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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: FOMO or FOGO?
    2Q20 Commentary: We expect a sluggish recovery due to a weak labor market and the reticence of consumers to spend.
  • International Growth Strategy
    2Q20 Commentary: Stay-at-home orders have accelerated secular growth trends where the portfolio is well-exposed.
  • Large Cap Growth Strategy
    2Q20 Commentary: We have added cyclicality and consolidated positions to be more leveraged to a recovery.
  • Aggressive Growth Strategy
    2Q20 Commentary: We have made meaningful moves to concentrate the portfolio in our highest-conviction ideas and better participate in secular growth trends.
  • Small Cap Growth Strategy
    2Q20 Commentary: A coterie of companies benefiting from the transition to work-from-home policies were stellar performers.

Institutional Separate Accounts

(As of March 31, 2020)
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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