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Search Investment Week
Launched with backing from Pinnacle IM
Exclusion and weighting basis
Average market cap of $9bn
Extension of existing strategies with exclusion overlay
Managed by Bruce Glazer and Brian Barbetta
Fixed income and equity offering
Two new products due out this year
OCF 0.1%
Ex-River & Mercantile manager back with new boutique offering
Targets 20%-30% lower risk than average
