STRATEGY PROFILE

US Large Cap Core Equity
The US Large Cap Core Equity strategy uses a rigorous and highly collaborative stock-selection process that combines fundamental analysis and quantitative modeling. Our team believes that a hybrid investment process ensures that the advantages of fundamental research (forward-looking, in-depth, detailed) help to offset the weaknesses of quantitative methods (backward-looking, more broad-brush). Conversely, the strengths of quantitative methods (efficient, unbiased, perceptive of trends) help to neutralize the weaknesses of fundamental research (limited in capacity, emotional). 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.
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S&P 500 Index
January 1994