Opus Investment Management Inc.
OPUS Investment Management, Inc. is a US-based asset management firm and a subsidiary of The Hanover Insurance Group, located in Worcester, Massachusetts. The firm is focused on managing investment portfolios primarily for insurance company affiliates and institutional clients. The company was founded in 1983 and employs approximately 8 staff. As a specialized investment adviser, it provides portfolio management and investment strategies designed to meet the needs of institutional investors.
Investment Strategy
OPUS Investment Management Inc. primarily manages fixed income and equity portfolios with an emphasis on optimizing risk-adjusted returns for institutional clients such as insurance companies. The firm follows a conservative, disciplined investment process focused on capital preservation, income generation, and diversification, aligning with the long-term investment requirements of its clients.
Top Holdings
Equity Positions (29)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 31.75% | $47.8M | 157,154 | $202.44 | $303.93 | +$13.4M |
W WMT | WALMART INC | 6.17% | $9.3M | 95,000 | $20.55 | $97.78 | +$949.0K |
A ABBV | ABBVIE INC | 5.14% | $7.7M | 41,700 | $53.12 | $185.62 | -$996.6K |
P PEG | PUBLIC SVC ENTERPRISE GRP IN | 4.50% | $6.8M | 80,500 | $38.03 | $84.18 | +$151.3K |
A AAPL | APPLE INC | 4.42% | $6.6M | 32,400 | $40.74 | $205.17 | -$549.5K |