Investment Approach

• Core style targeting attractive opportunities across the investable universe irrespective of growth or value style. Typically 65-75 holdings or less, sourced from the U.S. Large-Cap Core equity universe (predominantly the S&P 500 Index and Russell 1000 Index).
• Our strategy endeavors to generate attractive risk-adjusted returns versus the S&P 500 Index over multiple timeframes while maintaining consistent style box integrity.
• Active risk management process integrated throughout our analysis.
• Focused Large-Cap approach with stock selection the primary source of value added.
• High conviction portfolio takes meaningful bets based on rigorous proprietary research.