Quint Slattery

Liberty Ridge focuses on domestic equities. Liberty Ridge Capital believes it adds the greatest value over all market cycles by consistently applying a time-tested, bottom-up stock selection process that combines the use of rigorous fundamental research with quantitative techniques. Liberty Ridge Capital seeks to select securities that offer the most attractive trade-off between valuation, near-term dynamics and long-term growth. They believe that superior investment results can be achieved by investing in companies that possess an attractive valuation relative to the broad market and peer group, display positive near-term business prospects and exhibit healthy long-term earnings growth potential. LibertyRidge employs a process that defines a manageable universe of stocks by utilizing proprietary quantitative screens to narrow their focus. Fundamental research further narrows the team's top investment candidates and then a portfolio is constructed based on process and account parameters. In seeking to identify attractive investment opportunities for the Focused, Large Cap, Mid-Cap and Small Cap Funds and the blend portion of the Strategic Small Company Fund, Liberty Ridge first creates a universe of companies whose current share price seems lower than their current or future worth. They consider factors like a company's earnings power vs. its current stock price, dividend income potential, its price-to-earnings ratio vs. similar companies, competitive advantages, like brand or trade name or market niche, management team, and current and future business prospects. Lastly, using their own fundamental research and a bottom-up approach to investing, Liberty Ridge identifies those companies which are currently out of market favor but have the potential to achieve significant appreciation as the marketplace recognizes their fundamental value.

Provides brokerage services

Cypress uses bottom-up, fundamental research and analysis in its investment decision-making process. Clients generally invest in equity securities of issuers in a wide range of industries on a global basis. The firm seeks to identify and invest in quality companies with quality management teams at attractive valuations.

Azure Capital Partners invests in companies located in North America primarily in the United States. The firm focuses on core IT & enterprise, technology and consumer. It participates in seed and early stage capital requirements.

Colonial Fund focuses on long/short investments with emphasis on the Internet sector

Functions as a College/University

Symmetry Peak is a long-term investor that invests in technology and emerging growth companies. They focus on identifying and capitalizing on big ideas with exceptional risk/return characteristics. Their process combines deep fundamental research and sector expertise with quantitative and technical analysis to identify big ideas early with strong risk-reward profiles.