US Large Cap Core

We believe that quality companies with a sustainable competitive advantage and cash flow generation bought at the “right price” should outperform. Patience and a long-term investment horizon allows for the compounding of companies’ cash flows.

Fast Facts

  • Style:
  • Core
  • Strategy Inception:
  • April 2002
  • Benchmark:
  • S&P 500 Index
  • Number of Holdings:
  • 45-65
  • Expected Tracking Error:
  • 3-6%