JetBlue Airways Corporation

DS&C is a deep-value manager that employs a disciplined bottom-up approach. They invest in stocks of out-of-favor companies selling at discounts to tangible book value. The firm tries to look for companies in the bottom decile of price-to-tangible book value ratios and a positive outlook for earnings potential over the next 2-4 years. DS&C utilizes fundamental security analysis and basic research. Their intensive research tries to determine which of these low price/tangible book value stocks will turn around and achieve their earnings potential. The firm’s primary approach is bottom up while they do closely follow and analyze broad economic and sector trends. They will first find a cheap stock and then see if their industry and economic views support their individual company thesis. DS&C’s in-depth research includes time spent reading company documents and speaking/meeting with company management. They try to have multiple phone conversations with company management to familiarize themselves with their strategies, beliefs and intentions before investing in any company.

US Global Investors manages a family of no-load mutual funds that encompass all major asset classes and markets including gold and natural resources, stocks, government money markets, tax-free bonds and emerging markets. The firm's research effort begins with top-down country and sector analysis followed by fundamental analysis. Though not limited by sector, US Global Investors tends to invest in the stocks of companies in the energy minerals, non-energy minerals and industrial services sectors, The firm invests globally, across all market-caps. US Global Investors maintains a high turnover rate.

DGI seeks to invest in companies that are expected to yield high returns and can be purchased at a discount to intrinsic value. Their expected holding period is 7 years. The firm’s decision-making approach has both top-down (including duration/maturity positioning, yield curve risk and sector/quality risk) and bottom-up (including credit research, quantitative analysis and trading) components. DGI’s sell discipline is managed through a combination of inputs from its maturity, sector and individual selection decisions.

OppenheimerFunds, Inc. has been helping investors achieve their financial goals since 1960. We are one of the nation's largest and most respected asset management companies. At OppenheimerFunds, we believe that in order for you to reach your financial goals, your investments must perform. That is why investment excellence—over the long term and across the range of our products—is our highest priority. OppenheimerFunds and its controlled affiliates offer a broad range of products and services to individuals, corporations and institutions, including mutual funds, separately managed accounts, investment management for institutions, qualified retirement plans and subadvisory investment-management services. OppenheimerFunds is widely recognized as a leader in educating and empowering investors and for its award-winning customer service. To help us make this site of more value to you, we would appreciate your feedback. Contact us to share your thoughts or suggestions.

Weston Presidio invests in leading lower middle market growth companies located primarily in the US, with proven and invested management teams. The Firm focuses on management teams and companies that can weather economic volatility, have shown consistent historical growth and have significant future growth prospects. They target consumer, industrial growth and business services sectors.Weston Presidio provides financing in the range of $10 million to $50 million and make larger investments through direct participation by their limited partners. The firm participates primarily in growth financing, recapitalization and MBO transactions. They have expertise in dealing with closely-held and family-controlled businesses and in making minority, non-control investments.

BancBoston Ventures invests in media, communications, software, technology, infrastructure, e-commerce, Internet and information, healthcare, medical devices and biopharmaceuticals. The firm generally invests in North America and Europe. Investments range from 41 million to $3 million