Todd Keating

Rittenhouse Asset Management actively manages equity, balanced and fixed-income portfolios concentrating on high quality, large-cap growth stocks and high-grade, intermediate-term bonds. Rittenhouse's Large-Cap Growth strategy focuses on large-cap companies with sustainable earnings growth, industry leadership, financial strength and proven management teams. They utilize a collaborative, team-oriented approach to stock selection and portfolio construction. Portfolio managers and research analysts perform disciplined, rigorous bottom-up fundamental research, seeking investment opportunities likely to deliver earnings growth and price appreciation over time. Stocks are monitored for changes to their risk-reward profiles and new investment opportunities. Portfolios are invested 95% or more in equities and contain 30 to 50 companies diversified by both sector and industry. The benchmark is the Russell 1000 Growth and the S&P 500. Rittenhouse's Large-Cap Balanced portfolio combines their growth equity discipline with a selection of quality fixed-income securities to provide further risk management. Their fixed-income research process determines their economic outlook and interest rate expectations and positions the portfolio accordingly with respect to average maturity and duration. Balanced portfolios generally maintain a 65 to 75 percent weighting in equities, including 30 to 50 companies diversified by sector and industry and high-quality, short- to intermediate-term bonds with maturities limited to 10 years. Benchmarks used include 65% Russell 1000 Growth/35% Lehman Brothers Government/Credit Intermediate Bond and 65% S&P 500/35% Lehman Brothers Government/Credit Intermediate Bond.

Functions as a College/University

Functions as a College/University