Advantage over Competitors

Five areas distinguish McLean Budden from its competitors.

1. Proven Investment Management Philosophy

Our firm uses a team-based majority voting approach to investment management. Decisions are made by experienced teams of four to five investment managers supported by a globally oriented group of research analysts. This process integrates decision-making and research to maximize synergies regarding idea generation and portfolio structure.

2. Depth of our research expertise

The recognized research expertise within each of our investment management groups enables us to emphasize internal proprietary research in our investment process. Research is done on a global basis.

3. Equity Management Process

By using integrated equity management teams and structuring their responsibilities along global sectors, we have allowed every equity strategy to be managed on a truly global basis. All portfolios have focused approaches that have clearly defined risk controls.

4. Strong, Stable Organization and Ability to Effectively Handle Management Transition

We have an experienced management group which is diversified by age. We are committed to having a management structure which provides orderly personnel succession and is not dependent on any particular individual. The investment groups operate in a disciplined, democratic fashion while maintaining our long term investment philosophy. We have been managing money successfully since 1947 and have demonstrated our ability to handle management transition over sixty years.

5. Superior Service

Our client retention rate is high and, in part, this has been the result of the strong rapport we have built with clients. Our investment reviews are structured to make our investment results and intentions clear and concise. We consult with clients to ensure they are provided with the information they require.