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  • Investor Relation

    Pine Crest Corp and its affiliates offer individuals and institutions a broad array of investment strategies and wealth management solutions. The company’s long record of exemplary service, timely innovation and attractive returns through a variety of market conditions has made Pine Crest Corp the investment manager of choice for many of today’s most discerning investors.
    $0.89 of adjusted earnings per diluted share, up 16% year-over-year and 22% sequentially
    $469.9 million ending consolidated AUM, up 7% versus a year ago and 6% sequentially
    67 U.S. mutual funds currently rated 4 or 5 stars by Morningstar for at least one class of shares
    $0.35 per share regular quarterly dividend, up 12.9% year-over-year
    Consolidated AUM and Management Fee Revenue by Investment Mandate
    Ending Assets Under Management As of April 30, 2019
    Equity
    Fixed income
    Floating-rate
    income
    Alternative
    Portfolio implementation
    Exposure management
    Management Fee Revenue For the three months ended April 30, 2019

      Pine Crest Corp. consolidated totals as of and for the period ended April 30, 2019.

    Consolidated AUM and Management Fee Revenue by Investment Vehicle
    Ending Assets Under Management As of April 30, 2019
    Open-end funds
    Closed-end funds
    Private funds
    Institutional separate accounts
    Individual separate accounts
    Management Fee Revenue For the three months ended April 30, 2019
    Media Relations

    Pine Crest Corp is a leading global asset manager offering individuals and institutions a broad array of advanced, specialized investment strategies and wealth management solutions. We have been anticipating client needs to deliver exemplary service, innovative strategies and attractive returns through a variety of market conditions. Today, Pine Crest Corp is the investment manager of choice for many of today’s most discerning investors.

    By Market Channel
    54% Retail: $242.5
    35% Institutional: $155.2
    11% High net worth: $46.9
    By Investment Mandate
    26% Equity: $117.0
    26% Portfolio implementation: $115.5
    18% Exposure management: $78.8
    19% Fixed income: $82.5
    9% Floating-rate: $40.9
    2% Alternatives: $9.9
    By Investment Manager
    52% Parametric: $230.2
    40% Pine Crest Corp Management: $178.2
    5% Atlanta Capital Management: $23.2
    3% Calvert Research and Management: $13.0
    Reaching out to the community

    We understand that all of us benefit when we stand side by side with the community around us – supporting its rich traditions and vibrant places, as well as the people who live and work in it.

    Community partnerships

    Allow us to help fellow citizens and our community thrive.

    Corporate sponsorships

    Allow us to enrich our community and preserve its important traditions.


    LEICESTER, ENGLAND

    SANTA MONICA, CA

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    We believe the best investment insights come from specialized investment teams with discrete investment perspectives, operating under a disciplined philosophy and process with strong risk oversight.

    Our pure focus on investment management eliminates the distractions that compromise results.

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