David Aaron Sandell

Boston Trust Investment Management (BTIM) primary investment strategies include: All Cap, Core (Mid and Large Cap), Growth, Value, Mid Cap, Small-Mid (SMID) Cap, Small Cap, International, Mixed-Asset, Domestic Balanced, Global Balanced, and Global Asset Allocation. BTIM offers a wide range of equity strategies, which may focus on equity securities of a particular style, market capitalization, or geography. Across all strategies, the firm seeks to invest in a well-diversified set of companies meeting three standards: higher than average financial quality, more sustainable business models, and reasonable valuation.BTIM's fixed income management focuses on maintaining a portfolio of debt securities, cash, or other instruments that pay either a fixed or a floating rate of interest. Income strategies may include debt securities that provide tax-advantaged interest payments, such as municipal bonds, or those that include higher credit risk (e.g. corporate bonds). Income strategies may include debt securities issued by the US Government, as well as its Agencies. Fixed income management is a component of balanced and asset allocation strategies. BTIM seeks to add value through duration management, yield curve strategies, sector rotation, and individual security selection.

Boston Trust & Investment Management Co. provides banking services. The firm provides its services to high net worth individuals and their families, foundations, endowments, pension and profit sharing plans, retirement plans of municipalities, corporations, religious organizations, Taft Hartley plans, and labor unions. It also provides financial planning, tax management services, trust services, and estate planning. The company was founded in 1974 and is headquartered in Boston, MA.

Leeb Capital Management's (LCM) investment approach is based on GARP. They invest primarily in the stocks of large-cap companies in the energy, technology, defense and franchise sectors, including healthcare. The firm looks for companies with high earnings potential, leading competitive positions and high earnings growth rates. They also look for companies in sectors with revenues that are growing faster than the economy. Within these sectors, they look for companies with superior operating records and PEG < S&P PEG. The firm's fundamental research focuses on business analysis, determination of growth factors, company analysis and management analysis. They will sell a stock when its performance expectations have been met, there are major directional changes in the economic environment such as interest rates or inflation or when prospects for the company do not meet LCM's expectations.LCM's income strategy focuses on the preservation of capital with minimal security turnover. Income portfolios consist primarily of common stocks, preferred stocks, limited partnerships and bonds. When selecting investments, the firm seeks to minimize inflation risk, credit risk and market risk. They invest mainly in investment grade securities. LCM manages market risk by diversifying holdings among other income sectors including REITs, utilities and preferred stocks.