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Manning & Napier Real Estate Series - Keywords


FUND OVERVIEW

  • Inspired by 2008-2009 Crisis
  • Adept in Managing through Cycles

INVESTMENT PHILOSOPHY

  • Quality Focus
  • Cycle Oriented
  • Price Sensitive
  • Free Cash Flow Driven
  • Owners Share of Cash Flow
  • Earn Risk-Adjusted Returns
  • Know What You Invest

INVESTMENT PROCESS

  • Bottom-Up Selection
  • Fundamental Analysis
  • Team-Based Decision Making
  • Business Metric Drivers
  • Fundamental Metrics Driven
  • Build Financial Models
  • Company-by-Company
  • Qualitative Analysis
  • Price Conscious
  • Macro Aware

RESEARCH PROCESS

  • Sector-based Teams
  • Historical Evaluation of Themes
  • Interest Rate Aware
  • Revenue Growth Models
  • Fundamental Analysis
  • Pricing Power
  • Earnings Growth Factors
  • Business and Financial Models
  • Interest Rate Environment
  • 10-Year U.S. Treasury Bond Rate Environment
  • Bond Yield Curve
  • Least Cyclical Rising Cash Flow Stream
  • Property-by-property Analysis
  • Team-based Research Approach
  • Discounted Cash Flow Model

INVESTMENT FOCUS

  • Real Estate
  • Healthcare REITs
  • REITs
  • Residential REITs
  • Office REITs
  • Retail REITs

PORTFOLIO CONSTRUCTION

  • Upside Potential Driven Sizes
  • Consistent Earners
  • Benchmark Aware
  • 50-70 Holdings

RISK CONTROL

  • Valuation Approach
  • Active Management
  • Absolute Pricing Orientation
  • Risk Profile Analysis