John Herbert Beatson

Marshfield is a concentrated, long-only value equity manager that seeks capital preservation and outperformance of the S&P 500 Index over time. Their core value equity strategy consists of a concentrated portfolio that, when fully invested, holds approximately 16 to 20 individual stocks. They also offer a balanced strategy for clients who request to augment their Core Value Equity Strategy with an allocation to fixed income securities.

Functions as a College/University

Provides brokerage services

Bushido Capital Partners is an opportunistic value manager that seeks to exploit attractive risk-reward opportunities across asset classes, capital structures and geographies on both the long and short side.

Sepio Capital is a long-term investor that primarily employs fundamental analysis in developing investment strategies for its clients. The firm utilizes proprietary investment strategies and/or unaffiliated money managers or investment platforms to develop client investment portfolios, based on the complexity and needs of each particular client.

Sepio Capital Management invests in middle market companies located in the United States. The firm participates in companies operating in a broad range of sectors and industries. It provides financing for buyout capital requirements.