Mark Ramsey Shamia

PAI invests principally, but not exclusively, in equity and equity-related securities that are traded publicly in US markets and issued by companies primarily in the healthcare industry. The firm conducts deep, fundamental research to identify long-term investments. They look beyond consensus opinion and uncover opportunities by employing a disciplined, bottoms-up approach. PAI avoids the crowds by focusing on companies that could be overlooked due to their limited impact on major indices.

Newfleet Asset Management is a long-term, fixed income specialist who employs a multi-sector approach to investing. They build their portfolios through rigorous core credit analysis and active portfolio management. The firm utilizes both top-down sector analysis and allocation and bottom-up security selection. They seek broad diversification across industries and issuers in an attempt to limit downside risk. Newfleet Asset Management offers a suite of multi-sector strategies that vary by investment objective, exposure to below investment grade and non-US securities, and duration. The strategies are managed by a single team and share a consistent philosophy and a process that is actively managed, relative value driven, research intensive, and opportunistic. A focus beyond core sectors seeks to add value.

Hotchkis & Wiley is a global investment manager committed to the principles of bottom-up, fundamental value research. The firm offers value equity strategies across the capitalization spectrum and expertise in high-yield credit. They focus on assessing the fundamental drivers of a company’s long-term value, not short-term performance.

Provides auditing, assurance, consulting and tax & business consulting services

Functions as a College/University