Russell Mollen

Hotchkis & Wiley is a global investment manager committed to the principles of bottom-up, fundamental value research. The firm offers value equity strategies across the capitalization spectrum and expertise in high-yield credit. They focus on assessing the fundamental drivers of a company’s long-term value, not short-term performance.

UTIMCO seeks to build superior long-term investment strategy that will provide increasing levels of purchasing power for scholarships, teaching, research and other educational programs of The University of Texas and The Texas A&M University Systems. The firm creates a diversified portfolio of US and global equities, fixed income investments, natural resource, real estate, private equity, venture capital and hedge funds.

BCM manages client accounts in long-only concentrated Small-Cap and Mid/Large-Cap equity strategies. In these strategies, they primarily invest in the equity of US publicly-traded companies. The firm identifies candidates for investment using fundamental research. Their research style is most often considered bottom-up, in that they focus on the individual company more than the general state of the economy or overall price to value ratio of the equity markets. BCM’s primary focus is on individual securities and their prospects over multiyear periods.

Functions as a College/University

Nine Ten Capital is a long-term investor that seeks to identify value through bottom-up research, primary due diligence involving extensive use of consultants, industry contacts, customers, resellers and others who can provide insight into the working of the business. The firm typically invests in companies that are undiscovered, oversold, misunderstood, forgotten or deeply discounted.