Jim Stephenson

TCW maintains a value-oriented investment approach and their investment process focuses on preserving capital for their clients. The firm’s integrated top-down and bottom-up investment process emphasizes global and multi-sector diversification to generate attractive risk-adjusted returns from income and capital appreciation. They offer a range of investment strategies across fixed income, equities, and emerging markets.

NWQ is a long-term investor which implements its investment strategies through an active research-driven, fundamentals-based, value-oriented process across the capitalization spectrum. Utilizing a corporate finance-oriented, cash flow focused discipline to identify potential investments trading at attractive absolute valuations, the firm typically invests in companies that it believes are undervalued, have downside protection, and possess catalysts or inflection points expected to help unlock value. NWQ employs a conservative approach to risk-adjusted performance by remaining disciplined in their approach, while weighing downside risk. Their stock selection process is driven by bottom-up fundamental research. NWQ’s research analysts constantly evaluate companies within their defined investable universe based upon a variety of both qualitative and quantitative criterion.

Bel Air employs a longer-term investment approach that seeks to achieve consistent, risk-adjusted after-tax returns over time. The firm allocates assets across four major categories: equities, fixed-income, alternative investments and cash.

Functions as a College/University

NAM provides its services across a broad array of fixed income, equity and other investment strategies, including in the broad categories of municipal bonds, taxable fixed income, global and international, value, growth and core, public real assets, asset allocation, quantitative/enhanced, alternative and customized strategies. Depending on the strategy, the firm invests in a variety of securities and other investments, including in certain cases derivatives, and employs various methods of analysis and investment techniques.