Manning & Napier Funds(7)
Focused on Business and Cash Flow Drivers
Manning & Napier Real Estate Series Fund
US> Large-Cap > Core
Mar 25, 2019
Well-positioned real estate can be a reliable cash-generating asset that ensures predictability over a period of time. Michael Magiera, portfolio manager of the Manning & Napier Real Estate Series Fund, focuses on understanding the long-term, free cash-flow generating capabilities of investments, their quality and valuations. The fund assesses the entire spectrum of real estate to find the right opportunities for earning risk-adjusted returns.
Values in Real Estate
Manning & Napier Real Estate Series
US> Large-Cap > Core
Apr 02, 2013
Real estate is attractive to investors because it generates a predictable income stream and oftentimes comes with an element of growth. However, real estate prices are cyclical, and sometimes more so than other sectors in the market. With a core set of disciplines, Michael J. Magiera and his team create a portfolio of quality companies that meet strict valuation criteria.
Positive Fundamental Change
Rainier International Discovery Fund
Global> Natural Resources-Materials > NA
Mar 07, 2013
As growth rates for economies around the world continue to outpace the U.S. economy, Henrik Strabo and his team of analysts follow a disciplined process to uncover small cap companies that are undergoing positive fundamental changes that they believe will lead to long-term earnings growth.
Prepared Through Analysis
Manning & Napier Equity Fund
US> Large-Cap > Growth
Oct 08, 2009
The long term investment strategy at Manning & Napier Equity Series Fund is focused on one company at a time. The fund looks for opportunties across the spectrum of market capitalization based on three strategies that evaluates durability of future growth, historical returns and valuation catalyst.
Life Cycle Investing Strategies
Manning & Napier Pro-Blend Conservative Term Fund
Global> Precious Metals-Minerals > NA
Jul 09, 2009
Life cycle investing allows not only to set clear return goals but also to rebalance a portfolio at the most appropriate rate. Manning & Napier utilizes a team approach and extensive research to provide investors in the Pro-Blend Conservative Term Series with absolute returns while minimizing risk through active asset allocation.
Condition-Based Investing
Manning & Napier Small Cap Fund
US> Real Estate > NA
Dec 11, 2006
Manning & Napier Advisors has full confidence in its strategies as the firm has applied them for over 30 years across all investment products. Its small-cap fund relies on three separate frameworks to select stocks that can provide growth, deep value, or cyclical value. According to one of its managers, Jeff Tyburski, the key is the bottom-up approach, the consistency, and the risk control embedded in every step of the process, even in the analysts’ incentives.
Finding Sustainable and Superior Dividend Yielders
Manning & Napier Disciplined Value Series Fund
> NA > NA
Jun 06, 2018
Valuations matter because they drive returns in the long term, according to Christopher Petrosino, portfolio manager of the Manning & Napier Disciplined Value Series Fund. With a systematic approach, the fund invests in companies with above-average dividend yield that are sustainable, with attractive free cash flow yield and low estimated risk of financial distress. These characteristics not only drive performance, but also mitigate downside risks.