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Duff & Phelps Investment Management Co. is committed to achieving superior risk-adjusted performance in large-cap equity, core fixed-income and real estate investment trusts (REITs) through active management, in-depth, fundamental research and value-added economic overviews.
Duff & Phelps was founded more than 70 years ago as an investment research firm. It expanded into institutional money management and introduced investment products for individuals in 1979. Today, it is one of the oldest investment managers and has been a wholly owned subsidiary of Virtus Investment Partners since 1995. |
Investment Professionals
Nathan Partain, CFA
President and CIO Dave Krause, CFA
Senior Portfolio Manager Frank Haggerty, CFA
Senior Portfolio Manager Brooks Beittel, CFA
Senior Portfolio Manager
Geoffrey Dybas, CFA
Senior Portfolio Manager Randle Smith, CFA
Senior Portfolio Manager Connie Luecke, CFA
Senior Portfolio Manager | |
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Kayne Anderson Rudnick Investment Management, LLC (KAR) is a registered investment adviser based in Los Angeles, California. The KAR investment philosophy is that strong risk-adjusted returns can be achieved through investment in high-quality companies purchased at reasonable prices. KAR's investment strategy is to build a portfolio of companies that have strong, consistent growth with low business and financial risk. They hold these companies over the long term, convinced that the investment returns of the portfolio will mirror the financial results of these companies.
The research process develops independent conviction about the sustainability of a company's competitive advantage, the management's commitment to shareholders, and its expected return. Detailed fundamental research assesses the company's qualitative industry and business positions, its financial strength, and its valuation propositions. The firm was founded in 1984 by two successful entrepreneurs, Richard Kayne and John Anderson, for whom the University of California, Los Angeles, named its business management school, The Anderson School at UCLA, to manage the funds of its principals and clients through non-traditional investment partnerships. The traditional investment management business conducted by KAR began in 1989 when Allan Rudnick joined the firm. |
Investment Professionals
Robert A. Schwarzkopf, CFA
Chief Investment Officer and Portfolio Manager Kimberly C. Friedricks
Director of Fixed Income Jon K. Christensen, CFA
Portfolio Manager and Senior Research Analyst Julie Kutasov, CPA
Portfolio Manager and Senior Research Analyst Craig Thrasher, CFA
Research Analyst Richard Sherry, CFA
Portfolio Manager and Senior Research Analyst Todd Beiley, CFA
Portfolio Manager and Senior Research Analyst Craig Stone
Portfolio Manager and Senior Research Analyst Greg Toppe, CFA
Research Analyst Brian Elliott
Chief Marketing Officer Aaron Reed
Senior Portfolio Adviser Steven Weyland
Senior Portfolio Adviser
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Our approach is value oriented, utilizing fundamental financial research with the objective of enhancing returns and minimizing risk.
A broad spectrum of fixed income instruments, including U.S. Treasuries, Mortgage Backed Securities, High Grade and High Yield corporate bonds, are combined with the objective of producing competitive investment returns. For clients that permit them, interest rate futures and credit default swaps are used to augment the investment process. |
Investment Professionals
Robert Bishop, CFA
Fixed Income CIO and Portfolio Manager Douglas Couden, CFA
Senior Portfolio Manager and Director of Equity Kaushik Saha
Portfolio Manager Maxwell Bublitz, CFA
Chief Strategist and Portfolio Manager Warren H. Goodrich, CFA
Director of Research, Fixed Income Analyst
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