Jay Rosenberg

Operates as a real estate investment trust which owns, manages, acquires and develops apartment communities

Securian AM believes a bottom-up, fundamental research process and focus on preservation of capital are the most effective ways to create the foundation for consistent, reliable and long-term results. The foundation of the methods of analysis for the firm strategies is based on proprietary research generated by our internal research team.

Sit Investment manages domestic and international equity securities. Their equity investment approach focuses on investments in growth-oriented companies that have the potential to increase earnings at a faster rate than the representative economy and market index. The overall investment philosophy of the firm is to create positive returns over complete economic cycles, avoiding excessive volatility and taking into consideration historical and future inflation rates. Sit Investment employs a top-down and bottom-up analysis approach in formulating investment strategy and evaluating industry sectors, individual companies, and overall markets.

USBAM’s investment process strives to preserve principal, maintain liquidity, manage risk to client parameters, and produce returns commensurate with client goals. The firm primarily utilizes fundamental analysis in managing client assets. They focus on taxable and tax-exempt high-quality fixed income securities with investment objectives of safety, liquidity, diversification and yield.

Acts as Closed-End Investment Fund/Investment Trust

Functions as a College/University

Functions as a College/University

NAM provides its services across a broad array of fixed income, equity and other investment strategies, including in the broad categories of municipal bonds, taxable fixed income, global and international, value, growth and core, public real assets, asset allocation, quantitative/enhanced, alternative and customized strategies. Depending on the strategy, the firm invests in a variety of securities and other investments, including in certain cases derivatives, and employs various methods of analysis and investment techniques.