Manager Profiles
Issue 15
With more than $930 million in assets under management, Ft. Lauderdale, FL-based Community Capital Management (CCM) is one of the nation’s largest managers of fixed income community investments. Founded in 1998 by president and chief investment officer Todd Cohen and executive vice president and senior portfolio manager Barbara VanScoy, Community Capital’s philosophy is that “diversified portfolios of high quality community development bonds can produce risk-adjusted returns that meet or exceed those generated by core bond indices when measured over a complete interest rate cycle...more...
Issue 14
Many money managers launch their own firms based upon some new twist in investment technique in the hope that perceived innovation will help them outperform and garner assets...more...
Issue 9
Despite high yield credit spreads ballooning to 586 basis points in November, Miami-based Concise Capital Management managed to deliver an 11.60% year to date return by using a short duration (duration <2), small capitalization high yield strategy...more...
Clearwater, Fl-based Emory Capital Management with $64.8 million in assets under management has developed a profitable approach by positioning itself as the middle-man in an arbitrage deal...more...
Issue 8
As a separate account manager focused primarily on US equities, Atlanta-based Aurora Investment Counsel employs a Growth-At-a-Reasonable-Price (GARP) strategy as a core equity strategy with a mid-cap bias. Since the inception of Aurora's Separate Account Product...more...
Issue 7
As money pours into long/short strategies, investors are keen to discover new and innovative strategies, especially those that employ low leverage, aren’t dependent on the direction of markets or economic cycles and still generate alpha. The recently rolled-out Gemini Long/Short Gold Fund is just such a strategy...more...
Issue 5
Scott Rich, founder and portfolio manager of St. Louis based-MindShare Capital, uses his years of experience on the research and analysis side of the business to help him grow his fledgling investment management firm into the performing emerging manager it is today...more...
With two entrepreneurial parents, Ben Shoval, Managing Director of hedge fund group Ambit Funding, embraced the opportunity to start a business with his father. Since the firm’s inception in 2005, they’ve been offering short-term, commercial real estate-backed bridge loans to borrowers waiting for bank financing...more...
Emerging markets, India and Pan-Asia, will continue to grow and prove to be a valuable investment for institutional investors, and there is no greater testimony than Boston- based Venus Capital Management Inc...more...
Wellfleet Asset Management LLC, founded in May 2006 by Daniel A. Seitz, is a commodity trading advisor (CTA) specializing in the financial futures markets. Mr. Seitz, who has a BSBA from Boston University and a MBA from New York University’s Stern School of Business, began his career in 1992 with Discount Corporation of New York Advisers...more...
Issue 4
Emerging manager, RGM Capital, LLC, began its foray in the money management business in June 2003...more...
After founding, building, and selling a fully-integrated hotel development and management company, Ron Callentine, RockBridge’s CEO, founded the business with Banc One Capital as a joint venture capital partner in the early 1990’s...more...
Issue 3
There’s a lot to learn when it comes to trading futures, and Robert Weinreb, who’s traded futures for his own account, is an experience teacher...more...
Proctor Investment Managers’ newest strategic partner is Conquest Capital Group, an alternative asset management firm with approximately $380 million under management...more...
Issue 2
Issue 1
