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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

Institutional Separate Accounts

(As of March 31, 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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