciation. The fund applies a flexible strategy that seeks to capitalize on opportunities in a wide variety of income-producing securities.

Money management firm

Functions as a College/University

Atlantic Advisors focuses on delivering absolute return solutions to their clients. The firm's three product lines include managed accounts for high net-worth individuals, custom institutional management and alternative investment funds. They strive to understand the economic framework which allows them to identify opportunity and avoid significant headwinds. This involves surveying and understanding a range of influences such as interest rates, equity valuations, politics, seasonality, money flows and technical indicators. Their trade structures span asset classes and styles. Atlantic Advisors seeks to identify the strategies that currently offer the best risk/return profile for the current market environment regardless of style or asset class. To focus on capital preservation, portfolios are structured with the absolute goal clearly in focus. Risk is not defined relative to a market benchmark but relative to the stated needs of the investor. The firm performs ongoing research into market dynamics, individual company financials and macroeconomic issues.

BPV Resources provides institutional investment management services using an investment approach based on an overall risk management perspective, a focus on current market conditions and an overriding commitment to maximizing compound returns relative to the amount of risk assumed. The firm manages assets in accordance with three distinct but related strategies: the Fixed Income Strategy, the Global Systematic Risk Allocation Strategy and the Global Equity Strategy. The strategies are often combined within a client’s portfolio to meet the investment objectives. All of BPV's investment strategies have the primary goal of maximizing compounded returns relative to the level of risk assumed. BPV manages most client accounts on a discretionary basis and has full authority in determining what securities to buy and sell. The firm implements its investment strategies through investments in a range of securities and other financial instruments, including, US government securities, fixed income securities, MBS, commercial paper, CDs, municipal securities, equities (both individual stocks and baskets of stocks), commodities, foreign currency, related instruments (e.g., futures, forwards, exchange-traded funds or notes, total return swaps), equity volatility related instruments, and long and short call options and put options on the underlying or related instruments.