Robert F. Lutz

Functions as a holding company whose subsidiaries provides life insurance, financial, pensions, retirement and asset management services

Saddle Peak Asset Management is a value manager that offers two investment strategies: a hedge fund and a traditional long only approach. Though not limited by sector, the firm tends to invest in the stocks of US companies in the electronic technology, finance, industrial services, consumer services and consumer durables sectors. They invest across all market-caps. Saddle Peak maintains a high turnover rate. Saddle Peak manages a long/short equity hedge fund that invests primarily in US common stocks, options and options on broad-based securities indices. The firm employs a concentrated multi-cap value strategy that is biased toward long positions. They seek to acquire positions in undervalued companies in which the value of the company's assets and/or earning power are not accurately reflected in the current market price. In declining markets, the fund may engage in short selling and purchase put options on individual stocks, market indices and industries to offset long equity positions. Saddle Peak's long-only strategy focuses on investments in US common stocks. The firm employs a concentrated multi-cap strategy that seeks to acquire positions in undervalued companies in which the value of the company's assets and/or earning power are not accurately reflected in the current market price.

Functions as a College/University

Tradewinds Global Investors offers investment advisory services focusing on global, international, and domestic value-oriented equity investment strategies. The firm is a long-term investor which implements their investment strategies through an active research-driven, fundamentals-based, value-oriented process. Their investment approach seeks to identify potential investments that trade at attractive absolute valuations, offer good downside protection/risk-reward and possess strong franchise quality.