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Cmart LLC is a diversified alternative investment firm based in Greenwich, CT, with a focus on capturing risk-adjusted returns across both public and private markets since its inception in 1994. The firm employs a highly opportunistic investment strategy centered on acquiring quality assets at attractive prices, leveraging its foundational private equity experience to form views that often diverge from market consensus. Led by founding partners Charles Davidson and Joseph Jacobs, the firm fosters a collaborative culture that enhances its investment process through differentiated viewpoints. With over five decades of combined investment experience, the leadership team is committed to driving innovative strategies that elevate the firm's approach beyond typical industry perspectives. Generated from the website

DSM Capital Partners LLC, based in Mount Kisco, NY, is a growth stock firm with a strong valuation discipline, focused on achieving long-term capital growth through rigorous security analysis and consistent valuation standards. With an independent and employee-owned structure, DSM's experienced team, with an average industry experience of 22 years, is fully aligned with clients' interests, ensuring a stable and durable organization responsive to client needs. Utilizing idea-driven strategies built from the bottom-up, DSM invests across global equity markets to deliver distinct growth portfolios with a strong valuation backbone. Their range of concentrated strategies, including US Large Cap Growth, International Growth, and Emerging Markets Growth, aim to provide attractive risk-adjusted returns, emphasizing long-term performance as the key measure of value delivered to clients.Generated from the website

Vanderbilt Financial Group, headquartered in a LEED-Certified Platinum building, is a pioneering investment firm that focuses on providing flexible, collaborative, and innovative solutions to both advisors and clients. The firm emphasizes social and environmental responsibility, commitment to advisor support, and a personalized approach that empowers advisors to grow their practices and better serve their clients. Recognized as The Best Place to Work for seven consecutive years, Vanderbilt cultivates a culture of community collaboration and impactful investing, where advisors and clients work together to achieve their future aspirations. With its guiding principles of Gratitude, Respect, Innovation, Teamwork, and Trustworthiness (GRITT), Vanderbilt is dedicated to redefining the finance landscape while ensuring world-class service with a family office feel. Generated from the website