Our site uses cookies to improve your experience. By continuing, you agree to the use of cookies and our privacy policy.
Distinctively Active
We believe active investment management that is deliberate and distinguishable will better position investment portfolios to meet long-term goals. We advocate robust portfolio construction focusing on highly active, concentrated and high conviction portfolios. Our rigorous, integrated approach is designed to identify and partner with institutional asset managers whose expertise and disciplined approaches are typically not accessible to the average investor.
Active Share was developed to quantify the degree of active management. Learn how it measures the fraction of a fund's portfolio that differs from the benchmark index.
Jeff Timlin, CFA of Sage Advisory, sub-advisor to the Touchstone Core Municipal Bond Fund, discusses challenges in the municipal marketplace and the opportunities that have arisen.
Can deliberate and distinguishable active management better position portfolios to meet long-term goals? Touchstone thinks it can. We believe that Distinctively Active management must exhibit qualities that, according to research, are associated with potential benchmark outperformance.
Our guest today is Art DeGaetano, CIO and Founder of Bramshill Investments. Mary Mock talks with Art about his career journey as well as his investment philosophy at Bramshill.
Art DeGaetano of Bramshill Investments, LLC, sub-advisor to the Touchstone Flexible Income Fund, discusses where the portfolio has been seeking relative value and how it is being positioned looking forward.
Art DeGaetano of Bramshill Investments, LLC, sub-advisor to the Touchstone Flexible Income Fund, discusses factors currently influencing interest rate movements and shares his perspective on the risks that may accompany higher rates.
Our guest today is Chris Mathewson of Ares Management. Chris is a partner and portfolio manager of U.S. Liquid Credit in the Ares Credit Group, where he is primarily responsible for managing Ares' U.S. high yield credit strategies. We're talking with Chris today about his personal career journey, as well as what gives Ares its investment edge.
Steve is the founder of The London Company and heads the firm's investment management teams. Steve and Brian are portfolio managers of the Touchstone Mid Cap Fund, the Touchstone Large Cap Fund and the Touchstone Small Cap Fund. They'll be discussing The London Company's investment strategy, as well as their personal backgrounds and career trajectories.
Our guest, Will Muggia is CEO and CIO of Westfield Capital Management, a growth equity asset management boutique based in Boston. As the lone capitalist in a family of medical practitioners, Will Muggia discusses how he got his start in the business and shares Westfield’s “Growth At A Reasonable Price” philosophy.
Listen in to better understand the Three Pillars of active management through discussion with Martijn Cremers, Martijn J. Gillen Dean and Bernard J. Hank Professor of Finance, at the University of Notre Dame’s, Mendoza College of Business. He covers common pitfalls when applying active share and rounds out the conversation with important considerations when it comes to the hot topic of expenses.
The approach utilized for the Touchstone Balanced Fund seeks to overcome shortcomings associated with traditional balanced stock/bond portfolios while adding value through active management. Fort Washington Investment Advisors, Inc. the Fund’s sub-advisor discusses two proprietary tools designed to address this.
Tim Paulin of Touchstone speaks with Martijn Cremers, one of the thought leaders responsible for introducing the now widely recognized measure of active management called active share.
Bramshill Investments, LLC, Sub Advisor to the Touchstone Flexible Income Fund
As interest rates world-wide remain near all-time lows, income investors have reason to look beyond their usual areas of market concentration. Bramshill makes a case for U.S. preferred securities.
Millennials are an increasingly prominent force in investing, and an increasingly popular active investment strategy — focused on advancing social good — resonates with their generation.
Investors don’t have to search long to find articles touting the rapid growth of "passive" index funds over the past couple of decades, usually accompanied by an indictment of active management as a whole. While the rise of indexing is factual, the indictment of active investment management could benefit from context.
Distinctively Active
0
Loading
at
is typing...
Ready to Continue?
You have clicked a link to access information on an external website, so you will be leaving westernsouthern.com.
When you select a link to an external website, you are subject to the privacy, copyright, security, and information quality policies of that website. The Western & Southern Financial Group:
DOES NOT control or guarantee the accuracy, legality, relevance, timeliness, or completeness of information contained on a linked website;
DOES NOT endorse linked websites, the views they express, or the products/services they offer;
CANNOT authorize the use of copyrighted materials contained in linked websites;
IS NOT responsible for transmissions users receive from linked websites;
DOES NOT guarantee that outside websites comply with the accessibility requirements of Americans with Disabilities Act.
