David Kalis

SBH seeks to provide their clients with strong risk-adjusted returns across a wide array of strategies and asset classes. The firm employs a bottom-up approach and focuses primarily on fundamental factors when analyzing and investing in securities. They place strong emphasis on the risk/reward of all the securities they consider for purchase.

NTI-IM employs a variety of security analysis methods in providing investment advisory services. The firm applies quantitative analysis methodologies in creating overlay investment strategies. Each investment strategy of the firm is managed by a team comprised of portfolio managers and investment analysts. Their asset class capabilities include equity, fixed income, liquidity and asset allocation. Strategy implementation ranges from passive and factor-based quantitative, to fundamental active and multi-manager.

Provides investment management services

Calamos Advisors utilizes top-down insights with rigorous bottom-up fundamental research. They employ an active, high-conviction investment approach to building portfolios. A collaborative team-managed approach allows them to fully evaluate all elements of an investment idea. Top-down perspective, proprietary fundamental research and risk management drive the portfolio construction process across all strategies.

Functions as a College/University

Calamos Investments offers innovative investment strategies including alternatives, multi-asset, convertible, fixed income, and equity.

Future Fund manages concentrated, high-conviction secular growth portfolios for clients in both a long-only and a hedged equity structure. The firm focuses on Long only and Long/Short Growth equity management. They apply a rigorous, research-driven process for analyzing companies across sectors and themes to create a repeatable and methodical decision-making process that seeks to generate significant excess return over a benchmark.