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
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
| As of 4/30/26 | 1 Mo | 3 Mo | YTD | 1Yr | 3Yr | 5Yr | 10Yr | Since Inception (1/01/08) |
|---|---|---|---|---|---|---|---|---|
| Gross | 8.24 | 1.72 | 4.38 | 19.54 | 15.61 | 11.20 | 12.38 | 10.28 |
| Net | 8.18 | 1.56 | 4.16 | 18.78 | 14.87 | 10.48 | 11.68 | 9.57 |
| Index* | 8.16 | 5.61 | 10.43 | 29.25 | 16.75 | 10.29 | 11.22 | 8.52 |
* Russell 1000 Value Index
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.
Literature
Date: March 31, 2026
Approved For: Financial Professional or Qualified Institutional Investor Use Only
Date: March 31, 2026
Approved For: Financial Professional or Qualified Institutional Investor Use Only
Date: March 31, 2026
Includes Investment Commentary
Approved For: Financial Professional or Qualified Institutional Investor Use Only
Investment Team
James Dorment , CFA
Portfolio Manager and Co-Head of Fundamental Research
Years of Experience: 31
Years with Voya: 18
Biography
Gregory Wachsman , CFA
Equity Analyst and Portfolio Manager
Years of Experience: 27
Years with Voya: 9
BiographyDisclosures
Principal Risk
The principal risks are generally those attributable to investing in stocks and related derivative instruments. Holdings are subject to market, issuer, and other risks, and their values may fluctuate. Market risk is the risk that securities or other instruments may decline in value due to factors affecting the securities markets or particular industries. Issuer risk is the risk that the value of a security or instrument may decline for reasons specific to the issuer, such as changes in its financial condition.