John Thaddeus Wlodek

Provides securities and investment banking services

Bradford & Marzec is a global, fixed-income manager. The firm employs a traditional, top-down, conservative sector rotation style with a bottom-up component to capture market inefficiencies. They seek to add value by shifting between bond market sectors to capture undervalued opportunities and to avoid overvalued sectors. Bradford & Marzec manages core, core plus and high-yield fixed income portfolios utilizing a long-only investment style and limited use of derivatives. The firm has particular expertise in credit analysis. They focus on fixed-income securities ranging from higher-grade, high yield securities to investment grade securities. The firm's security selection process relies on technical and quantitative analysis to diversify portfolios across high yield securities and non-dollar investments according to each client's guidelines. High yield investments are made in securities rated B or better. Non-dollar investments are made in the sovereign debt or investment grade credit of developed countries. Currency strategies are also actively managed for hedging purposes and to add value when appropriate. Bradford & Marzec uses scenario modeling to insure against surprises and control risk.

Provides auditing, financial advisory and tax consulting services

Provides assurance, tax and consulting services

Provides investment banking services

Functions as a College/University

Functions as a College/University

Tortoise Credit Strategies’ opportunistic approach emphasizes the utilization of traditional fixed income instruments within the various sectors of the bond market. Their non-municipals strategies are constructed to capitalize on an ever-changing economic cycle that influences appreciation and depreciation in different bond sectors over the cycle. Sector allocation, security selection and yield curve strategies are employed in the process and are intended to add value relative to client benchmarks. The firm’s primary strategy involves overweighting and underweighting sectors consistent with a particular economic business cycle phase. The decision to avoid sectors that may be overvalued or may have poor credit fundamentals is as important as selection and rotation of sectors that may have favorable credit and valuation trends.

Ducenta offers a variety of investment strategies that utilize fixed income securities and other instruments. Their general investment strategy is constructed to capitalize on an ever-changing economic cycle that influences appreciation and depreciation in different bond sectors over the cycle. Sector allocation, security selection and yield curve strategies are employed in the process and are intended to add value relative to client benchmarks. The security selection process integrates sector and industry strategy with bottom-up index structure analysis to identify and categorize opportunities.