• 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
RESOURCES

Portfolio Managers

Aaron C. Clark, CFA
Aaron C. Clark, CFA
Partner, Portfolio Manager Daniel Miller Headshot
Daniel L. Miller, CFA
Partner, Director, Equities
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