Robert S. Natale

JPMIM seeks to generate positive excess return through both a bottom-up approach emphasizing security selection and a top-down approach focusing on macro investment themes and trends to aid in determining sector weightings, currency, and yield curve weighting where appropriate. The firm offers a broad range of US, non-US and global investment management products and provides different strategies that span the full spectrum of asset classes including equity, fixed-income, cash liquidity, currency, real estate, hedge funds and private equity.

Eagle provides a broad array of equity and fixed income products designed to meet their client’s long-term goals through proprietary, bottom-up, hands-on research and deliberate, thoughtful and calculated stock picking. Their investment philosophy is designed to deliver superior, risk-adjusted returns via both separately managed account and mutual fund platforms.

Bear Stearns Asset Management, Inc. is an asset management firm and broker/dealer located in New York City. The firm is a subsidiary of JPMorgan Asset Management, Inc. and their ultimate parent is JPMorgan Chase & Co., Inc. (NYSE: JPM). They manage equity and fixed-income separate accounts, mutual funds, hedge funds, private equity funds and venture capital funds. Their clients include corporations, municipal governments, multi-employer plans, endowments, foundations, family groups and high net-worth individuals

Provides financial market intelligence services

Functions as a College/University

Functions as a College/University

Yellowstone Partners' stock selection process begins with a universe of stocks which meet thresholds of capitalization, information availability and liquidity. The firm subjects each potential investment to a rigorous valuation filter. Those which fail to meet the Yellowstone's proprietary requirements are eliminated. The firm narrows their list of investment candidates to include only those with calculable evidence of stability and the potential for growth. They are particularly interested in companies which are experiencing drastic sales growth, strong asset turnover and high cash flow. Their evaluation also includes a detailed appraisal of each company's management. Yellowstone does not believe it is possible to perfectly time the market, but they do look for technical indicators to identify optimal entry points. They monitor their holdings diligently and capture profits periodically. The firm's sell strategy is dictated by the same factors which first bring companies to their attention.