Inverness has a long history of managing institutional investment portfolios for pension funds, endowments, and foundations. For more than 35 years, we have provided core equity and fixed income investment strategies for a number of public and private pension plans and non-profit organizations.
The institutional investment process is supported by our in-house research and investment team. As "Core" equity managers, our strategy adds value by applying a structured approach that identifies companies with strong business fundamentals, growth and trading at attractive valuations. Our fixed income portfolios are structured to reduce risks and optimize total return. The strategy focuses primarily on investment-grade corporate, government, and agency bonds.