Equity - Core
All Cap Core
Objective
The All Cap Core strategy seeks to identify under-appreciated growth companies that consistently deliver superior performance results and consistently outperform the broad market as defined by the Russell 3000 Index.
Investment Approach
- Strong fundamental growth
- Better than average valuation characteristics
- Strong financial condition and characteristics
- Favorable investor sentiment
- Stocks with market capitalization > $1 billion
Resources
Active Core
Objective
The Active Core strategy seeks to identify under-appreciated growth companies that consistently deliver superior performance results and consistently outperform the broad market as defined by the S&P 500 Index.
Investment Approach
- Strong fundamental growth
- Better than average valuation characteristics
- Strong financial condition and characteristics
- Favorable investor sentiment
- Stocks with market capitalization > $5 billion
