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Pendal Group ("Pendal") is an independent global investment manager focused on delivering superior investment returns for clients through active management. Pendal manages $100.3 billion in AUM (as of September 30, 2021) in client assets through J O Hambro UK, Europe & Asia; JOHCM USA; Pendal Australia and Regnan. Pendal operates a multi-boutique style business across a global marketplace through a meritocratic investment-led culture. Its experienced, long-tenured fund managers have the autonomy to offer a broad range of investment strategies with high conviction based on an investment philosophy that fosters success from a diversity of insights and investment approaches. Listed on the Australian Securities Exchange since 2007 (ASX: PDL), the company has offices in Sydney, Melbourne, London, Prague, Singapore, New York, Boston and Berwyn, PA.
Shamrock Capital is a Los Angeles-based investment firm. We invest through two distinct strategies: Private Equity and Content. Our Private Equity strategy makes majority and minority investments, including buyouts, growth equity and recapitalizations, in leading middle market companies across our target sectors. Our Content strategy invests in and/or finances entertainment intellectual property and media rights across a diverse set of asset classes that includes film, TV, music, games, sports and many others. We believe we are uniquely qualified to invest in our target sectors given our rich heritage that traces back to 1978, when our predecessor firm was founded as the family investment company for the late Roy E. Disney. Today, Shamrock is a fully independent, institutionally backed firm with leading group of investors including endowments, foundations, pensions and sovereign wealth funds.
Riordan, Lewis is a Los Angeles, CA-based company in the Financial Services sector.
Access International Financial Services is a Denver, CO-based company in the Financial Services sector.
FIS Group, Inc. is an asset management and investment advisory firm that seeks to generate alpha for its clients by investing in domestic and global equities. Founded in 1996, FIS Group specializes in offering emerging manager strategies to public fund, corporations, endowment and foundation clients. FIS Group strives to provide its clients with investment strategies that assist them in retaining and building upon their current asset bases. FIS Group’s strategies are constructed to navigate through both domestic and global markets as well as targeted sectors with the goal of outperforming the relevant product benchmark. To implement its strategies, FIS Group carefully screens entrepreneurial firms through its manager review process which has evolved and been refined over the last 20 years. The selected entrepreneurial firms have proven track records of outperforming the market and their peers, and we believe they have the ability to achieve greater levels of alpha than their larger counterparts. FIS Group can also tailor its client portfolios to maximize the probability that desired manager selection criteria, client risk and performance characteristics can be met while still focusing on providing consistent above benchmark performance.