Our conservative Large Cap Equity strategy is a traditional value strategy that is implemented on a consistent basis to produce superior results with lower risk than the market or typical managers. For over 20 years, our investment management team has been building Large Cap Value portfolios with relatively high dividend-yielding, high-earning, and under-valued securities to produce benchmark-beating performance with low volatility across all market conditions.
Our Small Cap Equity strategy is a fundamental bottom-up strategy that is implemented on a consistent basis to produce superior results with lower risk than the market or typical managers. We seek to provide net total return to our clients that exceeds that of the Russell 2000 Index over long-term market cycles while providing a safeguard for our investors against permanent risk of capital loss in unfavorable markets.
To accommodate the wide range of income, liquidity, and risk requirements of our clients, we offer a suite of Fixed Income strategies – all consistent with our long-standing views towards investing – yet each representing a unique solution: Core Fixed Income; Intermediate Government/Credit; Short Term Fixed Income; and Core Government.
We work closely with clients to identify the issues and priorities that are most important to them and we have successfully invested in companies whose activities and businesses are consistent with the missions and values of socially responsible clients.
Our Socially Responsible portfolios are managed by participating in an investment process similar to that used with our standard Equity and Fixed Income portfolios, and hold a similar number of securities and have a similar cumulative weighting in industries or sectors as those portfolios.
For clients in search of a tailored investment portfolio diversified across asset classes, we combine our equity and fixed income styles to create balanced portfolios. We utilize sophisticated risk analytics and asset allocation models to ensure the portfolio is constructed and managed in accordance each client’s unique, long-term objectives.
We provide objective investment management to our clients while making their needs our highest priority. We are particularly proud of the long-term stability of our client base and their success. View our professionals to meet the people behind Great Lakes Advisors.