Stability Matters, Consistency Delivers
Our goal is to provide straightforward, easy-to-understand portfolios that perform according to expectations, with no unnecessary risks or unpleasant surprises.
What sets us apart
Madison Investments offers a series of funds that emphasize quality and durability—all built with the long run in mind. While a risk management approach is not unique to us, the way in which we deploy our investment strategies is what sets us apart.
See what makes our funds unique:
- Real-time conviction
- All-weather portfolio
- Active risk management
- Proprietary research
- “Best ideas” approach
- Relative yield
- High conviction
- Industry-leading companies
- High quality
- High active share
- Bottom-up
- Private market valuation
- Active and nimble
Who we are
Managing client assets is the sole focus of our firm. The Madison Funds are part of an organization that has been building risk-aware portfolios for nearly five decades.
$22B
In assets under management1
48
Years in business
100%
Privately held
#6
(Overall, among 49 firms, as of 12/31/2022)
Meet our team
If you value dedication, honesty, and hard work, you’ll appreciate our team’s Midwestern work ethic. Our people continue to apply their depth of industry experience and specialized knowledge to remain experts in their field.
Insights
Stay current with portfolio manager insights into what’s driving the markets. We want to help you understand the risks and opportunities that lie ahead, so you can act accordingly.
News and Updates
Keep up with important fund notices, declared portfolio distributions, and the latest developments in the industry.
Third Quarter Newsletter
Through most of the third quarter of 2023, the ups and downs of the stock market balanced out, leaving the year-to-date (YTD) return of the S&P 500® Index in the high teens. As has been the case all year, that index return reflected an oversized influence of just a handful of mega-cap stocks.
1Calculated as of 9/30/2023. The AUM includes all accounts to which Madison provides discretionary and non-discretionary advisory services, including accounts of a third party adviser where Madison provides non-discretionary model portfolio services.
2Madison Investments ranked 6th out of 49 fund families for the one-year period ended December 31, 2022, and ranked 43rd in the five-year period out of 49 fund families, and 45th out of 47 fund families for the ten-year period ended December 31, 2022. To see Barron’s methodology and learn more, click here.