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LARGE BLEND/VALUE

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.

Availability: SMA and Mutual Fund 

SMALL VALUE

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

Availability: SMA and Mutual Fund 

 

 

Large Cap Equity Yield
Our Large Blend/Value strategy pursues long-term capital appreciation and a higher than average dividend yield in a tax efficient manner by investing in 25-35  large capitalization companies in the U.S.

Availability: SMA

We combine our proprietary multi-factor quantitative grades with detailed analyst modeling and qualitative research.  Our Large Cap Equity Yield strategy aims to identify high dividend paying companies with attractive valuation and sustainable financial prowess to thrive in economic cycles and outperform their high dividend peers through an extended holding horizon.

The Large Cap Equity Yield strategy holds 25-35 across all sectors to ensure effective diversification. Stocks are equally weighted to focus on owning diversified exposure to yield and attractive valuation, not size.
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Small Cap Value
Our Large Blend/Value strategy pursues long-term capital appreciation and a higher than average dividend yield in a tax efficient manner by investing in 25-35  large capitalization companies in the U.S.

Availability: SMA

We combine our proprietary multi-factor quantitative grades with detailed analyst modeling and qualitative research.  Our Large Cap Equity Yield strategy aims to identify high dividend paying companies with attractive valuation and sustainable financial prowess to thrive in economic cycles and outperform their high dividend peers through an extended holding horizon.

The Large Cap Equity Yield strategy holds 25-35 across all sectors to ensure effective diversification. Stocks are equally weighted to focus on owning diversified exposure to yield and attractive valuation, not size.
Read More Details »

Large Growth
Our Large Blend/Value strategy pursues long-term capital appreciation and a higher than average dividend yield in a tax efficient manner by investing in 25-35  large capitalization companies in the U.S.

Availability: SMA

We combine our proprietary multi-factor quantitative grades with detailed analyst modeling and qualitative research.  Our Large Cap Equity Yield strategy aims to identify high dividend paying companies with attractive valuation and sustainable financial prowess to thrive in economic cycles and outperform their high dividend peers through an extended holding horizon.

The Large Cap Equity Yield strategy holds 25-35 across all sectors to ensure effective diversification. Stocks are equally weighted to focus on owning diversified exposure to yield and attractive valuation, not size.
Read More Details »