Rigorous Research
525+ investment professionals go into thefield.2
We use our size, resources, and research to see company operations firsthand where they happen.
We take time to interview top managers, employees, competitors, and consumers, asking direct questions to get the full story behind the numbers.
Our experienced teams analyze all of these details to make skilled, independentjudgments.
Prudent Risk Management
We seek to manage risk and maximizevalue.
We have weathered all kinds of markets and this depth of experience allows us to understand the geopolitical and economic factors and react to them opportunistically—even defensively—when necessary.
As conditions change, we're able to remain focused on achieving solid long-term results for your plans andparticipants.
Forward-Looking
We don't wait for change. We seek to get ahead of change for our clients.
Our people think independently but act collaboratively. We assess when to move with the crowd and when to move against it; when to quickly take advantage of market fluctuations and when to holdtight.
Results show the success of our active investing approach:
- Over 70% of our mutual funds with a 10-year track record have outperformed their 10-year Lipper average as of 3/31/2024.3
- Over 95% of our Retirement Funds with a 10-year track record beat their 10-year Lipper average as of 3/31/2024.4
- 100% of our Retirement Funds for individual investors have gross expenses below their Lipper average as of 3/31/2024.5
