Portfolio Management

for Institutions

Our client roster represents a variety of institutional clients, including Taft-Hartley Plans, public funds, endowments, foundations and corporate pension plans.

 

Portfolio management services are offered in Large Cap Core Equity, Large Cap Growth Equity, Large Cap Value Equity and Alternative Fixed Income.

Learn more by selecting a product

Large Cap Core

The Dearborn Partners’ Large Cap Core product applies fundamental business and macroeconomic analyses to U.S.-traded securities with a market capitalization greater than $5 billion. Companies are screened for balance sheet strength, free cash flow generation, improving returns on capital, and shareholder value creation. The resulting portfolio typically holds between 25-35 securities.

Large Cap Growth

The Dearborn Partners’ Large Cap Growth product applies fundamental business, macroeconomic, and technical analyses to U.S.-traded securities with a market capitalization greater than $5 billion. Companies are screened for above-industry growth rates in sales and earnings, balance sheet strength, and shareholder value creation. The resulting portfolio typically holds between 35 – 45 securities.

Large Cap Value

The Dearborn Partners’ Large Cap Value product applies a fundamental, bottom-up stock selection process to U.S.-traded securities with a market capitalization greater than $5 billion. Companies are screened for strong and sustainable returns on invested capital, consistent free cash flow generation, balance sheet strength, and shareholder value creation. The resulting portfolio is monitored for valuation opportunities, with the final portfolio typically holding between 20 – 30 securities.

Rena Pedersen

Institutional Client Service
RPedersen@dearpart.com
312-795-1000

Holly Fruland

Institutional Client Service
HFruland@dearpart.com
312-795-1000

Calvin J. Pedersen, CFA

Managing Director
CPedersen@dearpart.com