White Oak Equity Partners

Fundamental Partners is an alternative asset management firm based in New York, specializing in municipal and public purpose investing. The firm focuses on distressed and special situation opportunities within municipal markets, aiming for long-term capital appreciation and current income through control-oriented investments, often secured by underlying assets or businesses. In addition to its core investment strategies, Fundamental has a dedicated clean energy investment arm, Fundamental Renewables, which provides specialized financing solutions for the development, construction, and operation of renewable energy projects. The firm operates at the intersection of municipal finance and community assets, emphasizing investments in sectors such as housing, senior care, and infrastructure.

Blueshift Asset Management, LLC is a privately owned hedge fund manager based in Red Bank, New Jersey, founded in 2017. The firm specializes in quantitative investment management, utilizing a combination of fundamental and quantitative analysis to inform its trading strategies. It manages pooled investment vehicles as well as separate client-focused equity portfolios, primarily investing in the public equity markets of the United States. The firm is recognized for its expertise in statistical arbitrage and high-frequency trading, leveraging years of experience in systematic investing and algorithmic strategies. Led by Mani Mahjouri, who has a background in prominent trading firms, Blueshift conducts in-house research to enhance its investment decision-making process.

ROW Asset Management is a quantitative investment research firm that specializes in asset management and macro investment services. By integrating academic research with practical market and trading experience, the firm develops a diverse range of model styles that cover multiple asset classes and timeframes. This approach enables ROW Asset Management to identify and exploit global market opportunities effectively. The firm primarily serves institutional investors, providing them with comprehensive quantitative investment research and management solutions tailored to their needs.