We never forget that our partners rely on us as a key intersection between differentiated investment opportunities and performance-driven results.
Through our expanding set of niche asset managers, we actively foster an environment designed to deliver innovative research, modern risk management and meaningful portfolio diversification.
Advisory Research delivers distinct investment opportunities for the benefit of their clients through differentiated processes, specialized products, efficient operations, and high-touch client service. Advisory Research®’s actively managed strategies include U.S. value and growth, global core equity, and energy equity as well as private funds to institutional and intermediary investors.
Algert Global is a San Francisco-based leader in systematic investment strategies founded in 2002. Algert takes an active, fundamentally driven approach to seek to exploit inefficiencies in global equity markets resulting from investor behavioral biases. With this approach, they manage a variety of equity strategies including U.S. small cap and international small cap, among others.
Searching for opportunities amid change and uncertainty, Altrinsic’s investment team seeks to capitalize on inefficiencies in the world’s equity markets by taking a long-term view and leveraging in-depth fundamental analysis, global industry knowledge, and its distinctive cross-border frame of reference. As the value of information has become increasingly commoditized, the value of experience, perspective, judgement, and common sense have increased.
C.S. McKee primarily specializes in a range of taxable fixed income strategies that focus on providing institutional investors with consistent risk-adjusted performance. C.S. McKee’s fixed income philosophy is founded upon an opportunistic, yet risk-controlled bottom-up approach. Placing an emphasis on security analysis and selection allows the team to mitigate risk to the portfolio associated with credit, duration, or yield curve decisions.
Red Cedar is an active asset manager focused on providing high-quality, income-producing strategies to clients through research across the capital structure. A primary expertise is in managing preferred securities.
Interested in more investment insights from our talented asset management partners?
