We leverage our strengths in bottom-up fundamental research to focus on small cap, small/mid cap, and high conviction multi-cap equity -- those equity market segments where active management and disciplined stock selection can add the most value.
| Separate Accounts | Collective Trust | Mutual Fund | ||
|---|---|---|---|---|
Equity Dividend Plus |
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Diversified Equity |
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Small/Mid Cap Core |
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Small/Mid Cap Growth |
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Small Cap Value |
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Small Cap Core |
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Small Cap Growth |
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Our team’s investment decisions are generated through hands-on proprietary research, due diligence, and entrepreneurial initiative. Our experienced sector specialists excel at developing original investment ideas and gaining a deep understanding of each company’s business, competitors, and industry.
Consistent attention on quality helps us to protect returns when markets decline. We seek companies with highly capable management with proven leadership and strategic vision, strong financial characteristics, attractive and defensible market positions, and the ability to deliver sustainable earnings growth.
We do not try to time the market or make sector bets driven by market dynamics. Our goal is to identify undervalued, well-managed businesses that we can hold for the long-term given their long runway for growth.
We are patient investors. Equally as important as discovering attractive companies that meet our criteria for quality and growth is to pay a reasonable price for the security.
Large cap equities are still on a roll, posting their sixth gain in the last seven quarters. While higher-for-longer interest rates created a market headwind in the quarter, it was more than offset by the favorable impact of AI-driven growth, slowing inflation, a decent economy and solid earnings.
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Domestic equities continued their upward march in the first quarter, extending their monthly winning streak to five and posting their fifth gain in the last six quarters.
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