Traditional Equity

Small Cap Value

Our small cap value portfolio focuses on companies with market capitalizations between $250 million and $3.5 billion. Once a stock reaches twice the upper market cap limit, or $7 billion, it will be sold from the portfolio. To learn more about the process, click here.

Small Mid Cap Value

We combine our Small- and Mid-Cap portfolios to consider companies with market capitalizations between $250 million and $20 billion. We adhere to each portfolio’s specific fundamental research and quantitative parameters. Once a stock reaches $30 billion, it will be sold from the portfolio. To learn more about the process, click here.

Mid Cap Value

This portfolio concentrates on companies with market capitalizations between $1 billion and $20 billion. Once a stock reaches $30 billion, it will be sold from the portfolio. Mid Cap is available as a separate account vehicle and as a commingled investment trust (CIT). To learn more about the process, click here.

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. To learn more about the process, click here.

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. To learn more about the process, click here.

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. To learn more about the process, click here.

International Small Cap

Our International small cap portfolio invests in foreign domiciled companies in both developed and emerging markets with market capitalizations ranging between US $250 million and US $7 billion. Stocks are sold once they reach US $10 billion in market capitalization. The portfolio is available to accredited investors only. To learn more about the process, click here.