Table of Contents
Long-term S&P 500 Index outperformance
An actively managed, disciplined and adaptive strategy that seeks to consistently capture alpha through fundamental insights that are systematically applied with experienced judgment.
- Highly experienced team
- Seeks to adapt to changing company growth rates and market opportunities
- Increased breadth may expand return potential and consistent performance by focusing active risk exposure
- Cost efficient and risk controlled implementation
- Captures valuation, growth, and quality exposures in a diversified portfolio
There can be no guarantee that this objective will be achieved.