Shane Johnston

Principal AM has divided their investment management operations into several unique boutiques. The equities boutiques render advice primarily for equity securities. They utilize internally generated fundamental research that focuses on bottom-up stock selection within a sophisticated comparative framework. The fixed income boutique renders advice primarily for debt securities. Their currency boutiques render advice for active and passive currency. Applying a fundamental-discretionary, macroeconomic theme-based investment approach to portfolio management, the strategies include absolute return as well as base currency hedging strategies.

Morley aims to design and construct capital preservation strategies to help investors achieve retirement and income goals. The firm’s dedication to the capital preservation marketplace is specifically focused on stable value and fixed income. They combine in-house active management with external sub-advisers to achieve a diversified portfolio with complementary sources of excess return. The firm generally overweight spread sectors, controlling risk exposure through the measured application of their macroeconomic outlook, relative value sector analysis and diligent fundamental analysis.

Morley aims to design and construct capital preservation strategies to help investors achieve retirement and income goals. The firm’s dedication to the capital preservation marketplace is specifically focused on stable value and fixed income. They combine in-house active management with external sub-advisers to achieve a diversified portfolio with complementary sources of excess return. The firm generally overweight spread sectors, controlling risk exposure through the measured application of their macroeconomic outlook, relative value sector analysis and diligent fundamental analysis.

Gartmore manages funds of 'Stable Value' assets, which maintain the same principal value regardless of fluctuations in the stock and bond markets. Originally known as Guaranteed Investment Contracts, these instruments include investment contracts issued by insurance companies, banks and other financial institutions. Stable value funds are actively managed, highly rated corporate bonds and structured securities, ABSs and CMOs wrapped to maintain book value. The funds also hold cash and cash equivalents.