Mariko Osceola Gordon

Lombardia Capital Partners (LCP) specializes in investments in U.S. and and non-U.S. value equities. The firm's suite of domestic small-cap and international equity products offers a broad range of diverse investment opportunities. LCP's investment strategies include: Small-Cap Value, Small-Cap Core Equity, and International Value Equity. LCP's Small-Cap Value Portfolio seeks capital appreciation through a value-focused investment process. It is an actively managed, diversified portfolio of stocks of small-cap companies. The strategy seeks to outperform the Russell 2000 Value Index over 300 basis points per annum. The portfolio usually holds 85 to 100 core positions diversified across various industry sectors. The firm's Small-Cap Core Portfolio seeks capital appreciation through a value-focused investment process. It is an actively managed, diversified portfolio of stocks of small-cap companies. The strategy seeks to outperform the Russell 2000 Index over 300 basis points per annum. The portfolio usually holds 70 to 85 core positions diversified across various industry sectors. LCP's International Equity Value Portfolio seeks capital appreciation through a value-focused investment process. It is an actively managed, diversified portfolio of non-U.S. stocks with an investable universe, at the time of purchase, of companies with a U.S. dollar equivalent market-cap greater than $1 billion. The strategy utilizes a Graham & Dodd approach to investing.

Royce aims to deliver a great small-cap investment experience to each of their clients across all of the firm’s vehicles and strategies.

Daruma Capital Management offers investment management services using Small-Cap and SMid-Cap investment strategies. Each strategy invests in equities of U.S. or non-U.S. companies listed on U.S. exchanges. The Small-Cap strategy generally invests in companies with market-caps up to $2 billion at the time of purchase. Their SMid-Cap strategy includes companies with market-caps of $2 billion to $10 billion at purchase, as well as some of the larger and more liquid names they hold in their Small-Cap product which may have market caps below $2 billion. Daruma does not own or invest in REITs. The firm actively manages a concentrated portfolio of 25 to 35 stocks with strong potential to outperform. They invest in stocks when they can define what will drive the price higher. This typically includes better-than-expected sales, earnings or cash flow growth.

Functions as a College/University