Investment Process

An Experienced Team Dedicated to Meeting Your Goals.

At Manning & Napier, our expertise is in investments, but our focus has always been on understanding the big picture so we can provide true solutions in today’s world. This focus on solutions rather than products has allowed us to build strong, longstanding relationships with clients and partners – relationships that are founded on trust and deepened through the experience of reaching goals together.

For more than 45 years our investment approach has been rooted in several core beliefs which focus on meeting client objectives.

A Team-Based
Approach

Our analysts and economists work together to understand investment opportunities from both a broad, macro level and a more detailed industry and company level.

A Focus on
Absolute Returns

A focus on price can help investors avoid permanent loss of capital and is aimed at maximizing absolute returns over the long-term.

An Active &
Flexible Process

As an active manager, we have the flexibility to pursue all opportunities – we are not beholden to any benchmark or predetermined regional, country, or sector allocation.


Market Cycle

Our Approach to Market Cycle Investing

While each market cycle is unique, in general a full market cycle includes periods of declines, recovery, and incremental growth. Having an active investment approach is key to managing risk as environments change. Our dynamic flexibility and focus on achieving our clients’ objectives mean that we are selective about opportunities and we adjust the portfolio in an effort to avoid areas of risk.


Manning & Napier Market Cycle