null US Dynamic Large Cap Value

US Dynamic Large Cap Value

Active Equity US
  • Benchmark Russell 1000® Value Index
  • Inception Date January 1994

Portfolio Managers

Strategy Overview

The US Dynamic Large Cap Value strategy seeks to exploit valuation anomalies and inflections at both the micro and macro levels. Our active approach, emphasis on stock selection, and disciplined implementation seeks robust all-weather performance. The approach is style-pure, solely focused on US large cap alpha generation within the US equities universe.

We believe our strategy is differentiated as it emphasizes relative value and is designed to maximize alpha potential and relative performance consistency. The strategy is managed by an experienced and well tenured team whose interests are aligned with our clients.

Objective

The objective of the US Dynamic Large Cap Value strategy is to consistently outperform the Russell 1000 Value® index over a full market cycle, resulting in compelling index and peer relative performance.

Approach

The US Dynamic Large Cap Value seeks capital appreciation, targets value with a catalyst, is focused and fundamental and emphasizes risk management. The strategy seeks attractively valued companies with solid fundamentals and business momentum.

Please note that all investment strategies involve risk.

PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS.