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Our Large Blend/Value strategy pursues long-term capital appreciation by investing in 50 large capitalization companies in the U.S.

We combine our proprietary Intrinsic Value Factor ™ with detailed analyst modeling and qualitative research.  Our Large Blend/Value aims to identify high quality and undervalued companies, with the goal to outperform over complete market cycles.  The analyst team managing this strategy has worked together since its inception in 2004.

The Large Blend/Value strategy owns 50 stocks across all sectors to ensure  effective diversification. Stocks are equally weighted within sector to focus on owning diversified exposure to attractive valuation, not size.


  • SMA – View Factsheet
  • Mutual Fund – View Factsheet