Value Equity
Table of Contents
Investment Objective
Long-term Russell 1000® Value Index outperformance
Investment Approach
An actively managed, disciplined and adaptive strategy that seeks to consistently capture alpha by systematically applying fundamental insights and experienced judgment.
Key Features
- Highly experienced team
- Seeks to adapt to changing market conditions
- Increased breadth may expand return potential and consistent performance by focusing active risk exposure
- Delivers a constant recommitment to value stocks, driven by strict buy/sell criteria that eliminate style and size drift
There can be no guarantee that this objective will be achieved.