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MANAGER SELECTION:

One of the foundations of our investment philosophy is the use of multiple portfolio managers, each specializing in a particular investment style as well as investment approach, both of which are critical to investment success. 

For example, in addition to evaluating managers who focus on the fundamental evaluation of individual stocks, such as price/earnings or price/book ratios, also evaluated are managers who employ macro quantitative models which seek to capitalize on specific market factors and trends.  Potential managers are evaluated continuously, in all major asset classes and market sectors.  Often, multiple managers are employed within each line item of the portfolio, offering additional diversification of approach as well as enhancing portfolio risk management.

 

THE SELECTION PROCESS:

In order to optimize the selection process, Capital Investors has entered into a strategic alliance with SEI, Incorporated, a large, highly-regarded publicly-held firm based in Philadelphia. One of the most financially-sound companies in the investment industry, SEI offers a unique set of capabilities and proprietary technology for the efficient selection and rigorous monitoring of institutional money managers. 

A 40-year old firm, SEI has over 2000 employees worldwide and manages almost $158 billion of investor assets (as of 12/31/09).  Their annual revenues exceed $1.0 billion (FYE 2009) and they employ a core group of more than 100 talented investment professionals, many of whom hold the highly-regarded CFA designation.  A leading provider of asset management and investment technology solutions, SEI's clients include financial advisors such as Capital Investors, as well as corporations, banks and other financial institutions which focus on  wealth management for their own clients.

The institutional money managers available through SEI, as of March, 2010, have an impressive list of clients, including but not limited to the following companies, institutions, trusts, endowments and other large pools of capital:

Aluminum Company of America AT & T, Inc. American Electric Power
Bank of America The Boeing Company Black & Decker Corporation Master Trust
Caterpillar, Inc. Chevron Texaco Corporation  Cornell University 
Coca-Cola Enterprises  ConAgra Foods Deloitte & Touche
Dow Corning Corporation Deere & Company Ernst & Young
Fed Ex Corporation The Ford Foundation  GlaxoSmithKline
Halliburton, Inc. Hartford Life Insurance Honeywell
Johnson & Johnson  Lincoln National Life MacArthur Foundation
Merck & Company Metropolitan Life Insurance  3M Company 
MIT NCR Corporation Ohio Public Retirement System
Pfizer, Inc. Price Waterhouse Coopers Stanford Universitry
Time Warner Corporation          Sunoco Xerox Corp

Representative clients are selected by SEI to illustrate a sampling of SEI's client base, but may not necessarily endorse all of the services provided by SEI.  



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