US Large Cap Value

The investment team believes that good companies with a sustainable competitive advantage and cash flow generation bought at the “right price” should outperform. Patience and a long-term investment horizon allow for the compounding of company cash flows.

Fast Facts

  • Style:
  • Value
  • Strategy Inception:
  • July 2007
  • Benchmark:
  • Russell 1000 Value Index
  • Number of Holdings:
  • 45-65
  • Expected Tracking Error:
  • 3-6%