Robert Semple

Provides brokerage services

Carlson Capital employs multiple strategies including equity relative value, equity long/short, event-driven, credit, overlay hedge, strategic, and other strategies. Their risk management philosophy is based upon a rigorous approach to trade construction. Individual positions are generally constructed on a bottom-up, fundamental basis. Carlson Capital is an activist firm and is included in the SharkWatch50 as one of the 50 most prominent and impactful activist investors

Provides brokerage services

The objective of the TQA's hedged convertible strategy is to construct and manage a hedged portfolio with a high current return and low volatility. This is accomplished by the simultaneous purchase of a long position in a convertible security and a short sale of the underlying common stock. To minimize risk, the portfolio is hedged on a delta neutral basis and is typically highly diversified among as many as 100 or more positions. While leverage may be employed on a tactical basis, its range is always restricted by the objective of the particular fund and is modest in comparison to industry practice. The goal of their equity market neutral process is to provide a systematic small cap long/short equity strategy with net returns consistently 10% above the cash benchmark and annualized monthly volatility below 6%. TQA exploits anomalies unique to a special group of small-cap stocks that tend to be generally neglected by institutional investors but react to change in their earnings prospects. This strategy utilizes a combination value and growth model that attempts to identify for the long portfolio undervalued stocks which are oversold on a technical basis but possess a strong earnings momentum catalyst which should move the stock higher over a short-term horizon. Stock selection factors include historic relative valuation, discounted cash flow analysis, private market value, earnings estimate revisions, earnings momentum, earnings surprise and both short and long-term price momentum. TQA selection universe is derived from the combined S&P 600 and S&P MidCap indexes. This working set is screened for size, liquidity, analyst coverage and industry.

Provides digital contract research solutions

Provides investment banking and brokerage services

Functions as a College/University

Crestline invests in companies located in the United States. The firm focuses on companies operating across a broad range of sectors and industries. It provides financing in the form of equity and debt for buyout transactions.

Surveyor Capital is a global, multi-manager equities strategy and is one of Citadel’s three fundamental equities businesses. Their sector-aligned investment teams conduct deep fundamental research, developing an independent view on the companies they cover. They are specialists in their industries and experts in their coverage, building trusted relationships with many corporate management teams. The firm's investment teams leverage Citadel’s proprietary, market-neutral risk framework with the aim of building portfolios that minimize broad market exposures. Using this insight, they act on their investment theses and scale their risk-taking with confidence.