Investment Team

Investment decisions are made in committee by the research team. Members of this group have varied academic backgrounds which include business training, typically at the MBA level. Other disciplines include electrical, civil, industrial and metallurgical engineering as well as chemistry, economics and accounting. We are also fortunate to have team members who have studied and worked in different regions of the world. Members of this group assess opportunities in both equity and credit markets thus bringing an integrated approach to the assessment of risks and opportunities for both these asset classes.

Each person in this group participates as a member of the investment committee which meets weekly to review and approve specific investment proposals and construct the overall investment strategy. Discussion typically involves detailed review of economic conditions and their influence on bond and stock markets. The review of individual companies is set in context of the companies' competitive position within the industry. This analysis would customarily include a discussion of market share, cost structure and business development strategies. Marketing and client service professionals may also participate in these meetings to add both perspective and assure a more complete understanding of investment positions.