Equity

Since 1969, we have managed 30+ strategies with the following attributes:

Styles

Growth, value, and core strategies spanning geographies, market capitalizations, and concentration levels.

Sectors/Specialty

REITS, utility, natural resources, infrastructure, health care, technology, and financial services

Since 1975, we have managed 50+ strategies with the following attributes:

Styles

Core, value, and equity strategies spanning geographies and market capitalizations

Defined Outcome

Options-based buffer ETF and market participation strategies

Since 2017, we have managed 10+ strategies with the following attributes:

ETF-Based Strategies

Target enhanced after-tax returns by combining market-like exposure with tax-loss harvesting

• Long-only
• Long/short
• Custom