Our Strategic Equity strategy is a large-cap core U.S. stock portfolio with ADR's designed to outperform the S&P 500 Total Return Index, net of management fees, over rolling three to five-year periods. Using in-house generated fundamental research and a proprietary risk-management process, Strategic Equity seeks to maximize excess return while minimizing tracking error relative to the S&P 500 in order to maximize its risk adjusted return as measured by information ratio. 

large cap core

Our High Conviction Equity strategy is a large-cap U.S. stock portfolio with ADR's designed to outperform the S&P 500 Total Return Index, net of management fees, over rolling three to five-year periods. It is constructed of no more than 15 names, generally 5-10% position sizes, sourced from the Strategic Equity strategy. This is a highly active strategy suitable for investors with an appropriately high tolerance for risk and variability versus the benchmark as higher returns are targeted versus more diversified strategies.  

Concentrated Large-Cap strategy

Our High Conviction Equity strategy is a large-cap U.S. stock portfolio with ADR's designed to outperform the S&P 500 Total Return Index, net of management fees, over rolling three to five-year periods. It is constructed of no more than 15 names, generally 5-10% position sizes, sourced from the Strategic Equity strategy. This is a highly active strategy suitable for investors with an appropriately high tolerance for risk and variability versus the benchmark as higher returns are targeted versus more diversified strategies.  

real estate investment trust