POWERED BY DISCIPLINE POWERED
BY
DISCIPLINE

POWERED BY DISCIPLINE POWERED
BY
DISCIPLINE

The Wakefield Difference

Across all Wakefield equity strategies,
we believe that while the overall market is
efficient, pockets of inefficiency do exist.

WAKEFIELD PHILOSOPHY

Our unique investment strategy stands apart from the mainstream investment community. We focus on proprietary quantitative behavior investment techniques that not only identify market inefficiencies, but capture those inefficiencies over time. These inefficiencies are based on the philosophy that most investors make predictable mistakes in assessing the future value of companies.

By exposing these pockets of inefficiencies to a highly disciplined research process, security selection, implementation and monitoring, we see opportunities to outperform.

In our management and research, our goals are:

  • Focus
  • Creativity
  • Intellectual Honesty
  • Continuous Improvement

The Wakefield Difference

Across all Wakefield equity strategies, we believe that while the overall market is efficient, pockets of inefficiency do exist.

WAKEFIELD PHILOSOPHY

Our unique investment strategy stands apart from the mainstream investment community. We focus on proprietary quantitative behavior investment techniques that not only identify market inefficiencies, but capture those inefficiencies over time. These inefficiencies are based on the philosophy that most investors make predictable mistakes in assessing the future value of companies.

By exposing these pockets of inefficiencies to a highly disciplined research process, security selection, implementation and monitoring, we see opportunities to outperform.

In our management and research, our goals are:

  • Focus
  • Creativity
  • Intellectual Honesty
  • Continuous Improvement

Our promise to our clients is strict
adherence to each investment strategy and an
unending ambition to deliver superior investment
returns with attentive client service.

PARTNERING WITH WAKEFIELD

Wakefield Asset Management specializes in actively-managed U.S. Equity strategies. We can customize any of our portfolios to meet client needs for Socially Responsible, Religious Values-Based and Environmental, Social and Corporate Governance equity strategies. Wakefield is committed to an unemotional and objective investment approach that delivers long-term, superior returns.

Our clients include a diverse group of institutional and individuals, including:

  • Non-Profit Organizations
  • Registered Investment Advisers
  • Broker/Dealers
  • Religious Communities
  • Endowments and Foundations
  • High-Net Worth Individuals
  • Family Offices
  • UMA Platforms

Our promise to our clients is strict adherence to each investment strategy and an unending ambition to deliver superior investment returns with attentive client service.

PARTNERING WITH WAKEFIELD

Wakefield Asset Management specializes in actively-managed U.S. Equity strategies. We can customize any of our portfolios to meet client needs for Socially Responsible, Religious Values-Based and Environmental, Social and Corporate Governance equity strategies. Wakefield is committed to an unemotional and objective investment approach that delivers long-term, superior returns.

Our clients include a diverse group of institutional and individuals, including:

  • Non-Profit Organizations
  • Registered Investment Advisers
  • Broker/Dealers
  • Religious Communities
  • Endowments and Foundations
  • High-Net Worth Individuals
  • Family Offices
  • UMA Platforms

Wakefield Asset Management Large Cap Equity Portfolio Named Top Gun Performer The Wakefield Large Cap Equity Portfolio was named to the Top Guns list in 3 categories by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended March 31, 2022. read more Wakefield Asset Management Small Cap Equity Portfolio Named Top Gun Performer The Wakefield Small Cap Equity Portfolio was named to the Top Guns list in 1 category by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended March 31, 2022. read more Wakefield Asset Management Large Cap Biblically Responsible Portfolio Named Top Gun Performer The Wakefield Biblically Responsible Equity Portfolio was named to the Top Guns list in 4 categories by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended March 31, 2022. read more Wakefield Asset Management Large Cap Tax Aware Portfolio Named Top Gun Performer The Wakefield Large Cap Tax Aware Portfolio was named to the Top Guns list in 3 categories by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended March 31, 2022. read more Wakefield Large Cap Equity
Named Top Gun Performer
Wakefield’s Large Cap Equity Portfolio was named a top ten performer within the Large Core Equity Universe by Informa Investment Solutions PSN manager database for the year ended December 31, 2021. read more
Wakefield Large Cap Equity
Tax Aware Named Top Gun
Performer
Wakefield’s Large Cap Equity Tax Aware Portfolio was named a top ten performer within the Large Core Equity Universe by Informa Investment Solutions PSN manager database for the year ended December 31, 2021.read more
Wakefield Biblically Responsible Equity Named Top Gun Performer in 2 Categories Wakefield’s Large Cap Biblically Responsible Portfolio was named a Top Gun in 2 categories by Informa Investment Solutions PSN manager database for the year ended December 31, 2021.read more Wakefield Small Cap Equity
Named Top Gun Performer
in 5 Categories
Wakefield’s Small Cap Equity Portfolio was named a Top Gun in 5 categories by Informa Investment Solutions PSN manager database for 4Q 2021 and for the year ended December 31, 2021.read more
Wakefield Asset Management Named Large Cap Manager of the Year Wakefield Asset Management, LLLP has been named Large Cap Manager of the Year for the 12th Annual Emerging Manager Awards by Emerging Manager Monthly. read more Wakefield Asset Management Named 2022 Asset Manager
of the Year
Wakefield Asset Management is pleased to announce that our Wakefield Large Cap Equity Portfolio was named 2022 Manager of the Year by Envestnet and Investment Advisor magazine. read more

WAKEFIELD ASSET MANAGEMENT

7887 East Belleview Avenue Suite 800
Englewood, CO 80111

(303) 771-0630

customerservice@wakefieldinc.com