Separately Managed Accounts
Core Equity – Unrestricted
Investment Objective
To maximize returns over the long-term through consistent participation in stocks and other equity instruments.
Investment Team
The portfolio is managed by a team of tenured research professionals who are responsible for evaluating bottom-up stock recommendations based on strategy fit and valuation measures as well as incorporating the firm’s market and economic overviews into oversight of total portfolio positioning.
Composition
At least 90% of the portfolio is invested in equities, to achieve stock market participation. Though the portfolio is comprised primarily of U.S. securities, we are also allowed to invest in non-U.S. securities.
90% - 100% Equities
Investment Process
For more than 50 years, a consistent, proprietary, bottom-up driven investment process has been employed to build diversified portfolios of individual securities. Manning & Napier’s equity analysts search the global investment universe for portfolio candidates that meet criteria for our one of our three proprietary stock selection strategies - Strategic Profile, Hurdle Rate, and Bankable Deal. Companies are evaluated using fundamental analysis to determine strategy fit, and strict pricing disciplines are used to establish buy and sell targets based on fair market value. When an analyst recommends a stock to the Core Team for inclusion in the portfolio, that portfolio management group determines whether to accept the recommendation, put it on the “firedrill” list, or reject it. Each holding is continuously monitored based on our strategy fit and valuation criteria, and the portfolio's overall risk exposures are regularly evaluated by the team.
Investment Objective
To maximize returns over the long-term through consistent participation in stocks and other equity instruments.
Investment Team
The portfolio is managed by a team of tenured research professionals who are responsible for evaluating bottom-up stock recommendations based on strategy fit and valuation measures as well as incorporating the firm’s market and economic overviews into oversight of total portfolio positioning.
Composition
At least 90% of the portfolio is invested in equities, to achieve stock market participation. Though the portfolio is comprised primarily of U.S. securities, we are also allowed to invest in non-U.S. securities.
90% - 100% Equities
Investment Process
For more than 50 years, a consistent, proprietary, bottom-up driven investment process has been employed to build diversified portfolios of individual securities. Manning & Napier’s equity analysts search the global investment universe for portfolio candidates that meet criteria for our one of our three proprietary stock selection strategies - Strategic Profile, Hurdle Rate, and Bankable Deal. Companies are evaluated using fundamental analysis to determine strategy fit, and strict pricing disciplines are used to establish buy and sell targets based on fair market value. When an analyst recommends a stock to the Core Team for inclusion in the portfolio, that portfolio management group determines whether to accept the recommendation, put it on the “firedrill” list, or reject it. Each holding is continuously monitored based on our strategy fit and valuation criteria, and the portfolio's overall risk exposures are regularly evaluated by the team.