Founded in 1977, GMO is a global investment manager committed to delivering superior performance and advice to our clients. Our sole business is investment management, and we are privately owned, which allows us to maintain a singular focus on achieving outstanding long-term investment outcomes. We currently manage about $60 billion of assets in partnership with a broad range of sophisticated clients, including leading endowments, foundations, corporate and public retirement plans, sovereign wealth funds, financial intermediaries, and philanthropic family offices.
 
Offering solutions across multi-asset class, equity, fixed income, and alternative strategies, we are grounded in a common philosophical belief that a long-term, valuation-based approach will maximize risk-adjusted returns. Known for our willingness to challenge the status quo and our creative approach to solving investment problems, we candidly share our market views and take bold, differentiated portfolio positions when conditions warrant them.

Founded in 1869, the Goldman Sachs Group (NYSE: GS) is a leading global financial institution that delivers a broad range of financial services to a large and diversified client base. Goldman Sachs Asset Management is the primary investing area within Goldman Sachs, delivering investment and advisory services across public and private markets for the world’s leading institutions, financial advisors, and individuals. The business is driven by a focus on partnership and shared success with its clients, seeking to deliver long-term investment performance drawing on its global network and deep expertise across industries and markets. With over three decades of experience investing, Goldman Sachs Asset Management is a leading investor across fixed income, liquidity, equity, alternatives, and multi-asset solutions with offerings that span traditional and alternative investments.

This information was provided by Goldman Sachs.

Harding Loevner was founded in 1989 by David Loevner and Daniel Harding, former global investment managers for Rockefeller & Co. The firm focuses on managing global equity portfolios using a consistent investment process that combines in-depth company research with the analysis of industry competitive structures.

A well-credentialed, stable investment team, discipline, and a long-term perspective are critical to our success - but what sets us apart is our unique approach to research and decision-making. As bottom-up investors, we aim to invest in high-quality growth businesses at reasonable prices to provide superior risk-adjusted returns over the long term. To determine what constitutes a high-quality growth business, we research a company’s management, financial strength, and growth prospects and closely examine the industry in which it operates. Our analysis is guided by Michael Porter’s Five Forces, a framework designed to inform how well-positioned a company is relative to competitors, as well as the profit potential for the company.  

As for decision-making, a distinctive aspect of Harding Loevner’s process is our commitment to “collaboration without consensus,” which leverages group wisdom while preserving individual accountability. Through this process, we attempt to mitigate behavioral biases by encouraging transparent debate among researchers with different perspectives, which helps drive out compromise and eliminate consensus building.

Hillman Capital Management (HCM), founded in 1998 by Mark A. Hillman, is a value equity boutique investment manager serving clients that includes RIA’s, broker/dealers, foundations, endowments, corporations, pension plans, and private investors. The firm operates as the Investment Adviser to the Hillman Capital Management Funds, a registered mutual fund accessible to the public (HCMAX).
 
Value Proposition
HCM's value proposition centers on its disciplined value investment philosophy, which focuses on investing in quality businesses with sustainable competitive advantages that are undervalued by the market. By adhering to this approach, HCM aims to outperform the market across various economic cycles and generate positive returns for its clients.
 
Portfolio Philosophy
HCM's investment process comprises three key steps:

1. Qualified Investment Universe (QIU): The firm evaluates companies based on criteria such as industry leadership, prudent management, pricing power, supplier purchasing power, barriers to entry, brand strength, product/service excellence, customer service, and financial flexibility. Companies meeting these criteria are added to the QIU.
2. Portfolio Construction:
   • Advantage Value Equity Portfolios: Comprise 45 stocks, equally weighted of the total portfolio value, with rebalance boundaries of 1.5% and 2.9% per position, and sector constraints of 25% per sector and 10% per sub-industry maximums at cost.
3. Buy and Sell Discipline:
   • Buy Discipline: HCM assigns a fair market value to each security in the QIU using a discounted cash flow methodology supported by price to sales & price to book ratios. The QIU is sorted by discount to fair value and when a portfolio vacancy occurs, the position is filled by buying the cheapest company in the universe.
   • Sell Discipline: Reasons for selling include loss of sustainable competitive advantage, the stock price exceeding fair value by 1% to 20%, or risk and diversification parameters being exceeded.

