Jeff Klein

Dodge & Cox aims to deliver superior long-term investment results across a range of economic and market scenarios to enable clients to achieve their financial goals. The firm employs in-house, fundamental bottom-up research, a rigorous valuation discipline, and maintains a long-term investment horizon. Their approach to active management combines deep fundamental research with team-based decision making.

BSCM’s investment process seeks to identify growth trends and themes in the broader market and develop strategic sector and industry weightings relative to the S&P 500. They next turn to stock selection to identify the best-positioned companies in each industry and sector to which they are allocating assets. Finally, they filter and refine these active management decisions to seek excess return from growth through their foundation of risk control. BSCM tends to invest in the stocks of US mid- and large-cap companies in the finance, technology services, and health technology sectors. They maintain a very low turnover rate.

HighMark combines fundamental and quantitative analyses to build diversified equity portfolios that aim to outperform respective benchmarks. The firm provides a range of style-specific strategies using both internal and external managers. Their approach is a disciplined, consistent process to actively manage portfolios including equity, fixed income, liquidity management and multi-asset strategies. HighMark’s equity strategies seek to achieve attractive risk-adjusted returns over an investment cycle by outperforming their benchmark index in absolute returns while assuming less risk. The firm’s fixed income investment professionals utilize both a top down and bottom up investment process to build diversified fixed income portfolios that seek to capture investment opportunities by actively managing risk through the various stages of the business and economic cycle.

Functions as a College/University

Halbis specializes in areas where they can be highly competitive, namely in European equities, value-added fixed-income, Asian and emerging markets equities and some alternative strategies. The regional capabilities of the New York office include US Core Fixed-Income, US High Yield, Emerging Markets Debt, Global Fixed-Income, Distressed Opportunities and Alternative Investments