Madison’s managed accounts are designed to protect capital and participate in market appreciation, goals facilitated through our risk- and quality-conscious active management.
This approach has resulted in a spectrum of high-conviction, conservative portfolios characterized by low turnover, a focus on risk-adjusted returns and downside protection.
The composition of each of our investment vehicles is unique, but the holdings within each strategy share common characteristics.
Our equity portfolio managers back companies that have a wide competitive moat, attractive valuations and a management team in place whose goals are aligned with the best interests of their shareholders.
Our fixed income portfolios typically hold diversified positions of high-quality bonds, which allows us to actively manage interest rate and sector risk.
“Madison” and/or “Madison Investments” is the unifying tradename of Madison Investment Holdings, Inc., Madison Asset Management, LLC, and Madison Investment Advisors, LLC, which also includes the Madison Scottsdale office. Madison Funds are distributed by MFD Distributor, LLC. Madison is registered as an investment adviser with the U.S. Securities and Exchange Commission. MFD Distributor, LLC is registered with the U.S. Securities and Exchange Commission as a broker-dealer, and is a member firm of the Financial Industry Regulatory Authority.
Madison Investments shares all personnel and resources at their Madison, Wisconsin location. Statistical data is for the consolidated Madison organization. The Madison organization consists of its holding company, Madison Investment Holdings, Inc. and its affiliates: Madison Asset Management, LLC; Madison Investment Advisors, LLC; and Hansberger Growth Investors, LP. Asset information presented includes non-discretionary assets. Refer to each entity’s Disclosure Brochure for more information.