At MacKay Shields, we believe solid performance is the result of both a consistent investment process and the interaction of its focused portfolio management teams. The firm offers a diversified roster of actively managed styles and its investment teams cover the equity, balanced, fixed income, and international spectrum. Each portfolio management team makes, and is completely accountable for, all decisions about security selection, weightings, and sector allocation. The team regularly monitors adherence to investment strategy and guidelines, which ensures consistent and equal treatment for all portfolios with similar objectives. Regular communication among portfolio managers means that no client is dependent on a single individual.

All of the MacKay Shields portfolio management teams believe that a well-defined investment process—combining fundamental analysis with proven disciplines—is the best way to achieve superior performance. For each investment style, a distinct process has been developed and has been tested repeatedly by market conditions. Client portfolios with similar objectives receive equal and consistent management.

Each portfolio is designed to achieve a specific investment objective with competitive performance. While the financial markets may move through various cycles, MacKay Shields continues to adhere to its strict investment approach and team-specific focus. This allows for portfolios that are best positioned to take advantage of long-term market movements, while at the same time avoid style drift.