updates and news
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.
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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Madison 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).
Read MoreMadison Investments Completes Acquisition of Reinhart Fixed Income
Madison, WI – Madison Investments Holdings, Inc. (Madison Investments), an independent investment management firm, today announced it has completed the acquisition of the Milwaukee-based Reinhart Fixed Income Team, fixed income investment strategies and clients.
Read MoreAnnouncing a deal between Madison Investments and Reinhart Partners
Madison Investments Holdings, Inc., an independent employee owned investment firm, operating as Madison Investments, today announced that it has entered into a definitive agreement to acquire the Reinhart Partners Fixed Income assets including the onboarding of the Investment Team, led by Mike Wachter.
Read MoreMadison Scottsdale Honored with 2020 US Captive Award
Scottsdale, Arizona - 2020.10.08 – Madison Scottsdale, the insurance asset management division of Madison Investment Advisors, for the second-year running has been selected as the captive insurance industry’s Investment Specialist of the Year for its record of risk-balanced investment services to the captive insurance industry.
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Small Cap Acquisition
Madison Investments has acquired the Small Cap Equity Team and assets of former Broadview Advisors, LLC. “In addition to being a great cultural fit, the acquisition deepens our investment talent and broadens our investment offerings” said Rich Eisinger, Madison’s Head of Equities, who oversees the Madison U.S. Equity Team that the Small Cap Equity managers are joining.
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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.
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.