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Our multimanager approach: 60 portfolio teams across 24 elite firms

$184.6 billion assets under management. All logos are the property of their respective owners. As of 9/30/21.

Our latest Market Intelligence is now available

See our network's most compelling investment ideas and updated 12- to 18-month outlook

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Individual investors

Monitor your portfolios and learn more about investing fundamentals.

Individual investor resources

Financial professionals

Explore new funds and see what’s moving markets.

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Consultants and analysts

Model custom portfolios and explore fund data.

Consultant and analyst resources

RIAs/bank trusts

Build your business and help keep clients informed.

RIA/bank trust resources

Retirement specialists

Discover the latest trends in retirement planning and products.

Retirement specialist resources

U.S. stocks flirt with correction territory

U.S. stocks have had a tough first few weeks of 2022, at one point down nearly 10%. We discuss why we believe fundamentals remain a tailwind for equities and what the implications are for portfolio construction.

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