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Strategy Goal

Our Large Cap Core strategy is designed to provide long-term, after tax capital growth by investing in companies with strong earnings and revenue growth. We look for companies that can consistently gain market share versus their competitors but are trading with attractive relative multiples, given their growth prospects. Our disciplined security selection process helps us find investments with predictable earnings and ample returns for you.  

Our Process

How We Make Equity Strategies Work For You:

Discover

We seek to identify companies capable of generating returns for you. We also consider secular trends that lend themselves to long-term investment horizons.

Assess

We evaluate risk and reward based on our expectations of company fundamental performance.

Invest

We value assets relative to market and growth prospects.

Monitor

We monitor our investments closely. If we believe the investment prospects are less than we expected, we remove the stock from the portfolio.

Objective

The objective of this strategy is to generate a total return, net of all fees, in excess of the Russell 1000® benchmark over rolling three- to five-year periods.

Account Minimums and Fees

$150,000 to $5,000,00060 bps
Next $5,000,00055 bps
Next $15,000,00050 bps
Next $25,000,00045 bps
Next $50,000,00040 bps
More than $100,000,00035 bps
Account Minimum: $2,000,000
Cavanal Hill reserves the right to waive account minimums at its discretion.