Large Cap Value

Approach

This strategy is an actively managed large cap value strategy that relies on fundamental research to capture the benefits of high excess capital yield and sustainable dividends. We believe an experienced and specialized research team is critical to generating alpha from stock selection and portfolios built with active risk substantially focused on stock picking deliver a superior performance profile.

Key Benefits

Stock selection by career sector analysts, using sector-specific research methodologies, drives alpha
Target universe strategically designed to identify stocks with sustainable dividend yield and dividend growth
Flexibility to emphasize dividend growth or high current yield supports consistent returns over a variety of market cycles
Strong performance relative to benchmark and peers since inception

Performance

Performance data for this strategy is not available at this time.

Past performance does not guarantee future results.

Periods greater than one year are annualized. Performance data is considered final unless indicated as preliminary. Monthly performance is based on full GIPS Composite returns. Access the GIPS page for full composite details.

The Composite performance information represents the investment results of a group of fully discretionary accounts managed with the investment objective of outperforming the benchmark. Information is subject to change at any time. Gross returns are presented after all transaction costs, but before management fees. Returns include the reinvestment of income. Net performance is shown after the deduction of a model management fee equal to the highest fee charged.