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Institutional Investor Advisor Individual Investor

High Active Share

Delivering Differentiated Portfolios

Actively managed strategies strive to generate distinct return streams that can complement market-based investment options. Active share measures the role of individual stock selection in delivering investment performance. These are focused strategies that emphasize growth and contrarian value and reflect the highest conviction ideas of our portfolio managers.

Perspectives

  • The Long View: Will Shock & Awe Be Enough?
    1Q20 Commentary: A vigorous policy response should help avoid a worst-case outcome and accelerate a recovery.
  • International Growth Strategy
    1Q20 Commentary: We believe our focus on valuing companies on long-term cash flows, where one year does not determine intrinsic value, will pay off.
  • Large Cap Growth Strategy
    1Q20 Commentary: We took advantage of historic volatility to reposition the portfolio and enhance its long-term growth profile.
  • Aggressive Growth Strategy
    1Q20 Commentary: We used the spike in volatility to consolidate and reposition the portfolio for the long term.
  • Mid Cap Strategy
    1Q20 Commentary: Companies with financial flexibility and enduring business models should thrive when we get to the other side of this unprecedented slowdown.

Institutional Separate Accounts

(As of December 31, 2019)
Average Annual Returns
Name Strategy AUM YTD Returns 1 Year 3 Years 5 Years 7 Years 10 Years Fact Card Commentary Copy link to clipboard

Exchange Traded Funds

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Mutual Funds

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Separately Managed Accounts

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Closed-End Funds

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Variable Investments

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