Turner Investments is a global investment management firm with over $12 billion in assets under management. Founded in 1990 by Robert Turner, the company has become one of the most respected names in asset management. In this article, we take a deep dive into Turner Investments’ net worth and investment strategies. With key insights into the valuation, portfolio composition, and performance of Turner Investments, investors can better understand the drivers behind this firm’s success. We will also analyze the investment philosophies and risk management principles that Turner utilizes to generate lasting value for its clients across market cycles. By evaluating the net worth and strategic positioning of Turner Investments, investors can determine if its services align with their own investment objectives and risk tolerance.
Turner Investments manages over $12 billion in total assets
According to the latest ADV filings, Turner Investments has $12.6 billion in regulatory assets under management (AUM) as of December 2021. The vast majority of these assets are managed on a discretionary basis, giving Turner’s portfolio managers flexibility to buy and sell securities based on their investment research and frameworks. With decades of experience across asset classes, Turner Investments leverages its sizable AUM base and institutional clout to access investment opportunities and generate alpha for clients.
Turner derives the majority of its revenue from investment advisory fees
As an asset management firm, the vast majority of Turner Investments’ net worth stems from investment advisory fees charged to clients. These fees are usually structured as a percentage of AUM, ranging from 0.30% to 1.25% depending on the investment strategy. With over $12 billion in fee-generating assets, Turner Investments likely generates over $100 million in annual revenue from its advisory fees alone. The firm also offers wealth planning services for an additional fee, adding to its overall revenue base. Prudent cost and risk management have enabled Turner to operate profitably and re-invest capital into its investment capabilities and client service infrastructure.
Turner focuses on risk-adjusted returns across asset classes
Turner Investments is known for its rigorous investment process that aims to maximize risk-adjusted returns across market cycles. The firm utilizes both top-down and bottom-up research to identify oversold market segments with promising fundamentals. Turner’s strategies span a range of asset classes including global equities, fixed income, real assets, and multi-asset solutions tailored to client needs. Risk management is ingrained in the investment process through defensive equity selection, asset diversification, and fixed income allocation. This focus on managing volatility and drawdowns has enabled Turner to consistently outperform market benchmarks during turbulent market environments.
Turner’s net worth enables investments in capabilities and talent
The steady growth in Turner Investments’ AUM and revenue has provided the firm with ample capital to reinvest in its business. Turner has continued to expand its investment teams globally, hiring experienced analysts and portfolio managers in the US, Europe, and Asia Pacific. This allows Turner to leverage local insights in constructing resilient portfolios. The firm has also invested heavily in its technology infrastructure, developing proprietary systems to support smarter investment decision-making. With a strong net worth and cash flow generation, Turner Investments is well-positioned to keep investing in the capabilities that deliver value for its clients.
In summary, Turner Investments’ net worth of over $12 billion in AUM and substantial revenue from advisory fees has enabled the firm to become a leading global asset manager. Its focus on risk-adjusted returns across asset classes combined with prudent risk management has delivered consistent outperformance. Turner’s investments in people, processes and technology ensure the firm stays at the forefront of investing innovation to drive enduring value creation for clients.