US Core Equity Extended
Table of Contents
Investment Objective
Long-term Russell 1000® Index outperformance
Investment Approach
Actively managed, multi-factor long-short strategy based on fundamental insights that systematically adapts to changing company growth rates and market conditions.
Key Features
- US large-cap focus
- Live track record since 2006
- Disciplined, bottom-up approach seeks high-quality, well-priced companies with good growth prospects
- Long and short exposures maintain 100% net equity exposure with increased active share*
- Numerous active positions limit concentration risk
- Highly experienced team provides portfolio oversight and makes continual model enhancements
Meet the Portfolio Managers
Stephen Courtney Stephen Courtney
Portfolio Manager
Devang Gambhirwala Devang Gambhirwala
Portfolio Manager
Edward J. Lithgow Edward J. Lithgow
Portfolio Manager
There can be no guarantee that this objective will be achieved.
*Active Share is a measure of the percentage of stock holdings in a manager’s portfolio that differs from the benchmark index.
