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, offering expertise in algorithmic and high-frequency trading strategies. Led by Mani Mahjouri, who has a strong background in statistical arbitrage and high-frequency trading, Blueshift employs a combination of fundamental and quantitative analysis to inform its investment decisions. The firm manages pooled investment vehicles and separate client-focused equity portfolios, primarily investing in the public equity markets of the United States. Through in-house research and innovative approaches, Blueshift aims to deliver efficient investment solutions tailored to the needs of its clients. The company operates as a subsidiary of Blueshift Holdings, LP.

ROW Asset Management is a quantitative investment research firm that specializes in asset management and macro investment services. The company integrates academic research with practical market and trading experience to create a diverse range of model styles. These models cover various asset classes and timeframes, enabling the firm to identify and exploit global market opportunities. ROW Asset Management primarily serves institutional investors, delivering comprehensive quantitative investment research and investment management solutions tailored to their needs.