At Johnson Asset Management, our portfolio managers and dedicated research analysts work as a team to promote a consistent and disciplined portfolio construction process within each of our strategies. This team-based approach informs how we formulate fixed income and equity portfolio management, and ensures that every client relationship benefits from the rich experience of our people and our academic heritage.
Fixed Income Strategies
| Strategy | Inception Date | Portfolio Managers | Key Documents | Offered In |
|---|---|---|---|---|
| Short Duration | 01/01/1994 | |||
| Intermediate | 01/01/1994 | |||
| Core | 01/01/1994 | |||
| Core Plus | 01/01/2017 | |||
| Municipal Income | 05/16/1994 |
|
Equity Strategies
| Strategy | Inception Date | Portfolio Managers | Key Documents | Offered In |
|---|---|---|---|---|
| Enhanced Index | 12/30/2005 | |||
| SMID Cap Core | 01/01/2013 | |||
| Equity Income | 01/01/2004 |
Fixed Income
We implement our proprietary Quality Yield investment approach across our suite of duration mandates with the objective of outperforming the market while maintaining a focus on downside risk management and comparable volatility.
Equity
Johnson Asset Management offers both enhanced return index capabilities and active equity solutions. We implement a repeatable and disciplined process that seeks to optimize return per unit of risk.
Mutual Funds
Johnson Asset Management’s Fixed Income and Equity solutions are accessible through our competitively priced mutual funds, which we have been providing institutional clients since 2000.