About Us

Our Principal Affiliates

Batterymarch Financial Management

Batterymarch, founded in 1969, has earned a reputation for innovation in search of opportunity. The firm was one of the first money managers to harness the power of the computer, using quantitative techniques to apply traditional fundamental principles to equity research and management. Batterymarch's products include US, global developed markets, emerging markets and hedged equity strategies.

Brandywine Global

Brandywine Global Investment Management, LLC was founded in 1986. The firm offers an array of equity, fixed income, and balanced portfolios that invest in the US, international, and global markets. Since its founding, the firm has pursued one investment approach, Value Investing, with the goal of providing excellent risk adjusted returns over full investment cycles and across global markets.

ClearBridge Investments

At ClearBridge Investments, all equity strategies start with the same fundamental principle: the key to long-term success is selecting high-quality companies through rigorous research and analysis. Driven by the insight and expertise of portfolio managers and analysts, ClearBridge's time-tested investment process has guided the firm throughout its 45-year history. Strengthened by advanced trading and risk management systems, ClearBridge's disciplined, methodical approach is designed to achieve top-tier performance for their clients over the long-term.

The Permal Group

The Permal Group, one of the oldest and largest alternative asset management firms, provides investment opportunities in directional and absolute return strategies across global financial markets. Permal offers access to independent investment managers worldwide through its multi-manager and single manager funds, separate accounts, and participation in structured products.

Royce & Associates

Royce & Associates, LLC, is one of the industry's most experienced and highly respected smaller-company investment managers. For more than 40 years, the firm has utilized a disciplined value approach, one that pays close attention to risk and maintains this discipline regardless of market environments or trends.

Western Asset Management

Western Asset Management is one of the world's leading fixed income managers providing investment services for a wide variety of global clients. By devoting all of its resources to fixed income, Western can provide a full commitment to clients of all types. The firm's focused approach over the long term has generated positive returns in a variety of products with varying risk disciplines.

Legg Mason Global Equities Group

The Legg Mason Global Equities Group is dedicated to the global equities asset class. Each pursues its own investment strategies but benefits from the global scale of Legg Mason to expand its reach and access to new client opportunities. The group includes Legg Mason Australian Equities and Legg Mason Poland.

Legg Mason Australian Equities

Legg Mason Australian Equities is an Australian asset management business with over 20 years investment management experience. The guiding investment philosophy of the firm is that in-depth research can generate superior long term investment performance. Legg Mason Australian Equities comprises an experienced and stable investment team with a strong mix of fundamental research, quantitative analysis and market expertise.

Legg Mason Poland

Legg Mason Towarzystwo Funduszy Inwestycyjnych S.A. (Legg Mason Investment Fund Company) was established in 1995 to specialize in professional management of traditional security portfolios for institutional clients - with a focus on investing in Polish securities (money market, bonds and equities).