Scott Ludwig Utzinger

WMC relies on their extensive independent research and includes portfolio management styles and approaches in equities, fixed income securities, currencies and commodities, as well as asset allocation across these categories. The firm has several different disciplines when approaching research and these include asset allocation analysts, currency analysts, data scientists, factor analysts, fixed income credit analysts, fixed income market analysts, global industry analysts and research associates, macro-analysts, quantitative analysts and technical analysts.

Functions as a College/University

Functions as a College/University

Builds advanced technology to fast-track results for government—boosting efficiencies, saving money and safeguarding

FIAM utilizes a variety of methods of security analysis to select investments, including fundamental, quantitative, technical and macro-economic analysis in managing client accounts. The firm's global research resources include seasoned, sector-focused fundamental analysts covering industry sectors across the US and global markets as well as quantitative and technical portfolio managers and analysts.

Provides management consulting services

CFM is a long-term investor which employs an investment process that combines fundamental and quantitative securities analysis. The firm pursues opportunities in domestic and foreign securities and options on securities across a broad spectrum of market capitalizations, with an emphasis on industries in which they have expertise. CFM is agnostic to investment style and seeks a variety of thesis types in the selection of investments. They view risk primarily as the probability of permanent long-term capital loss and only secondarily as the volatility or lumpiness of the client’s returns. The firm utilizes both a top-down macro-economic view along with a bottom-up fundamental outlook.