John Phillips

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investment management asset management equities fixed income value equity international equity global equity large cap growth core equity focus growth small cap equity small mid cap equity high yield investment grade strategic credit clos high-quality businesses equity institutional clients advisory clients investment strategies active portfolio management research-driven framework small/mid cap equity short duration structured products bank loans core plus responsible investing socially responsible investing investment grade corporate bonds esg strategies client services institutional services wealth management trading strategies risk management compliance financial goals custom investment strategies diversity & inclusion client experience expertise leadership team investment professionals performance analysis asset growth investment consulting portfolio management financial advisory investment risk management investment operations market research fund management equity portfolio management fixed income strategies institutional investors high-net-worth individuals research-driven investment mutual funds client-centric approach long-term financial goals employee ownership diverse investment strategies global reach disciplined investment process community engagement high-quality companies bottom-up stock selection integrated platform independent investment advisors sustainable performance client-advisor relationships professional growth financial services financial consulting consulting management consulting