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Who we are
Creating value responsibly
Our purpose is to create long-term value responsibly. In 1924, recognizing an inadequate financial system, we launched the first US open-end mutual fund to give everyday investors access to the markets. For 100 years, we have been driven by our conviction to always do what’s best for clients, staying true to our active investment approach, our core values and our collaborative culture. Today, we have a global investment platform that has been shaped by a century of putting clients first.
Acting with conviction
We believe our five core values are central to achieving our purpose and building more secure and prosperous futures for the millions of people and institutions who rely on us to reach their financial goals.
Core values
We collaborate across departments and regions, leveraging diverse perspectives to reach better outcomes.
We act with purpose and authenticity, stay true to our beliefs and have the courage to go against the grain.
We hold ourselves to high standards, assume accountability and believe intellectual curiosity is essential to strengthening our expertise.
We have an unwavering commitment to acting in the best interest of clients and showing respect and compassion for our community and each other.
We appreciate what makes each of us unique and promote a collaborative culture where everyone feels heard, valued and included.
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How we invest
Serving clients’ best interests
Because we take our responsibility as stewards of other people’s money seriously, serving our clients’ best interests has been the center of our active investment approach from the very beginning. Tested and refined for a century, our investing approach uncovers what we believe are the best opportunities in the market so we can put client assets to work responsibly. We do this by combining:
Since launching the first US open-end mutual fund in 1924, we have strengthened and diversified our investment platform and today offer fixed income, equity and quantitative solutions to financial advisors, intermediaries and institutional clients around the world.
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Creating a better world
Building a caring and inclusive culture
Corporate Citizenship and Sustainability
We have a unique privilege and responsibility to positively impact people’s futures, the communities in which we live and work and the world at large. We hold ourselves to the same standard as we hold the businesses owned in our portfolios, so that we can better serve our communities and the environment.
Diversity, Equity and Inclusion
DEI is foundational to the work we do as active managers and critical to our purpose. We believe operating from a place of inclusion is more than having a diverse workforce. It means welcoming the ideas of diverse thinkers and making our firm a place where every voice is valued and everyone can flourish, so that we can deliver the best long-term results for clients and thrive in the next century.
Creating value responsibly
Our purpose is to create long-term value responsibly. In 1924, recognizing an inadequate financial system, we launched the first US open-end mutual fund to give everyday investors access to the markets. For 100 years, we have been driven by our conviction to always do what’s best for clients, staying true to our active investment approach, our core values and our collaborative culture. Today, we have a global investment platform that has been shaped by a century of putting clients first.
Acting with conviction
We believe our five core values are central to achieving our purpose and building more secure and prosperous futures for the millions of people and institutions who rely on us to reach their financial goals.
Core values
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We collaborate across departments and regions, leveraging diverse perspectives to reach better outcomes. |
We act with purpose and authenticity, stay true to our beliefs and have the courage to go against the grain. |
We hold ourselves to high standards, assume accountability and believe intellectual curiosity is essential to strengthening our expertise. |
We have an unwavering commitment to acting in the best interest of clients and showing respect and compassion for our community and each other. |
We appreciate what makes each of us unique and promote a collaborative culture where everyone feels heard, valued and included. |
Serving clients’ best interests
Because we take our responsibility as stewards of other people’s money seriously, serving our clients’ best interests has been the center of our active investment approach from the very beginning. Tested and refined for a century, our investing approach uncovers what we believe are the best opportunities in the market so we can put client assets to work responsibly. We do this by combining:
Since launching the first US open-end mutual fund in 1924, we have strengthened and diversified our investment platform and today offer fixed income, equity and quantitative solutions to financial advisors, intermediaries and institutional clients around the world.
Building a caring and inclusive culture
Corporate Citizenship and Sustainability
We have a unique privilege and responsibility to positively impact people’s futures, the communities in which we live and work and the world at large. We hold ourselves to the same standard as we hold the businesses owned in our portfolios, so that we can better serve our communities and the environment.
Diversity, Equity and Inclusion
DEI is foundational to the work we do as active managers and critical to our purpose. We believe operating from a place of inclusion is more than having a diverse workforce. It means welcoming the ideas of diverse thinkers and making our firm a place where every voice is valued and everyone can flourish, so that we can deliver the best long-term results for clients and thrive in the next century.
