Wade Donels

Southeastern uses a value-oriented, long-term, bottom-up stock selection process. Research is driven internally by the firm’s global investment team. The firm seeks to achieve superior long-term performance by acquiring equity securities of financially strong, well-managed companies run by capable management teams, at market prices significantly below their assessment of their business value. It sells stocks when they approach their appraisal. They consider companies of all sizes, although most of their assets are invested in mid-size and larger companies. Southeastern is an activist firm and is included in the SharkWatch50 as one of the 50 most prominent and impactful activist investors.

Provides retirement plans, asset management and insurance services

Fort Washington applies well-defined investment values across the diverse lineup of strategies that they offer covering asset classes and solutions within both public and private equity, cash and short duration fixed income, investment grade fixed income, asset-liability management, leveraged credit, multi-sector fixed income, private placements, private debt, midstream energy, securitized credit, and others.

MCM seeks to combine the early identification of long-term secular themes with rigorous fundamental research to identify high-quality companies with exceptional long-term growth potential. The firm blends top-down macroeconomic analysis and theme development with bottom-up stock selection.

Functions as a College/University