Competitive advantages for money manager Pantheon Investments, an SEC registered investment advisor! Industry is money management.

The principals of the firm have over 25 years investing experience. Mr. Goodhue has extensive knowledge managing fixed income and equity portfolios with keen insights into real-world macro economic opportunities. His identification of crosscurrents in the global economy facilitate an understanding of interest rate and equity multiple movements as well as industries facing tailwinds or headwinds. The significance of these factors cannot be underestimated. Additionally, industries forecasted to experience positive environments are then screened for possible purchases based on fundamental data developed through years of research. From these "macro" factors, Mr. Goodhue's experience further assists his analysis of company specific opportunities and ultimately portfolio construction.

Mr. Goodhue also has good access to contacts within the "hedge fund" universe. This access helps generate investment ideas from some of today's most notable investors. He has gained considerable insight into the characteristics of successful investing as well as leading indicators to troubling information.

Expertise

Expertise is almost uniformly a function of experience; and our clients` experience with Pantheon is the measure of our success. However, just as patients prefer a board certified physician, clients often prefer a manager with acknowledged accreditations. To this end, Mr. Goodhue received his MBA with a concentration in Finance from the Owen School of Management at Vanderbilt University and also earned the esteemed Chartered Financial Analyst designation. In addition, his role as principal adviser to First American (now AmSouth) on its acquisition of the then one billion dollar Pioneer Bancshares highlights his financial acumen. Mr. Goodhue has also passed the NASD Series 7, 27 and 63 examinations.

Extensive Information & Relationships

An investment firm cannot operate successfully in an information vacuum. Too much information leads to decisions based on emotions and "herd mentality". Too little information leads to decisions based upon hearsay and hope. Both extremes are equally dangerous. Remember that some of our greatest investors withdrew from Wall Street to rid themselves of information overload: Warren Buffett and Sir John Templeton to name two.
We should not forget another of Ben Graham`s greatest teachings: to paraphrase, in the short run the market is a voting machine, in the long run the market is a weighing machine. Incredibly insightful! Thus, Pantheon invests considerable resources to access information that facilitates our long-term understanding of a company`s fundamental earning power.

Additionally, we maintain relationships with those investors whom we respect for their own research and will frequently brainstorm investment ideas. We also seek knowledge from a long list of contacts outside the investment profession who often give us unique insights to the companies we are researching.

Performance Driven

Unlike many firms which offer a variety of specialized products for the latest investing craze, Pantheon has one overriding objective: meet our clients` performance goals by maximizing after-tax total return on their investment capital while assuming reasonable risk.

To align incentives with our clients`, securities owned in their investment portfolios are also owned by their portfolio manager. In other words, we taste our own medicine. Second, we generate incentive fees only when our clients` portfolios outperform. When our mistakes inevitably surface, we want you to be able to derive some solace from the fact that our financial suffering commensurates yours. We cannot promise performance, but we can promise that our financial fortunes will move with our clients.