updates and news
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.
Read MoreA 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.
Read MoreMadison 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.
Read MoreMadison Investments Welcomes Tom Nolte to Madison Institutional Business Group
Madison Investments is pleased to welcome industry veteran Tom Nolte to its Institutional business development team.
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Equity Market Performance | YTD December 31, 2021
Quarterly market charts summarizing Equity Market Performance by sector and asset classes for the year 2021.
Read MoreFixed Income & Commodity Market Performance | YTD December 31, 2021
Quarterly market charts summarizing Fixed Income & Commodity Markets during 2021.
Read MoreMadison Investments Launches Sustainable Equity Fund
Madison, WI – Madison Investments is pleased to announce the addition of a new sustainable fund to its lineup of risk-conscious mutual funds. The Madison Sustainable Equity Fund is an actively-managed, high conviction mutual fund designed to pursue long-term capital appreciation by investing in the common stock of high-quality, durable growth, large cap companies that the Fund’s portfolio managers believe incorporate sustainability into their overall strategy.
Read MoreMadison Investments signs the UN-supported Principles for Responsible Investment
Madison, WI – Madison Investment Holdings, Inc. (Madison Investments), an independent investment management firm, today announced it has signed the United Nations-supported Principles for Responsible Investment (PRI).
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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”), which also includes the Madison Scottsdale office. 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.
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.