Diversified Equity

Strategy Summary

  • Style: All Cap Core
  • Approach: Active; Bottom-Up
  • Benchmark: S&P 500 Index
  • Inception: 1/1/1989
  • Strategy Assets: $333 MM as of 9/30/19

Investment Philosophy

We believe earnings growth, combined with high returns on capital, drive stock prices over the long term. We also believe that investing in a focused portfolio of quality companies from across the market cap spectrum, while combining growth and value disciplines, broadens the opportunity set and adds diversification.

Portfolio Management
Strategy Profile

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