International Strategy & Investment
ISI consists of two parts: ISI Group Inc., a broker-dealer, and ISI Inc., a registered investment advisor. ISI is engaged in investment research, sales, trading, portfolio management, support and operations with offices in New York, Washington DC, London and Beijing. ISI Group is headed by Ed Hyman and Nancy Lazar who spearhead our economic research efforts, while ISI Inc., which is an investment advisory service, is headed by Al Medaugh and Jim Moltz, who manage U.S. fixed-income, global bond and equity-oriented funds. Their management draws on ISI's research to anticipate interest rate changes, and we actively manage our clients' portfolios to benefit from these changes. ISI currently has 104 employees.
ISI Group now has Institutional Investors’ #1 Ranked Analysts in five key areas: Portfolio Strategy, Washington Research, Technical Analysis, Economics, and Integrated Oil (Independent Research).
ISI Group placed 14th overall among all Wall St. Firms
NOTICE: Effective September 24th, 2007, Ultimus Fund Solutions, LLC, is the new administrator and transfer agent of the Funds.
