Institutional Growth The firm manages over $43 billion in assets under management, signaling substantial scale and ongoing opportunities to offer expanded institutional investment solutions, customized risk management, and enhanced advisory capabilities to larger clients or fund-of-fund engagements.

Risk Focus Emphasis on risk-based asset management and liability risk specialists suggests a strong fit for sophisticated risk transfer, hedging, or custom liability-driven investing (LDI) solutions for endowments, pensions, and insurance clients seeking stable risk-adjusted returns.

Active Stakes Recent stake acquisitions in Atrion and Perrigo indicate a willingness to deploy capital into selective equities through direct investments, presenting a potential cross-sell of blended equity and alternative investment strategies or ancillary research services.

Awards & Validation A history of 6-Star Top Gun awards for the Core Plus Bond Strategy reinforces credibility in fixed income and risk-managed strategies, offering a talking point to pursue relationships with fixed income committees and retirement plan sponsors seeking proven performance.

Family Office Alignment As a wholly owned subsidiary of The Penn Mutual Life Insurance Company with a focus on risk and capital preservation, there may be collaboration opportunities leveraging the insurer parent’s distribution, product suites, and client base to co-create integrated asset and liability management solutions.