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.

$24B

In assets under management1

50

Years in business

100%

Privately held

Dave Geisler
John Brown
Faraz Farzam
Patrick Ryan
Mike Sanders

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.

First Quarter Newsletter

The strong stock market returns of 2023 continued into 2024, with the S&P 500® Index rising 7.1% through the first two months of the year. As of mid-March, these gains held steady, with the S&P 500 near all-time highs, while the tech-heavy NASDAQ was also trading near its peak.

1Calculated as of 12/31/2023. 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.