angle-left null US Large Cap Core Equity

US Large Cap Core Equity

Active Equity US
  • Benchmark S&P 500® Index
  • Inception Date January 1994

Strategy Overview

The US Large Cap Core Equity strategy uses a rigorous and highly collaborative stock selection process that combines fundamental analysis and quantitative modeling. We believe that a hybrid investment process ensures that the advantages of fundamental research, which is forward looking, in-depth, and detailed, helps to offset the weaknesses of quantitative methods, which are typically backward-looking and more broad-brush. Conversely, the strengths of quantitative methods, which are typically efficient, unbiased, and perceptive of trends, can help neutralize the weaknesses of fundamental research. This investment process is overlaid with both traditional risk management techniques and proprietary methods that can assist in minimizing the chance that unintended risks will greatly impact the portfolio.

Please note that all investment strategies involve risk.

PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS.