Equity Strategies

A bottom-up research intensive process is the cornerstone of our overall equity investment approach. Our disciplined long-term research focus allows us to develop a deep understanding of the companies in which we invest. Our goal is to find well managed quality companies that are resilient.

We offer a range of strategy options to accommodate varied risk tolerances and client objectives.

Equity Dividend Plus

Strategy seeks high income through investments in quality companies paying above-average dividends and with the required balance sheet strength needed to sustain dividend payouts. The strategy seeks to maintain an overall yield twice that of the S&P 500 Index.

Diversified Equity

Strategy combines growth & value disciplines and diversifies across large, mid, and small capitalization stocks. The investment process supports the identification and research of one stock idea at a time and seeks to hold companies for the long term.

Small/Mid Cap Core

A core approach that seeks small cap and more established mid cap companies with sustainable growth prospects. Strategy invests in growth and value stocks with market capitalizations between $250 million and $10 billion.

Small Cap Value

Utilizes fundamental research and proprietary screening methods to identify well-managed small cap value companies with attractive valuation and improving fundamentals.

Small Cap Core

Utilizes fundamental research to identify small companies with sustainable growth in niche markets. The strategy's core approach allows for pursuit of quality companies with either growth or value oriented characteristics.

Small Cap Growth

Utilizes fundamental research and quantitative screening to identify small companies with sustainable, above-average earnings growth in niche markets. The strategy focuses on quality and seeks to hold stocks for the long term and protect returns when markets decline. 
 

Global Small Cap Strategy

Strategy seeks long-term capital appreciation by investing primarily in a portfolio of equity securities issued by small market capitalization companies based around the world, including in the United States. We aim to discover well-managed businesses that are unrecognized or undervalued by the market and that can grow earnings and recognize value over the long term.

International Small Cap

Strategy seeks to identify quality non-U.S. small cap companies trading at attractive prices, that are often under-researched or under-owned by other institutional investors, and that possess characteristics of one or more of our targeted growth categories. 

Emerging Markets Equity Strategy

Seeks to provide clients with a growth oriented portfolio of emerging markets stocks that participates in rising markets and protects returns when markets decline. We seek to outperform the MSCI Emerging Markets Index over a full market cycle.

Emerging Wealth Equity Strategy

Strategy seeks to provide clients with a growth oriented portfolio of emerging markets stocks that participates in rising markets and protects returns when markets decline.