Robert Craig Sharpe

Heartland Advisors is an active, value-based investor that aims to provide superior risk-adjusted returns and limit downside participation. The firm looks for under-researched, under-followed and under-valued securities for well-managed companies with strong balance sheets. They typically sell securities when they consider them to be overvalued relative to other investments. Portfolio managers and research analysts work side-by-side to apply a bottom-up approach that combines traditional fundamental analysis.

STRS Ohio is funded through investment returns and contributions made by members and their employers. Two-thirds of STRS Ohio’s investment assets are managed internally by more than 100 Investment Department professionals. These associates oversee diversified portfolios of equity (common and preferred stock), fixed-income, international, real estate investments and alternative (e.g., private equity). The mix of investments is designed to provide high, long-term yields while minimizing exposure to risk.

Functions as a College/University

Governmental department

Capital Group is a small-cap investor focusing primarily on the finance sector in Europe and the US

Provides investment advice

VELA offers a selection of actively managed, valuation-centric investment strategies, all of which are designed to seek long-term capital appreciation. The firm recommends a selection of equity strategies through fundamental, bottom-up security selection.