Walter Todd

GCA employs a macroeconomic-driven, top-down selection process is based on improving fundamentals, combined with attractive relative valuation of multiple asset classes. They uncover global opportunities that might not be apparent using a pure bottom-up approach. The firm offers diverse investment strategies utilizing separate account management for various equity-oriented, balanced and fixed income portfolios. GCA aims to build a portfolio that will outperform the market over time, and is broadly diversified among sectors and industries, including large, mid, and small-cap equities. The firm uses a disciplined approach in managing fixed-income portfolios with an active strategy that includes controlled duration management, yield curve positioning, sector rotation, and credit selection to provide competitive returns to passive strategies over longer-term investment horizons.

Wachovia Capital Partners (WCP) focuses on the following sectors: business and technology services, consumer and industrial, energy, financial services, healthcare and media and communications. They look for companies with an exceptional management team, a unique business model offering a differentiated product or service, a defensible position in an attractive industry sector, a history of profitability and cash flow generation, limited customer or supplier concentration and significant growth potential. When considering start-up opportunities, WCP makes both control and minority equity investments. They invest in the form of both equity and mezzanine securities. Investments typically range from $20 million to $150 million. Transaction types include MBOs, LBOs, recapitalizations, growth financings, acquisition financings, mezzanine financings (sponsor or non-sponsor transactions) and special situations such as PIPEs and distressed situations.

Functions as a College/University

Asset management

Investment management

Functions as a College/University

Operates as a federally chartered credit union