Gerald F. Hendricks

CCI is a bottom-up, growth-oriented equity manager that manages Large-Cap, Mid-Cap, SMID, Small-Cap, and Custom-Cap equity portfolios for clients. They utilize a growth-oriented, investment philosophy of Positive Momentum & Positive Surprise, which strives to invest in good companies getting stronger and in companies whose fundamentals are exceeding investor expectations. The firm invests in securities of non-US issuers, including through investments in American Depository Receipts. They typically manage equity portfolios on a long-only basis, with the exception of certain accounts including the CCI Private Funds, which are managed according to a long/short strategy. CCI manages their affiliated private funds and other US and foreign accounts with additional investment strategies including the trading of derivatives, foreign currency, hedging, leverage and short sales.

Functions as a College/University

Functions as a College/University

SAM specializes in macro thematic investing. Their model portfolios are derived from a top-down investment approach with a focus on a broad, macroeconomic theme, which is then utilized to identify specific companies that are within the scope of the theme for investment. Model portfolios typically limit investments to US equities and ETFs. Fundamental and technical research, as well as quantitative models and industry-wide trends and activities, are researched and analyzed in developing and updating a model portfolio, and the securities contained within the model portfolio.