Large Cap Value
Special Equity
Concentrated
Small/Mid Cap Value
Small Cap Value
Balanced
Core Fixed Income
Alternatives

The Large Cap Value strategy seeks undervalued large and mid capitalization companies with identifiable catalysts expected to improve their profitability and generate above-market returns.*

Our research team performs extensive bottom-up research on companies and industries focusing on qualitative factors such as restructuring, management strength, shareholder orientation and the ability to capitalize on improving industry fundamentals. The portfolio is well diversified across 35-50 companies representing strong risk/return characteristics.

Account Minimum: Closed to New Accounts
*Although we are not benchmark driven, others benchmark this strategy against the Russell 1000® Value.