David P. Lau

Provides brokerage services

UBS O'Connor generally uses a combination of fundamental and/or quantitative analysis when formulating its investment advice or managing client assets. The firm employs a number of investment strategies in connection with its investment management services. Investment decisions are primarily based on fundamental comparisons. Such bottom-up analysis is combined with a top-down view of opportunities across the various sectors. They believe that the combination of bottom-up and top-down analysis will allow them to identify the most attractive long and short opportunities both across and within sectors and geographies.

Van Buren Advisors specializes in business analytics and analytical finance.

Achievement Asset Management (AAM) focuses on growth by trading European credit and stocks. The investment strategies the firm employs with respect to the Achievement Funds generally combine elements of fundamental long-short equity and corporate credit relative value trading, but may also include statistical arbitrage, convertible arbitrage, convertible preferred and other related strategies or variations of these strategies. The Achievement Funds seek to generate attractive risk-adjusted returns by investing when and where it is believed such returns can be achieved. Their secondary objective preservation of capital. The funds may trade futures, indices, options, bonds, treasuries, OTC products, ETFs and other various instruments as part of their portfolio and risk management processes. The funds actively trade with the majority of their positions in U.S. and Canadian issuers and with significant exposure to European and U.K. issuers. The funds may also invest in certain other countries on an opportunistic basis. In addition, AAM may trade globally and has the the sole discretion to diversify the geographic allocation of the funds' capital.

Functions as a College/University

Functions as a College/University

Operates as an insurance management platform