What We Offer
A diverse offering of U.S.- and globally focused multi-asset strategies ― managed by deeply experienced equity and fixed income portfolio managers ― that seek to address a range of investment objectives. We’ve managed multi-asset investments since 1973.
Our Competitive Advantage
We provide Registered Investment Advisors and their clients with the investment knowledge, durable results and institutional experience of a boutique fixed income investment firm combined with the breadth and scale of a large asset manager.
Our Investment Approach
Our global team of more than 314 portfolio managers and analysts conducts extensive due diligence in local markets around the world to gain exposure to evolving opportunity sets through both individual security selection and asset allocation. Primarily portfolio managers seek to provide a blend of total return and income with an attractive risk profile by investing in individual stocks and bonds based on a fundamental, valuation-based approach. When appropriate, the fund’s managers can adjust the allocation among stocks, bonds and cash based on input from analysts and macroeconomic researchers. This approach has generated a track-record of index-beating results across market cycles.