David Emmel

Friedberg Investment Management (FIM) offers separately-managed growth, balanced and income accounts. The firm pursues long-term investment objectives, investing only in the publicly-traded securities of well-managed companies. In general, FIM tends to invest in the stocks of US small- and mid-cap companies in the health technology, industrial services, utilities and finance sectors. The firm maintains a medium turnover rate. For growth investments, FIM targets relatively young companies that have competitive advantages and the potential for growth through expansion. A typical growth portfolio holds 10 to 20 diversified stocks. For conservative investments, the firm seeks income or safety of principle through investments in US Treasury bonds, medium grade corporate bonds, convertible securities, REITs and MLPs. FIM's balanced portfolios seek some growth but greater stability than their growth portfolios and are comprised of a mixture of all of the above types of securities.

Functions as a College/University

Lafitte Capital seeks to achieve capital appreciation through long and short investments in predominantly US equities with a general emphasis on consumer, gaming, energy, financial and industrial sectors, as well as other equity market opportunities. They generally invest in emerging growth and small to mid-cap companies with market values ranging from $40 million to $6 billion. This objective involves the application of a flexible and opportunistic approach incorporating both growth and value strategies in order to seek superior capital appreciation. Analysis is comprised of a bottom-up approach, reviewing individual investment opportunities through the lens of fundamentals and extensive research.

Breach Inlet seeks to compound investor capital at a high rate by investing in a concentrated portfolio of small-cap stocks undergoing transformational change. The firm limits its investment advice to equities, exchange-traded funds (ETFs) and non-US securities, although they mainly recommend domestic equities to most of its clients.