Duff & Phelps Investment Management Co.
Duff & Phelps Investment Management Co. is an institutional asset manager headquartered in Chicago, IL. Founded over 90 years ago, the firm specializes in active management of global listed infrastructure, utilities, real estate, and related sectors. Its boutique structure supports specialized investment strategies tailored for both institutional and individual investors, including public funds, pensions, endowments, and retail clients. Employee count is not publicly disclosed but is estimated to be mid-sized given the boutique positioning and strategy coverage.
Investment Strategy
Duff & Phelps Investment Management Co. employs active management across a limited number of specialized investment strategies, focusing on global listed infrastructure, utilities, and real assets. Their approach emphasizes fundamental research, sector specialization, and risk-aware portfolio construction to deliver long-term value. The firm offers strategies through mutual funds, closed-end funds, and managed accounts, serving institutional clients as well as individuals, and seeks defensive traits, stable earnings, and compelling diversification qualities to achieve competitive returns with a lower risk profile relative to global equities.
Research Analysts
Top Holdings
Equity Positions (152)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
W WELL | WELLTOWER OP INC | 4.53% | $385.8M | 2,509,637 | $105.82 | $153.73 | +$6.3M |
E EQIX | EQUINIX INC | 3.81% | $324.4M | 407,760 | $693.54 | $795.47 | +$1.9M |
P PLD | PROLOGIS INC | 3.67% | $312.1M | 2,969,334 | $86.50 | $105.12 | -$19.3M |
D DLR | DIGITAL RLTY TR INC | 2.81% | $239.1M | 1,371,704 | $124.03 | $174.33 | +$42.0M |
A AMT | AMERICAN TOWER CORP | 2.28% | $194.0M | 877,866 | $187.87 | $221.02 | +$161.1K |