Focus, Analysis and Disciplined Process

At Duff & Phelps we pursue a limited number of highly targeted investment strategies with exceptional depth of resources, expertise and intellectual rigor.

In this way, we leverage the substance, perspective and culture of a respected and established fundamental research boutique to meet the needs of investors for focused and effective investment management services.

It’s a dynamic process but, for us, nothing new. Since our earliest beginnings, providing vital research and analysis of utility company securities to Depression-era investors, our attention has been squarely set on identifying attractive opportunities and strategies, while effectively managing the risks of investing in income-producing securities.

Today, with our analysts and portfolio managers building on that legacy of concentration on equity income and fixed income securities, Duff & Phelps has earned a reputation as a pioneer and leader in investing in real estate investment trusts, infrastructure, utility and midstream energy companies and in developing and managing focused investment strategies for specialized clients, including nuclear decommissioning trusts. Above all, Duff & Phelps is known and valued for consistency – in approach, in results, in the long and productive tenures of investment professionals and in our commitment to meeting clients’ goals and interests over all others.

Our strategies are also used in sub-advisory relationships with Virtus Investment Partners. Their website contains more information on these products.

Thank you for visiting our site and for taking the time to learn more about Duff & Phelps and our record of innovation, success and commitment to improving investors’ overall results through an enhanced risk-reward experience.


Latest News & Ideas

Duff & Phelps Global Real Estate Securities Strategy Wins Lipper Award for Consistent Three-Year Performance