Through this structured methodology, HCM strives to deliver consistent, long-term value to its clients.

This information was provided by Hillman Capital Management.

Hilton’s mission is simple: help clients achieve their financial goals. We do this through our efforts to achieve excellent client service, responsible investment growth, provide transparency in our methods, and ensure accessibility for our clients. In short, we cultivate strong relationships with clients, many of whom have been with us for decades, and strive to keep their trust every day.

Our tailored investment strategies span various asset classes and objectives, meticulously crafted to meet the diverse needs of our individual and institutional investors. Our team boasts an average of over 25 years in financial markets. Guided by this wealth of experience, we strive to deliver attractive, risk-adjusted returns across market cycles. To learn more visit us at www.hiltoncm.com.

iSectors® is an independent ETF investment strategist, established in 2008, that provides advisors with a suite of proprietary asset allocation models using low cost, index-based exchange-traded funds (ETFs). iSectors® investment management services, along with the technological infrastructure and support staff of our platform partners, helps advisors optimize their business efficiencies, affording them more time to get to know their clients and develop new client relationships.

iSectors® strategies are rooted in our philosophy that asset allocation using passive indexes, rather than the selection of individual securities or market timing, is more beneficial in helping investors reach their financial goals. Our investment process seeks to maintain low overall investment costs using ETFs and technology provided by turnkey asset management platforms. The iSectors® strategies also allow transparency, liquidity, daily pricing, holdings, tax, and performance updates.

St. James Investment Advisors applies a clearly defined, disciplined approach to Value Investing. Our investment philosophy reflects the teachings of Benjamin Graham and Warren Buffett. We define Value Investing as the process of buying assets for significantly less than the true “intrinsic” or business value to a rational purchaser. We steadfastly adhere to the time-tested principles of Value Investing, believing that attempting to keep pace with the market in all conditions leads to poor decisions and increases the likelihood of mistakes.

A consistent, sustainable investment process is vital to weathering all economic climates. Our philosophy is grounded in a resolute commitment to investing in high-quality businesses distinguished by their strong fundamentals, prudent management, and sustainable competitive advantages. We take a long-term, business-owner’s perspective, conducting rigorous due diligence on both the operational dynamics and leadership integrity of each company. In our view, these exceptional businesses are best positioned to compound value over time, offering the potential for attractive returns with a lower risk profile relative to the broader market.

Our value-oriented approach is exemplified by the St. James High Dividend Yield Portfolio, which is designed to identify and invest in equity securities that offer above-average, sustainable dividend yields and trade at meaningful discounts to our estimates of intrinsic value.

This information was provided by St. James Investment Advisors.

Janus Henderson’s mission is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service.

Our insights, investments, and service currently help shape the futures of millions of people and achieve our purpose of Investing in a brighter future together.

We draw on 90 years of experience of investing on behalf of clients and the human connection matters in all that we do. Teams across Janus Henderson come together every day to deliver outcomes for our clients – and their clients – that make a difference. We are proud of this responsibility as we fulfil our purpose of ‘investing in a brighter future together’.

For Financial Professionals in the US

KKM is a boutique investment solutions firm that offers distinct portfolio management solutions and provides risk mitigation solutions via research-based products utilizing dynamic stock selection, ETF model portfolio strategies, and bespoke option overlay programs. KKM’s investment solutions seek to assist wealth advisors in their portfolio construction process or even serve as a complete outsourced investment solution while wealth advisors select to focus more time on their clients. KKM works with wealth advisors, financial institutions, and family offices globally. Our firm was founded by prominently recognized and respected CNBC Contributor Jeff Kilburg and is headquartered in Chicago, IL. KKM has served as a portfolio consultant to InCapital and Nuveen Investments. For more information, please email info@KKMfinancial.com.

This information was provided by KKM Financial.