C.J. Lawrence Celebrates Major UIT Sales Achievement Milestone
C.J. Lawrence Reaches $3 Billion Milestone in UIT Sales
C.J. Lawrence (CJL) has reached an impressive milestone in collaboration with Advisors Asset Management (AAM), surpassing $3 billion in cumulative unit investment trust (UIT) sales. This announcement reflects the effectiveness and popularity of CJL’s investment strategies, particularly highlighted by the success of its flagship Bulldog Portfolio, which alone accounts for $2 billion of this figure.
Understanding Unit Investment Trusts
Unit investment trusts are investment vehicles that allow individuals to pool their resources into a diversified portfolio managed by professionals. CJL serves as the portfolio consultant for these UITs, aiming for above-average total returns primarily through capital appreciation. This achievement is a testament to the innovative approaches CJL employs to navigate the market successfully.
CJL's Portfolio Strategies
The portfolio management team at C.J. Lawrence employs a distinctive strategy that focuses on identifying and investing in ‘Bulldog’ companies. These are well-established firms known for their ability to maintain and grow their market share in competitive environments. Richard Stewart, Executive Vice President of UITs at AAM, emphasized the critical role that CJL's approach plays in achieving this remarkable sales milestone.
What Sets Bulldog Companies Apart?
According to CJL, Bulldog companies have several key characteristics that contribute to their success: financial strength, innovative capabilities, and exceptional management talent. These traits enable them to thrive in ever-evolving markets, making investments in them not only viable but potentially lucrative.
Featured Portfolios from CJL
C.J. Lawrence manages several portfolios tailored to meet a variety of investment goals:
- Bulldog Portfolio – Aiming for robust capital appreciation, this portfolio invests in stocks poised to leverage the current global economic climate.
- Bulldog International Portfolio – Focused on international opportunities, this portfolio includes powerful companies not based in the United States.
- American Renaissance Portfolio – This portfolio seeks above-average total returns by identifying U.S.-based companies that can leverage current economic conditions.
Future Outlook for C.J. Lawrence and AAM
As CJL continues to strengthen its partnership with AAM, the outlook for future UIT growth and expansion remains positive. The firm is committed to enriching its product offerings and enhancing the investment experience for advisors and their clients. Bernhard Koepp, CEO of CJL, expressed pride in reaching this significant milestone, recognizing it as evidence of their thematic portfolios meeting and often exceeding client expectations.
About C.J. Lawrence
C.J. Lawrence, a reputable investment management boutique based in New York, carries a legacy that dates back to 1864. The firm is known for providing tailored investment solutions to individuals, families, and institutions. Their team of seasoned portfolio managers is dedicated to customizing strategic investment plans, combining expertise with a personalized approach.
Frequently Asked Questions
What is the significance of the $3 billion UIT sales milestone?
This milestone underscores the effectiveness of CJL’s investment strategies and their popularity among investors, further establishing CJL as a leader in the investment management sector.
How does CJL select its investments?
CJL focuses on identifying 'Bulldog' companies that demonstrate strong competitive advantages and a proven track record in their industries, leading to above-average total returns.
What portfolios does CJL offer?
CJL offers various portfolios, including the Bulldog Portfolio, Bulldog International Portfolio, and American Renaissance Portfolio, each designed to meet specific investment goals.
What role does Advisors Asset Management play?
AAM serves as the primary distributor for CJL’s UITs, helping to broaden access to their innovative investment solutions for advisors worldwide.
How can investors learn more about CJL's offerings?
Potential investors can reach out to C.J. Lawrence for detailed information on their investment strategies and portfolio options through their official contact channels.
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