Premier global asset management organization offering a broad range of investment solutions across equity, fixed income, and multi-asset capabilities to clients worldwide.
1937
Publicly traded
Moderate risk tolerance, leveraging active management and strategic investing to manage risks and opportunities effectively.
Baltimore, Md, United States
About
Mission
Our mission is to help clients achieve their long-term financial goals through rigorous research and a culture of integrity. We prioritize active, independent investing and aim to deliver consistent long-term performance.
Values
Integrity, collaboration, curiosity, diversity, and commitment to client success.
Participant Demographics
Serving individual investors, advisors, institutions, and retirement plan sponsors in 55 countries.
Track Record
Team Experience
Over 800 investment professionals globally, with more than 550 dedicated to field research.
Notable Achievements
Consistent outperformance of actively managed funds over passive peers; AUM growth to $1.63 trillion.
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Baltimore, Md, United States
Legal & Compliance
SEC-registered
No major violations disclosed.
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