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Passive management is an investing strategy that tracks a market-weighted index or portfolio. Passive management is most common on the equity market, where index funds track a stock market index, but it is becoming more common in other investment types, including bonds, commodities and hedge funds.
A mutual fund is an investment fund that pools money from many investors to purchase securities. The term is typically used in the United States, Canada, and India, while similar structures across the globe include the SICAV in Europe, and the open-ended investment company (OEIC) in the UK.
An exchange-traded fund (ETF) is a type of investment fund that is also an exchange-traded product, i.e., it is traded on stock exchanges. ETFs own financial assets such as stocks, bonds, currencies, debts, futures contracts, and/or commodities such as gold bars. Many ETFs provide some level of diversification compared to owning an individual stock.
Franklin Resources, Inc. is an American multinational holding company that, together with its subsidiaries, is referred to as Franklin Templeton; it is a global investment firm founded in New York City in 1947 as Franklin Distributors, Inc. It is listed on the New York Stock Exchange under the ticker symbol BEN, in honor of Benjamin Franklin, for whom the company is named, and who was admired by founder Rupert Johnson Sr. In 1973, the company's headquarters moved from New York to San Mateo, California.
Market timing is the strategy of making buying or selling decisions of financial assets by attempting to predict future market price movements. The prediction may be based on an outlook of market or economic conditions resulting from technical or fundamental analysis. This is an investment strategy based on the outlook for an aggregate market rather than for a particular financial asset.
Active management is an approach to investing. In an actively managed portfolio of investments, the investor selects the investments that make up the portfolio. Active management is often compared to passive management or index investing.
Style investing is an investment approach in which securities are grouped into categories, and portfolio allocation is based on selection among "styles" rather than among individual securities.
Dodge & Cox is an American mutual fund company, founded in 1930 by Van Duyn Dodge and E. Morris Cox, that provides professional investment management services.
Wellington Management Company is a private, independent investment management firm with client assets under management totaling over US$1 trillion based in Boston, Massachusetts, United States.
An alternative investment, also known as an alternative asset or alternative investment fund (AIF), is an investment in any asset class excluding capital stocks, bonds, and cash.
PGIM, Inc. (PGIM), formerly known as Prudential Investment Management, functions as the asset management arm of Prudential Financial, an American life insurance company.
Highland Capital Management is an alternative investment management firm that manages hedge funds, structured investment vehicles and mutual funds. The firm invests in global public equities, as well as fixed income markets with a focus on leveraged loans, high yield bonds, and structured products.
Virtus Investment Partners, Inc. operates a multi-manager asset management business, comprising a number of individual affiliated managers, each having its own investment process and brand, and the services of unaffiliated sub advisers.
Lord, Abbett & Co. LLC is an independent, privately-held investment management company headquartered in Jersey City, New Jersey. Lord Abbett has offices in Jersey City, Dubai, Dublin, London, Montevideo, Singapore, Tokyo, and Zurich.
Harris Associates L.P. is a Chicago-based investment company that has $108 billion under management as of March 31, 2024. Harris manages long-only U.S. equity, international equity, and global equity strategies which are offered through its mutual fund company, the Oakmark Funds, and other types of vehicles. Harris is wholly owned by Natixis Investment Managers, an American-French financial services firm that is principally owned by BPCE. Harris Associates retains full control of investment decisions, investment philosophy, and day-to-day operations.
Amundi is a French asset management company. With €2 trillion of assets under management (AUM) at the end of 2021, it is the largest asset manager in Europe and one of the 10 biggest investment managers in the world.
Brinson Partners was an asset management firm focused on providing access for U.S. institutions to global markets. The firm was founded by noted investor Gary P. Brinson in the 1980s and established as an independent firm in 1989. Brinson was acquired by Swiss Bank Corporation in 1994 and became the core of the Swiss bank's asset management business in the U.S.
Southeastern Asset Management is an American employee-owned, global investment management firm founded in 1975 by O. Mason Hawkins and the investment advisor to the Longleaf Partners Funds, a suite of mutual funds and UCITS funds. Southeastern has approximately 60 employees worldwide, as of December 2013, and is headquartered in Memphis, Tennessee, with additional offices in London, England; Singapore; and Sydney, Australia. As of December 2013, the firm had $35 billion in assets under management.
Style drift occurs when a mutual fund's actual and declared investment style differs. A mutual fund’s declared investment style can be found in the fund prospectus which investors commonly rely upon to aid their investment decisions. For most investors, they assumed that mutual fund managers will invest according to the advertised guidelines, this is however, not the case for a fund with style drift. Style drift is commonplace in today’s mutual fund industry, making no distinction between developed and developing markets according to studies in the United States by Brown and Goetzmann (1997) and in China as reported in Sina Finance.
Thornburg Investment Management is a US-based private, independent investment management company. As of January 2020, it had assets under management and advisement totaling over US$ 46 billion. It was founded in 1982 by Garrett Thornburg and is headquartered in Santa Fe, New Mexico with additional offices in London, Hong Kong, and Shanghai.
References
- 1 2 "O. MASON HAWKINS". Tiger 21. Retrieved May 15, 2014.
- 1 2 "Mason Hawkins Resource Page". Value Walk. Retrieved May 16, 2014.
- 1 2 "Longleaf Partners Funds". Longleaf Partners Funds. Retrieved May 15, 2014.
- 1 2 "SOUTHEASTERN ASSET MANAGEMENT INC". Whale Wisdom. March 31, 2014.
- ↑ "Mason Hawkins Bio, Returns, Net Worth". Insider Monkey. Retrieved May 18, 2014.
- ↑ "Southeastern Asset Management, Inc". The Conference Board, Inc. September 30, 2009.
- ↑ "Otis Mason Hawkins CFA". Bloomberg Businessweek. Archived from the original on May 20, 2014. Retrieved May 17, 2014.
- ↑ GuruFocus (May 15, 2013). "Mason Hawkins Increases Holdings in 5 Stocks". NASDAQ.
- ↑ "O. Mason Hawkins". Morningstar, Inc. Retrieved May 17, 2014.
- ↑ "Longleaf's Hawkins Wins Lifetime Achievement Award". Institutional Investor. January 11, 2005. Archived from the original on September 24, 2015. Retrieved May 20, 2014.
- 1 2 "FCBE Events". University of Memphis. October 4, 2012. Archived from the original on May 21, 2014. Retrieved May 20, 2014.
- ↑ "Nonprofit Awards for Excellence: Equity Manager of the Year" (PDF). Institutional Investor. November 2007.