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Manages Investments For:

  • Charitable foundations and endowments
  • High net worth clients
  • Pension and retirement systems
  • Profit-sharing plans
  • Insurance companies
  • Closed-end funds
  • Exchange-traded funds


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Investment Philosophy
First Trust is a bottom-up manager. First Trust's investment philosophy is based on the belief that a company's long-term value is determined by the cash flow it generates. The First Trust investment management process utilizes both quantitative and qualitative analysis to assess a company's ability to generate cash flow and its current valuation relative to intrinsic value. First Trust believes the disciplined, systematic application of its proprietary process will lead to long-term value creation for its clients.

Investment Management Workflow

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First Trust Advisors L.P.
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