REAL ESTATE

U.S. Real Estate

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Our U.S. Real Estate Securities strategy seeks to maximize total return (income plus capital appreciation) through investing in a widely diversified portfolio of publicly traded real estate companies located in the United States.

Our investment process seeks to add value through a dynamic top-down asset allocation and a bottom-up security selection. It concentrates on regions/sectors we believe have the strongest fundamentals and companies believed to have the best risk-adjusted return potential.

Key facts
Inception:October 1984

 

Investors can participate in this strategy through a separate account vehicle, open-end fund, and income-focused closed-end fund.