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multi-asset

Multi-Asset

Flexible and dynamic global investing

High-conviction, actively-managed multi-asset solutions for an evolving market.

We identify opportunities across fixed income and equity, adhering to a disciplined research-driven approach tailored to each asset class and focused on the potential for risk-adjusted outperformance in concentrated, diversified strategies.

 

We incorporate equity by taking a comprehensive view of value that spans wide-ranging metrics we use to determine whether or not a security is priced appropriately, relative to other prospects.  We assess fixed income through intensive credit research, investing only when the risk/reward tradeoff appears tilted decidedly in the shareholder’s favor.

Investment Income Builder

A highly active and flexible approach allows us to go anywhere in the world to seek income.  The portfolio is global, diversified, and multi-asset built with income-producing stocks and bonds that seeks to deliver an attractive and growing income stream.   We apply a rigorous, bottom-up fundamental research process to identify dividend-paying companies with strong cash flows that have both the ability and willingness to pay and grow their dividends over time.

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$11B Global flexible income

client assets

The Investment Income Builder Strategy employs bottom-up fundamental analysis to identify dividend-paying companies with strong cash flows that have both the ability and willingness to pay and grow their dividends over time. Highly active and benchmark agnostic, the strategy’s flexible approach allows it to invest in both stocks and bonds anywhere in the world when searching for compelling income opportunities. Under normal conditions, the portfolio invests at least 80% of assets in income-producing securities, including at least 50% of assets in common stock.

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A Different Approach to Asset Allocation

Most strategic and tactical asset allocations have their foundations in decades of capital market expectations for return and risk. Those strategies seek to forecast changing market/economic conditions from macroeconomic perspective. When put into practice, this can often result in client portfolios with allocations to dozens of asset categories and small over/under weighting positions with little effect to the return and risk profile for the investor. We think there is a better way.  Our bottom-up fundamental research, a macroeconomic perspective and factor insights inform our global, multi-asset perspective.  Using broad categories of equity, fixed income and commodities, we build portfolios to deliver attractive real returns across various market environments and with lower overall volatility.

Summit Fund

Many investors are looking to grow assets over time through a mix of capital appreciation and current income intended to exceed the rate of inflation. Bottom-up fundamental research, a macroeconomic perspective and factor insights inform the construction of a global, multi-asset portfolio – using equity, fixed income and commodities – designed to deliver attractive real returns across various market environments and with lower overall volatility.

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The Multi-Asset Strategy is a global, diversified multi-asset strategy that seeks to grow assets over time through a mix of capital appreciation and current income that is intended to exceed the rate of inflation. The strategy applies a dynamic asset allocation, bottom-up fundamental research, a macroeconomic perspective and factor insights to construct a global, multi-asset portfolio designed to deliver attractive real returns across various market environments with lower volatility.

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Latest Insights
Binoculars on wooden pole by the sea against blue sky
Fixed Income

Fixed Income Investing: Macro Trends, Dislocation, and the Search for Yield

We dive into the state of fixed income investing, given that market dislocation is influencing macro trends and the perpetual search for yield.
Cropped shot of a thoughtful mature businessman looking at his business and analyzing the effect of inflation
Income

The Essential Role of Dividends in Retirement

Income-hungry investors should not overlook the importance of dividends, which have accounted for nearly half of the S&P 500's total return since 1900.
Financial stock exchange market display screen board on the street
Markets & Economy

Investing in Equities: Dividends, Earnings, and the Rise of International

With market dislocations influencing macro trends, we focus on the global equity markets and its many dimensions in an era of income-hungry and diversity-seeking investors.
Markets & Economy

The CPM Roundtable: Adventures in Global Equity

We discuss opportunities in global equity, including the importance of dividend income and diversification.
Illustrative Candlestick and line chart detail
Markets & Economy

Q&A: Brian McMahon, Matt Burdett, and Christian Hoffmann

Brian McMahon (Chief Investment Strategist), Matt Burdett (Head of Equities), and Christian Hoffmann, CFA (Head of Fixed Income), recently discussed their market, macro, and investing views.
Investor Insights: Tariffs, Stagflation, Housing, and the Fed
Markets & Economy

Investor Insights: Tariffs, Stagflation, Housing, and the Fed

As client portfolio managers, we have a unique perspective on what's top of mind for investors.