Traditional Equity
Our research-driven approach to value investing and portfolio construction defines our Traditional Equity platform. We first apply systematic quantitative analysis to evaluate companies and industries with favorable value and return characteristics. Approximately 35% of the stocks in each product universe make it through our two proprietary screening models and qualify for further research. Our experienced equity research teams then perform comprehensive company and industry analysis. Our multi-step recommendation process encourages constructive debate among members of the investment team. We rely on strong buy/sell disciplines to ensure adherence to our value and quality philosophy.
Micro Cap Value
This portfolio concentrates on companies with market capitalizations between $40 million and $400 million. Once a stock reaches twice the upper market cap limit, or $800 million, it must be sold from the portfolio.
Small Cap Value
Our small cap value portfolio focuses on companies with market capitalizations between $250 million and $2.5 billion. Once a stock reaches twice the upper market cap limit, or $5 billion, it must be sold from the portfolio.
Small/Mid Cap Value
We combine our Small- and Mid-Cap portfolios to consider companies with market capitalizations between $250 million and $15 billion. We adhere to each portfolio’s specific fundamental research and quantitative parameters. Once a stock reaches twice the upper market cap limit it must be sold.
Mid Cap Value
This portfolio concentrates on companies with market capitalizations between $1 billion and $15 billion. Once a stock reaches twice the upper market cap limit, or $30 billion, it must be sold from the portfolio.
Large Cap Value Expanded
We combine our Mid- and Large-cap portfolios to consider companies with market capitalizations above $1 billion. We adhere to each portfolio’s specific fundamental research and quantitative parameters.
Large Cap Value
Investing in companies with market capitalizations greater than $3 billion, our large cap value portfolio searches for and invests in value opportunities within the largest segment of the equity markets.
Total Cap Value
Constructed by strategically combining our Small-, Mid- and Large-cap portfolios, we select companies with market capitalizations over $250 million. We adhere to each portfolio’s specific fundamental research and quantitative parameters.
