US Large Cap Core Equity
Table of Contents
Investment Objective
Long-term Russell 1000® Index outperformance
Investment Approach
Actively managed, multi-factor 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 2004
- Disciplined, bottom-up approach seeks high-quality, well-priced companies with good growth prospects
- 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.