- 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
|As of 12/31/22||1 Month||3 Month||YTD||1yr||3yr||5yr||10yr||Since Inception (1/01/08)|
|Gross Excess Return||-0.47||0.91||4.88||4.88||3.97||2.54||0.78||2.28|
* 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.
Date: December 31, 2022
Approved For: Public Use Material
Vincent Costa, CFA
Chief Investment Officer, NY Equities
Years of Experience: 38
Years with Voya: 17
James Dorment, CFA
Head of Fundamental Research and Portfolio Manager
Years of Experience: 28
Years with Voya: 15
Gregory Wachsman, CFA
Equity Analyst and Portfolio Manager
Years of Experience: 24
Years with Voya: 6
Peer Rankings: eVestment collects information directly from investment management firms and other sources believed to be reliable; however, eVestment does not guarantee or warrant the accuracy, timeliness, or completeness of the information provided and is not responsible for any errors or omissions. Performance results may be provided with additional disclosures available on eVestment’s systems and other important considerations such as fees that may be applicable. Not for general distribution. All categories not necessarily included. Totals may not equal 100%. Copyright 2013-2023 eVestment Alliance, LLC. All Rights Reserved. Voya Investment Management composite peer rankings represent percentile rankings which are based on monthly gross of fee returns and reflect where those returns fall within the indicated eVestment’s universe. eVestment provides third party databases, including the institutional investment database from which the presented information was extracted. The eVestment institutional investment database consists of over 1,500 active institutional managers, investment consultants, plan sponsors, and other similar financial institutions actively reporting on over 10,000 products. Additional information regarding eVestment rankings for year to date and since inception performance of the composites is available on eVestment’s website. For more information about the rankings presented above, including universe and additional time periods, please see our detailed eVestment ranking slides.
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.