Madison Investments was established in 1974 with an investment philosophy that centers around high-quality assets and effective risk management across fixed income and equity asset classes. We take a long-term perspective and focus on investing in companies with enduring competitive advantages.
Our deep fundamental research plays a crucial role in our investment process and decision-making. We analyze the fundamental characteristics of each business, seeking companies with durable competitive advantages and long-term growth potential. Within our research framework, we evaluate all factors, including risks and opportunities, that we believe will significantly impact a company's performance. As part of this review, we may also consider the impact of environmental, social, and governance issues on a company's fundamentals, sustainability, and growth. By comprehensively understanding business and investment risks, return potential, and long-term viability, we strive to identify businesses with the capabilities, strategies, and risk profiles to sustainably grow. Our analysis of various risk factors enhances our decision-making process, aiming to provide our clients with superior long-term returns and lower-than-average risk. Additionally, these key risks are considered for investable companies; we believe it is in the best interest of our clients to understand how these risk factors can influence our investments and the pursuit of our clients' investment objectives.