Roseanna Torres

Functions as a College/University

HKAM is a contrarian (fact-based) investor. The firm conducts their own proprietary in-house research consisting primarily of qualitative and quantitative, bottom-up, value-oriented analysis of a wide universe of companies operating in the US and abroad.

Pendo is a long-term value investor with a contrarian view. The firm generally invests client assets in domestic and international stocks, bonds, mutual funds, and exchange traded funds (ETFs). They conduct in-house fundamental research for its investment portfolios. Pendo buys a security at a discounted price, if investment represents either new opportunity or a strategic hedge for the portfolio, and a unanimous decision is made by the investment committee. They sell a security when their expectations met or exceeded, a risk/reward characteristics have changed or no longer meet their investment guideline, another investment idea, with more favorable risk/reward characteristics has been identified, and if Pendo has misjudged or otherwise found an omission in their original analysis.