Heidrick & Struggles

Systematic Financial Management (SFM) specializes in the management of value portfolios across the market-cap spectrum. The firm manages three distinct investment disciplines to help investors pursue specific value opportunities. Their Catalyst Value, Free Cash Flow Value and Disciplined Value strategies each employ unique, well-defined investment methodologies that leverage SFM's proprietary research to achieve the strategy's investment objectives. The firm's investment approach is based on the use of both fundamental and quantitative research.SFM's Catalyst Value discipline includes the following portfolio strategy offerings: Large Cap Value, Mid Cap Value, SMID Cap Value, and Small Cap Value Select (All Cap) Equity. Systematic's Free Cash Flow Value discipline includes the following portfolio strategy offerings: Small Cap, Small Cap Focus, and SMID Cap. Systematic's Disciplined Value strategies include the following portfolio offerings: Small Cap Equity and International Equity.

361 Capital uses proprietary quantitative algorithms to identify anomalies that can be exploited in the creating and managing of investment portfolios. 361 Capital also uses risk models to discover what they believe are the best fit for investments within a portfolio that provides the desired risk/return outcome. The firm's primary investment strategies can generally be grouped into four broad categories: Managed Futures, Multi-Strategy ETF portfolios, Global Macro, Multi-Strategy and Long/Short Equity.The Managed Futures strategies are tactically managed strategies that seek positive absolute returns that have a low correlation to the broader stock and bond market averages.The Multi-Strategy ETFs portfolios are actively managed strategies that attempt to replicate returns of a variety of equity, fixed income and commodity trading strategies using ETFs. Proprietary quantitative models are used to determine which strategies are displaying performance persistence or momentum. Active hedging and risk management are also employed to preserve capital and mitigate risk.The Market Neutral strategy seeks to achieve long-term capital appreciation with moderate correlation to major equity market indices but with less volatility. The strategy also seeks to participate in rising markets and preserve capital in down markets.

Clark Estates' equity holdings favor large-cap stocks in growth industries. The firm also invests in private equity