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Institutional Investor Advisor Individual Investor

Low Volatility

Cultivating Consistency Across Market Cycles

For equity exposure with lower variability of returns, an active focus on risk management can help. These strategies cultivate consistent results delivered with greater attention to downside protection through investment in high-quality companies with leading market positions.  

Perspectives

  • Large Cap Value Strategy Update
    PM Dmirty Khaykin discusses fourth-quarter performance and the long-term prospects for a low-turnover, buy-and-hold strategy in the current environment.
  • Can Consumers Keep Spending?
    Consumer Analysts Neal Austria and Rob Buesing discuss catalysts behind consumer strength and how to invest in this trend.
  • The Long View: A Pivotal Year for Equities
    4Q19 Commentary: Valuation and allocation trends suggest a positive, albeit choppy market in 2020.
  • Appreciation Strategy
    4Q19 Commentary: Markets will be more dependent on a rebound in earnings to drive the next leg of market returns.
  • Large Cap Value Strategy
    4Q19 Commentary: The porfolio's managed care companies rallied while trade optimism and a rate cut boosted cyclical stocks.

Institutional Separate Accounts

(As of December 31, 2019)
Average Annual Returns
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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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