Mark Ziehr, Director of Business Development at Frontier Partners, was the guest speaker in the AIM program on Friday in the AIM Room. Mark is a regular visitor to the AIM program – and he again talked about the investment industry and the current financial markets. The students appreciate Mark’s experiences and views of the industry.
Mark attended the University of Wisconsin and received his BBA-Finance and has his MBA from DePaul University. He has been with Frontier Partners since 2005. Prior to this he was at Mercer Investment Consulting (2002-2005) and Northern Trust Company (1996-2002).
Dr. David Krause, AIM program director said, "It was great to have Mark Ziehr back into the classroom. He brings a very balanced perspective. His firm represents a variety of firms in the domestic and international equities markets, including Timpani Capital Management.
Frontier Partners is located in Chicago. They develop highly customized marketing and business development programs for institutional investment managers. Frontier Partners' serves a global network of consultants, plan sponsors, educational institutions, state and local governments and other organizations with significant assets to invest.
Frontier Partners limits the number of their manager relationships in order to devote considerable time and attention to each one. They view their client managers as partners, and in many cases enter into long-term financial arrangements to align their interests.
Currently, Frontier Partners represents five specialist institutional investment management firms:
HEXAM Capital Partners LLP
London, England
Mastholm Asset Management, LLC
Seattle, Washington
Independent Franchise Partners, LLP
London, England
Sky Investment Counsel, Inc.
Toronto, Ontario
Timpani Capital Management, LLC Milwaukee, Wisconsin |
Investment Objective Principal Investment Strategy
The Fund invests, under normal conditions, at least 80% of its assets in equity securities of small capitalization companies that Timpani believes have sound growth potential. Timpani uses fundamental research, focusing on companies with superior management and whose business models have a high potential for profitability. Timpani forms an investment decision based on this research and an assessment of the market’s perception of these companies.
The Fund invests, under normal conditions, at least 80% of its assets in equity securities of small capitalization companies that Timpani believes have sound growth potential. Timpani uses fundamental research, focusing on companies with superior management and whose business models have a high potential for profitability. Timpani forms an investment decision based on this research and an assessment of the market’s perception of these companies.
Timpani defines a small capitalization company as any company with a market capitalization of less than or equal to the total market capitalization of the largest company included in the Russell 2000 Growth Index. The Fund may also invest up to 25% of its total assets in equity securities issued by foreign companies such as ADRs.
Equity securities in which the Fund may invest include common stocks, preferred stocks, warrants to purchase common stocks or preferred stocks and securities convertible into common or preferred stocks, such as convertible bonds and debentures rated Baa or higher by Moody’s Investors Service or BBB or higher by Standard & Poors or Fitch Ratings.
