Dan Becker

SWIB seeks to produce the long-term, stable asset growth needed to meet the current and future obligations of the Wisconsin Retirement System (WRS). The firm has developed a disciplined, prudent, and innovative investment strategy designed to weather a variety of economic environments and protect the members of the WRS from another major reduction, keep contributions stable, and generate reasonable returns. They manage their costs effectively and provide respectable returns by combining active and passive management of the trust funds. Funds in the WRS invests in a broad asset classes, such as stocks, bonds, real estate and other types of investments.

WRIMCO seeks to achieve an objective of total return by allocating assets primarily among stocks, bonds and short-term instruments of issuers in markets around the globe, as well as in derivative instruments, precious metals and investments with exposure to various foreign currencies. The firm may invest in US and foreign securities. Accounts managed in this style may invest up to 100% of total assets in foreign securities, and in securities denominated in currencies other than US dollar. They may allocate its investments among these different types of securities in different proportions at different times, including up to 100% in stocks, bonds, or short-term instruments, respectively. WRIMCO may sell a security if the price of the security reaches what they believes is fair value to reduce the account’s holdings in that security, to take advantage of what it believes are more attractive investment opportunities or to raise cash. WRIMCO employs a fundamental, bottom-up investment process that is built around a committee approach for purposes of communication and idea-sharing, while the actual construction of portfolios is the responsibility of the portfolio manager. Portfolio managers determine the sectors, industries and companies that are most relevant to their strategy. In-house analysts provide fundamental analysis of companies that is shared collaboratively across investment styles. Buy decisions are implemented by the portfolio manager and may result from an analyst's recommendation or be reached independently.

CastleArk implements strategies that are designed to generate superior returns over time. The goal of all their investment strategies is to outperform market benchmark returns over time. Their investment philosophy and processes exploit behavioral biases found in growth stocks and have produced strong, excess returns over time.

Functions as a College/University