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.
How We Make Equity Strategies Work For You:
We seek to identify companies capable of generating returns for you. We also consider secular trends that lend themselves to long-term investment horizons.
We evaluate risk and reward based on our expectations of company fundamental performance.
We value assets relative to market and growth prospects.
We monitor our investments closely. If we believe the investment prospects are less than we expected, we remove the stock from the portfolio.
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.
| $150,000 to $5,000,000 | 60 bps |
| Next $5,000,000 | 55 bps |
| Next $15,000,000 | 50 bps |
| Next $25,000,000 | 45 bps |
| Next $50,000,000 | 40 bps |
| More than $100,000,000 | 35 bps |