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ClariVest Asset Management LLC
San Diego, CA
Founded in March 2006, ClariVest Asset Management is an investment management company
majority-owned by its employees with over $2 billion in assets under management.
The firm markets their investment services to corporate and public pension plans,
foundations, endowments and Taft-Hartley clients worldwide. The company was founded
on the idea that clarity in the investment process is critical to maintaining strong
performance and client relationships. They believe that success is dependent upon
several factors, the most important of which is a disciplined investment strategy
with a talented, experienced team of people to execute it. Using sophisticated,
economically intuitive stock selection criteria in conjunction with state-of-the-art
risk control techniques, ClariVest aims to exploit market inefficiencies arising
from behaviorally-based reactions to company and market-wide growth and contraction
cycles.
ClariVest International Equity Fund
ClariVest SMid Cap Core Growth Fund
Smith Group Asset Management
Dallas, TX
Smith Group Asset Management is a registered independent investment advisor founded
by Stephen S. Smith in 1995. The firm manages over $5 billion in assets for institutions,
high-net-worth families and individuals. Smith Group builds risk-controlled portfolios
designed to preserve capital in market downturns and generate consistent, excess
returns. The firm takes a team approach to investing and believes that the combination
of their return-stabilizing, risk management approach, with their alpha-generating,
proprietary earnings surprise model, will produce superior portfolio results that
are repeatable, less volatile, and consistent over long periods of time.
Smith Group Large Cap Core Growth
Fund
Mount Lucas Management Corp.
Princeton, NJ
Mount Lucas Management Corp. was founded in 1986 and currently manages over $1 billion
in assets. The firm was founded to provide alternative asset investments to institutional
investors and high net worth individuals. Since its inception, the firm has emphasized
the advantages of diversification, liquidity, transparency, and risk control and
has developed several innovative and successful investment strategies that incorporate
these characteristics. Mount Lucas’ principals created and oversee three primary
investment strategies: the MLM Index™, a price-based futures index, MLM Macro™,
a global macro investment strategy that combines discretionary and quantitative
approaches to the world's major financial markets, and MLM US Focused Equity™, a
quantitative large cap value equity strategy.
Investment management at Mount Lucas is a collaborative effort involving experienced
investment professionals with extensive training in economic and financial analysis
and in the development and use of quantitative investment methods.
Mount Lucas U.S. Focused
Equity Fund
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