Mark Riedl

Generation PMCA uses a value investment approach which emphasizes issuers whose securities are undervalued based on their views of markets and the economy and their analysis of each potential investment on a risk and return basis. The firm has a bottom-up investment approach which emphasizes security selection based on their fundamental research. They construct their portfolios through the selection of individual securities which meet their value criteria.

Mavrix Fund Management focuses on the development of concentrated portfolios. The firm seeks superior returns by investing in fewer companies, underweighting and overweighting industry sectors where appropriate, trading more actively where suitable opportunities exist and focusing on investments in small- and mid-cap companies that are the subject of less published analytical research. Mavrix invests primarily in the stocks of Canadian and US companies in the finance, non-energy minerals and energy minerals sectors. The firm invests across all market-caps, with emphasis on the stocks of small-cap companies.

Adaly provides discretionary investment management to high net-worth individuals and family offices. They manage the Adaly Opportunity Fund and other managed accounts. The Fund seeks low volatility, ample sector and strategy diversification and excellent returns without the use of leverage. Adaly uses multiple strategies including themes, sectors, special situations and market-neutral positions.