Gary Potter

CTAM is an active manager that performs in-house research, strategic analysis, and risk modeling to reach decisions. The firm conducts company visits as one of the key areas of their research. The firm is a self-described 'multi-boutique' that is organized into small teams that follow specific products. They offer funds investing in a range of assets such as real estate, equities, fixed-income, and multi-manager. CTAM provides a variety of alternative, ethical, lifestyle, and investment trust strategies.

TRC is an active manager which performs in-house research, aiming to achieve absolute returns. They aggregate large European companies to form a proprietary index into which stocks are categorized into unstable financials, stable financials, defensive, growth, TMT and cyclical style sectors. Stock selection is bottom-up (quantitative and qualitative) as well as top-down. TRC invests through their income funds in debt securities and currencies worldwide, seeking unrecognized value in liquid bonds and currency markets, using yield curve positioning and allocation strategies based on political and macroeconomic analysis, as well as financial and management scoring of companies.

Functions as a College/University

CTMM is an active manager that aims to achieve superior absolute returns and performs in-house research to invest in their funds. The firm selects stock and follows a combined bottom-up and top-down approach. CTMM invests in debt securities and currencies worldwide and seeks unrecognized value in liquid bonds and currency markets with the use of yield curve positioning and allocation strategies based on political and macroeconomic analysis, as well as financial and management scoring of companies.