Madison’s Large Cap strategy seeks to provide superior long-term returns while assuming lower-than-average risk. To achieve this goal, we employ a disciplined valuation process and intensive fundamental research. Our high-conviction portfolios consist of investments in well managed, high-quality companies that exhibit sustainable competitive advantages, prudent financial leverage and durable growth characteristics.
We assign a confidence ranking to each stock to assist us with position sizing and in making trim and sell decisions. Our portfolio construction process contemplates the confidence ranking, the valuation potential of the stock, and a thorough analysis of risk factors. Our process allows portfolio managers to act decisively and with conviction. The execution of our strategy results in a concentrated, low-turnover portfolio whose high active share reflects our willingness to stand apart from market indices.
Concentrated portfolio of 25-40 holdings in primarily large-cap companies. Seeks to deliver long-term outperformance with less volatility than the benchmark.
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“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.