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

Jeff Matthias
Tom Tibbles
Patrick Ryan
Dave Geisler
Drew Justman
Joe Maginot

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.

Second Quarter Newsletter

By the end of a strong May the S&P 500® Index had returned 11.3% year-to-date, with an additional advancement of 3% through mid-June. Rising interest rates suppressed bond returns so far this year, with the Bloomberg Aggregate Bond Index showing a year-to-date -1.6% loss through May.

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.