Join Matt Orton, CFA, Head of Advisory Solutions and Market Strategy, on Wednesday, June 7 as he moderates a panel exploring the universe of the smaller capitalization companies and the opportunities they offer in a shifting economic environment. Joining Matt will be portfolio managers Matt McGeary, CFA, of Eagle Asset Management; Tim Miller, CFA, of Scout Investments; and Ryan Harkins, CFA, of Chartwell Investment Partners.Register Now
For the third consecutive year, the Carillon Family of Funds is named 2023 U.S. Refinitiv Lipper Fund Awards Best Fixed Income Small Fund Family Group, as of 11/30/22.
The Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. Small fund family groups are eligible for the award if they have at least three distinct portfolios in one of the asset classes – equity, bond or mixed-asset. The lowest average decile rank of the three years’ Consistent Return measure of the eligible funds per asset class and group will determine the asset class group award winner over the three-year period. Expense waivers had a material effect on the returns, ratings and rankings of both funds which would have been lower absent waivers. Past performance is not indicative of future results. Strong ratings are not indicative of future positive fund performance.Learn More
Timely discussions that cut through the noise and focus on the forces driving the markets.Listen Now
Read weekly insights for investors in a shifting market environment.Learn More
Carillon Tower Advisers and its affiliates believe investor interests are best served by allocating capital to organizations that generate long-term value for all constituents. Learn more about our longstanding commitment to sustainable investing and our capabilities for investors seeking Environmental, Social, and Governance (ESG) and Socially Responsible strategies.Learn More
Raymond James Investment Management strives to be a trusted partner to help you and your clients achieve their long-term financial goals.Read More
Our seasoned executives provide business support that allows talented investment teams to focus on what they do best.Read More
Raymond James Investment Management offers the strength of diversity, with innovative investment solutions from our affiliate partners.Read More
Raymond James Investment Management provides access to some of the most highly regarded investment teams in the industry.
We believe that actively managed strategies with high conviction and lower turnover will generate a consistent pattern of portfolio returns over the long term. Our portfolio managers take a long-term perspective with their investments, maintain focused portfolios, and strive for increased active share of their holdings to deliver attractive investment performance.Read More
ClariVest Asset Management's universally applied investment philosophy is based on capturing the return potential created as investors react inefficiently to significant shifts in a company’s fundamental growth cycle. Portfolio managers work as a cohesive team to manage strategies across geographies and the market-cap spectrum.Read More
Cougar Global Investments, is a globally-oriented macro asset-class portfolio manager that uses a disciplined portfolio-construction methodology which combines macroeconomic analysis with downside-risk management. Cougar Global’s guiding belief is that the goal of investing is to generate consistent compound growth, primarily achieved by seeking to minimize loss.Read More
Eagle Asset Management, provides a broad array of fundamental equity and fixed-income strategies designed to meet the long-term goals of institutional and individual investors. Eagle’s multiple independent investment teams have the autonomy to pursue investment decisions guided by their individual philosophies and strategies.Read More
Reams Asset Management (Scout's fixed-income division) believes volatility is a key performance driver in the fixed-income market, is usually higher than perceived, and is often mispriced.Read More
Scout's equity investment teams employ distinct investment philosophies and processes to pursue long-term capital appreciation objectives that are consistent with client goals. Our thoughtful approach to asset management extends to how we cultivate client relationships and to how we distribute strategies via separate accounts, commingled funds and mutual funds.Read More