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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

  • 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.
  • Appreciation Strategy
    1Q20 Commentary: What makes a company robust in a slowdown are the same when demand stops — a strong balance sheet and a dominant franchise.
  • Large Cap Value Strategy
    1Q20 Commentary: In a difficult period the Strategy exhibited downside protection across most sectors.
  • Health Care Sector Update
    Senior Analysts Marshall Gordon and Nicholas Wu trace the COVID-19 outbreak and assess business impacts across health care subsectors.
  • Encouraging Signs Are on the Horizon
    Today’s volatility is ultimately an opportunity to upgrade portfolios and focus on long-term strategies.

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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