• Style All Cap Core
  • Approach Active; Bottom-Up
  • Benchmark Russell 3000 Index

Strategy Highlights

  • Research Intensive – Stock selection emphasizes well managed companies with sustainable earnings growth
  • Focus On Quality – Aim to hold stocks for long term and protect returns when markets decline
  • Unrestricted Opportunity Set – Core approach allows us to pursue quality companies with either growth or value oriented characteristics

Portfolio Managers

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