updates and news

Madison Investments Named One of the Best Places to Work in Money Management for Second Consecutive Year

Madison Investments has been recognized as one of the 2023 Best Places to Work in Money Management, as announced today by Pensions & Investments.

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Madison Investments Celebrates 50 Years with Ownership Transition to Employees December 1, 2023

MADISON, Wisconsin – Madison Investments Holdings Inc (“Madison Investments”), an independently-held investment management firm known for its expertise in actively managed, high-quality portfolios, celebrates 50 years in business under new majority ownership: its employees.

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Madison Investments Announces Ownership Transfer to Employees

Change in control reinforces commitment to independence and long-term focus.

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Madison Investments Debuts Actively-Managed ETF Suite with Launch of Madison Dividend Value ETF (DIVL)

DIVL Ushers in New Era of Actively-Managed, Income-Oriented Solutions

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Haruki Toyama appears on Animal Spirits Podcast

Portfolio Manager and Head of Mid and Large Cap Equity, Haruki Toyama, joined the Animal Spirits podcast to share his perspective on inflation and consumer spending trends, how companies remain competitive in this environment, and how investors can keep a long-term outlook despite current volatility.

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Ray Di Bernardo appears on Animal Spirits Podcast

Portfolio Manager Ray Di Bernardo joined the Animal Spirits Podcast to discuss the covered call investment style and Madison’s approach to building an equity income portfolio that minimizes risk.

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A Statement from Madison on the Crisis in Ukraine

March 4, 2022 – Like the rest of the world, Madison Investments is shocked and saddened by the events that have unfolded in Eastern Europe. We want everyone to know we fully support the great people of Ukraine. During these volatile times, we will continue to focus on the investment implications of this unprovoked attack and remain accessible to our clients and partners.

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Madison Investments adds Matthew Goetzinger as a Sr. Analyst on its U.S. Equity Team

March 1, 2022 – Madison Investments is pleased to welcome Matthew Goetzinger, CFA® as a Senior Analyst on the firm’s U.S. Equity Team. Like other Madison U.S. Equity Team analysts, Matthew will be a generalist with the freedom to research stocks across sectors.

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“Madison” and/or “Madison Investments” is the unifying tradename of Madison Investment Holdings, Inc., Madison Asset Management, LLC (“MAM”), and Madison Investment Advisors, LLC (“MIA”). MAM and MIA are registered as investment advisers with the U.S. Securities and Exchange Commission. Madison Funds are distributed by MFD Distributor, LLC. MFD Distributor, LLC is registered with the U.S. Securities and Exchange Commission as a broker-dealer and is a member firm of the Financial Industry Regulatory Authority. The home office for each firm listed above is 550 Science Drive, Madison, WI 53711. Madison’s toll-free number is 800-767-0300.

Any performance data shown represents past performance. Past performance is no guarantee of future results.

Non-deposit investment products are not federally insured, involve investment risk, may lose value and are not obligations of, or guaranteed by, any financial institution. Investment returns and principal value will fluctuate.

This website is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security.

Consider the investment objectives, risks, and charges and expenses of Madison Funds carefully before investing. Each fund's prospectus contains this and other information about the fund. Call 800.877.6089 or visit madisonfunds.com to obtain a prospectus and read it carefully before investing.