ARBITRAGE FUNDS—ADVISED BY WATER ISLAND CAPITAL
Water Island Capital—advisor to The Arbitrage Funds—is an independent, employee-owned firm managing approximately $2.6 billion in assets across global event-driven strategies. Founded in 2000, the firm has remained focused on providing low-volatility investments prioritizing capital preservation and low correlation compared to fixed income and equity markets. Visit us at www.arbitragefunds.com.
ARISTOTLE CAPITAL MANAGEMENT LLC
Aristotle Capital Management LLC is a privately owned, registered investment advisor that specializes in equity portfolio management for institutional and individual clients worldwide. We are one of four independent investment teams, which collectively operate under a unified platform known as Aristotle. Our mission is to add value with active portfolio management to help our clients reach their long-term financial goals. Visit us at www.aristotlecap.com.
BlueStar Indexes is a world-class provider of proprietary and custom benchmark indexes and research. BlueStar leverages its deep knowledge of Israel's capital markets and the technology sector to provide investors with efficient access to Israeli asset classes and unique global technology themes, through a wide range of ETFs and investment services. Visit us at www.BlueStarlndexes.com.
CHARTERED ALTERNATIVE INVESTMENT ANALYST ASSOCIATION
The Chartered Alternative Investment Analyst (CAIA) Association is the world leader in alternative investment education. The CAIA Association is known for the CAIA Charter. Earning the CAIA Charter is the gateway to becoming a member of the CAIA Association, a global network of 9,000 AI leaders. CAIA also offers the Fundamentals of Alternative Investments Certificate Program. For more information, please visit CAIA.org.
Cognios Capital is a private independent investment management firm headquartered in Leawood, Kan. As investment advisor to both institutional and individual clientele, Cognios Capital is committed to proprietary independent research based on risk-adjusted performance. As of December 31, 2017, Cognios Capital is manager to $502 million. To learn more about Cognios Capital, please visit www.cognios.com.
ENTREX CAPITAL MARKET LLC
The Entrex Capital Market is a blockchain enabled alternative trading platform, which originates, structures, offers, places, trades and settles private securities across cash-flowing sectors. Entrex partners our proven financial securitization and trading technology with industry leaders to develop sector-focused investment and trading platforms for their clientele. Visit us at www.entrex.net.
Folio Institutional provides custody and brokerage services to financial professionals and institutions nationwide, servicing billions of dollars in assets. Their patented online brokerage and investing solutions enable advisors to manage thousands of client accounts, implement diversified investment strategies, manage tax liabilities and fully integrate billing, performance reporting and other services. Visit us at www.folioinstitutional.com.
JOHN HANCOCK INVESTMENTS
John Hancock Investments provides asset management services to individuals and institutions through a unique manager-of-managers approach. We combine unbiased asset management with vigorous investment oversight to offer investors a deeper level of diversification and proven results across asset classes. Visit us at www.jhinvestments.com.
Founded in 1987, Litman Gregory is a San Francisco Bay Area firm that manages assets for high-net-worth individuals, institutions and other advisors using strategies that draw on its global tactical asset allocation expertise and in-depth manager due diligence. The firm also advises a family of no-load mutual funds, including a fully liquid, multi-strategy alternatives fund. Visit us at www.litmangregory.com.
At Parnassus Investments, we invest responsibly to build wealth for our clients. We select businesses that we believe have increasingly relevant products or services, sustainable competitive advantages and quality management teams for our high conviction portfolios. Every investment we make must meet rigorous fundamental and environmental, social and governance criteria. Visit us at www.parnassus.com.
PAX WORLD FUNDS
Pax World Funds (Pax) are advised by Impax Asset Management LLC, formerly Pax World Management LLC, a pioneer in the field of sustainable investing. Pax offers a diverse lineup of mutual funds focused on the risks and opportunities arising from the transition to a more sustainable global economy. Visit us at www.paxworld.com.
Saturna Capital, manager of Saturna Sustainable, Amana and Sextant Funds, uses years of experience to help individuals and institutions build wealth, earn income and preserve capital. The Saturna Sustainable Funds seek to invest in issuers demonstrating sustainable characteristics with low risks in areas of the environment, social responsibility and governance (ESG). Visit us at www.saturna.com.
Sprott is a global asset manager providing investors with access to highly differentiated precious metals and real assets investment strategies. Sprott’s best-in-class investment products include innovative physical bullion trusts, mining ETFs, and private equity and debt strategies. Sprott is based in Toronto and has offices in Connecticut, California and Vancouver. Visit us at www.sprottglobal.com.
VIVALDI ASSET MANAGEMENT LLC
Vivaldi Asset Management LLC is an investment specialist that provides alternative investment solutions for financial advisors and their clients. We strive to: protect investor capital, compound steady returns and minimize downside risk. We pride ourselves on our ability to combine rigorous research and risk management processes with disciplined portfolio construction. Visit us at www.vivaldifunds.com.
WESTCHESTER CAPITAL MANAGEMENT
Westchester Capital Management (WCM) is a registered investment advisor specializing in liquid alternative investment strategies. We manage a variety of investment portfolios using a combination of strategies to invest in publicly announced event opportunities, such as mergers, acquisitions, takeovers, spin-offs and other corporate reorganizations, with the goal of profiting from the timely completion of these transactions. Visit us at www.westchestercapitalfunds.com.