We have managed investments for individuals and institutions since 1937. Over the years, we have upheld our founder's commitment to a disciplined, long-term asset management approach because we believe it is in the best interests of our clients.
|Proprietary research||Portfolio managers are backed by one of the largest and most respected independent research departments in the industry. Our global analysts are dedicated to fundamental, bottom-up research and conduct in-depth company analysis to produce sound, long-term investment decisions.|
|Style Consistency||Portfolio managers strictly adhere to each portfolio's investment mandates and objectives.|
|Attention to Risk||We pursue a highly disciplined, risk-controlled investment process aimed at actively participating in market advances while protecting gains in market declines. We seek to provide a careful balance between risk management and high risk-adjusted returns.|
|Experienced investment teams||We believe that consistently strong, risk-adjusted performance is, in significant measure, the result of a stable management team. Our seasoned professionals focus on long-term investment opportunities, not market fads.|
1Based on cumulative total return, 114 of 183 (62%), 135 of 172, 134 of 161, and 90 of 111 funds (including all share classes and excluding funds used in insurance products) outperformed their Lipper average for the 1-, 3-, 5-, and 10-year periods ended 6/30/13, respectively. Not all funds outperformed for all periods.