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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

  • Mid Cap Growth Strategy
    2Q17 Commentary: Greater earnings visibility drove growth stock outperformance during the quarter.
  • Small Cap Value Strategy
    2Q17 Commentary: Improvements by several companies led to a meaningful re-positioning of the portfolio.
  • Multi Cap Growth Strategy
    2Q17 Commentary: We are well positioned for a change in market leadership away from mega cap tech stocks.
  • International Small Cap Strategy
    2Q17 Commentary: Small caps outperformed during the quarter, with particular strength in Europe and developed markets.
  • Mid Cap Strategy
    2Q17 Commentary: Despite extended market valuations, we continue to find compelling opportunities among mid caps.

Institutional Separate Accounts

(As of June 30, 2017)
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

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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