Frank Bisk

Pilot Advisors is a value small-cap investor. They use fundamental research to seek stocks with low p/e and price-to-cash flow ratios. They also screen for strong balance sheets. For their hedge fund, they may short but do not utilize options or futures. Pilot tends to invest in the stocks of mid-cap US companies in the finance, health technology and process industries sectors. They also invest in Europe and Asia. The firm maintains a high turnover rate.

NBBD-IM offers clients investment solutions across asset classes, styles, capitalizations and geographies in both public and private markets, as well as multi-asset class solutions that bring them all together. For equity investments, the firm tends to focus on stocks with solid balance sheets, relatively low price-to-earnings ratios, low price-to-cash flow ratios, strong cash flows, above-average yields, sustainable earnings growth, reasonable valuation multiples relative to growth prospects, sound franchise values and significant insider ownership. They use both top-down and bottom-up analysis to select investments. In addition, the firm uses options and futures and occasionally invests in ADRs and private equity opportunities.

Provides legal services

Functions as a College/University

Functions as a College/University

NBIA offers investment solutions across asset classes, styles, capitalizations and geographies in both public and private markets, as well as multi-asset class solutions. The firm’s investment teams employ distinct investment processes that incorporate various methods of securities analysis.