Investment Methodologies

Managing Portfolios Across the Full Spectrum of Asset-Classes

Our research analysts and fund portfolio management teams develop our asset class-specific strategies utilizing proprietary fundamental and quantitative methodologies. We directly manage the full-spectrum of traditional asset classes while seeking select institutional partners for specialty asset-class strategies.

Learn more about the four-dimensions of our investment methodology.

Equities

Our U.S. and International Equity strategies leveraging both quantitative and fundamental research methodologies

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High Dividend & Income

Our flagship equity income investment strategy

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Fixed Income

An introduction to our strategies within the fixed income asset class

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Alternative Investments

We provide institutional-quality alternatives for private client portfolios

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Rochdale Professionals

New York