Victor Canto

Provides investment research

Cadinha & Co. aims to preserve their clients’ wealth through investment opportunities that present good upside potential with little risk. The firm utilizes both top-down macroeconomic analysis and fundamental bottom-up approach to investments. They use technical analysis to gauge investor sentiment and the supply and demand dynamics for various securities, often after they identified a security as a candidate to buy or sell on top-down or fundamental grounds.

Timber Point seeks to generate superior risk-adjusted total returns by allocating capital across a wide variety of global asset classes utilizing a process that seeks to balance risks within a tactical allocation framework. The firm employs a top-down, rules-based system of market and macroeconomic factors to invest in all global sectors, designed to meet broader allocation mandates and investor needs. True global orientation and broad investible universe including equities, debt, commodities, currencies and cash.

Functions as a College/University

Crow Point Partners specializes in global equity, global equity income and alternative/hedged investment strategies. The firm uses quantitative as well as in-depth fundamental research to identify companies that meet their investment criteria. Generally, investment decisions are determined after performing a thorough fundamental and/or quantitative financial analysis of the identified companies, which is confirmed by industry knowledge and quantitative tools. Crow Point invests across various market capitalization sizes and investment styles (small-, large- and mid-cap companies and value and growth) in both domestic and international securities and in all industry sectors. Crow Point’s investment style will be governed by the intrinsic value of a security. The lower the price of a security compared to its assessed intrinsic value, the more attractive is its fundamental value to Crow Point. The firm may build positions in selected securities over time and will take advantage of price dips (or spikes in the case of shorts), whenever possible. While Crow Point may take advantage of short-term moves in securities prices, they tend to be a long-term holder. Crow Point may use moderate leverage when investing and trading their assets. Crow Point does not use fixed holding periods but will hold a position for as long as the position continues to meet their investment criteria, without regard to how long that position has been in the portfolio.

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Cadinha & Co. aims to preserve their clients’ wealth through investment opportunities that present good upside potential with little risk. The firm utilizes both top-down macroeconomic analysis and fundamental bottom-up approach to investments. They use technical analysis to gauge investor sentiment and the supply and demand dynamics for various securities, often after they identified a security as a candidate to buy or sell on top-down or fundamental grounds.

Allison Street Advisors manages portfolios using a proprietary top-down macroeconomic approach