James D. Peterson

Provides on-line integrated database services to the global financial community

Duncan-Hurst Capital Management (DHCM) focuses on investments in small-cap and mid-cap growth companies. The firm seeks to invest in the stocks of companies with improving earnings due to a fundamental, sustainable catalyst whose stock is currently outperforming the overall market. DHCM screens companies based on earnings momentum and relative price strength and then uses fundamental research to select investments.

NCM Capital Management Group's investment selection process is based on the development of a Master Buy List. The firm's equity strategies seek to outperform its benchmark index over a 3 to 5 year period. NCM's equity strategies include: Broad Growth, Large-Cap Growth, Mid-Cap Core and Mid-Cap Growth. The firm's Broad Growth strategy employs quantitative analysis and rigorous fundamental research to construct a solid portfolio of the stocks of 40 to 70 companies with attractive valuations relative to growth prospects. The strategy's objective is to outperform the S&P 500 Index and an appropriate peer group over a 3 to 5 year period. NCM invests only in high-quality securities that are diversified across various industries and sectors of the S&P 500. They maintain a fully-invested approach. NCM's Large-Cap Growth strategy employs quantitative analysis and rigorous fundamental research to construct a solid portfolio of the stocks of 50 to 70 large-cap companies with superior earnings growth. The strategy's objective is to outperform the Russell 1000 Growth Index and an appropriate peer group over a 3 to 5 year period. NCM invests only in high-quality securities that are diversified across various industries and sectors of the Russell 1000 Growth Index. They maintain a fully-invested approach. The firm's Mid-Cap Core strategy employs quantitative analysis and rigorous fundamental research to construct a solid portfolio of the stocks of 40 to 60 mid-cap companies with strong earnings characteristics and attractive valuations. The strategy's objective is to outperform the Russell Mid-Cap Index and an appropriate peer group over a 3 to 5 year period. The firm invests in high-quality mid-cap securities with sufficient liquidity that are diversified across various industries and sectors of the Russell Mid-Cap Index. They maintain a fully-invested approach. NCM's Mid-Cap Growth strategy employs quantitative analysis and rigorous fundamental research to construct a solid portfolio of the stocks of 40 to 60 mid-cap companies with exceptional growth profiles as measured by positive earnings per share revisions, positive and accelerating earnings per share growth and positive earnings surprises. The strategy's objective is to outperform the Russell Mid-Cap Growth Index and an appropriate peer group over a 3 to 5 year period. The firm invests in high-quality mid-cap securities with sufficient liquidity that are diversified across various industries and sectors of the Russell Mid-Cap Growth Index. They maintain a fully-invested approach. Though not limited by sector, NCM tends to invest in the stocks of US mid-cap and large-cap companies in the electronic technology, technology services and health technology and finance sectors. The firm maintains a medium turnover rate.

GlobeFlex emphasizes US and International equity management using a systematic approach to pursue certain investment strategies with the general objective of maximizing total returns subject to each client’s risk profile and investment guidelines. The firm generally buys and sells securities on the principal stock exchange or over-the-counter market of the country in which the principal offices of the security issuer are located.

Cutler uses time-tested strategies according to client’s risk tolerance focused on long-term growth. The firm utilizes a full spectrum of asset classes and different types of securities (for example stocks, mutual funds, exchange traded funds (ETFs), and bonds).

Parametric utilizes structured, mathematical and rules-based methods of analysis. They have proprietary models and technology that guide their investment decision-making processes. The firm offers a variety of rules-based, risk-managed investment strategies to address their clients' investment objectives. The firm may invest in a wide range of securities and other financial instruments across various asset classes in pursuing their investment strategies.

Investment management

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