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Strategy Goal

Our Large Cap Core Quantitative Equity Strategy is based on the belief that, over multiple market cycles, investing in stocks with strong fundamental business models at attractive prices will add value versus a passive benchmark. However, we are also cognizant of the impact that shorter-term pressures can have on markets. So, though our primary focus is always our core belief, we also stay alert to these other influences and believe that they can create additional opportunities to add value.

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 our Equity 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

$250,000 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.