Believing that sound strategies, executed consistently, are the key to long-term investment success, Great Lakes Advisors builds value equity portfolios through a distinctive investment philosophy and process.  This approach, which manages risk as a key component, has performed well through a wide variety of market climates.  What's more, it can be customized to the needs and preferences of clients who desire socially responsible investing.

A Proven Value Investment Approach

Since 1985, the heart of our equity investment approach has centered around a firm's potential to improve its value, or earning power.  We define earning power as a company's ability to generate profit  to reinvest into the firm or distribute to shareholders.  Earning power is best represented by a firm's return on invested capital. 

Selecting from a universe of companies with large-medium capitalizations, we seek to invest in established firms and industries, which we believe will increase their earning power, and whose current valuations suggest that they are underpriced because of low market expectations.

Central to our philosophy and process is a method of diversifying the portfolio across industries to manage risk.  The result has been a portfolio that has demonstrated competitive returns, low volatility compared to the market and other managers as a whole, and low turnover.