CORE EQUITY

Launched in mid 1992, Large Cap Core is our longest running strategy. This strategy seeks to outperform the broad large cap market as measured by the S&P 500 Index. The objective is to preserve and grow capital by investing in companies that exhibit undervaluation and improving fundamentals relative to its peers over the long term. This strategy’s sector profile and market capitalization closely mirror the weightings of the benchmark. The forward P/E and the trailing 12 month P/E of the portfolio is lower than the S&P 500 while dividend yield and earnings growth is historically higher or similar to the benchmark. We seek to balance growth and value elements within the portfolio while minimizing volatility. Clients should expect “stock selection” to be the primary driver of relative performance. Turnover is approximately 40 to 45 percent annually and the average number of securities in the portfolio is 45 to 55 and cash balance is kept low.

Strategy Information

Core_Equity1

Launched in mid 1992, Large Cap Core is our longest running strategy. This strategy seeks to outperform the broad large cap market as measured by the S&P 500 Index. The objective is to preserve and grow capital by investing in companies that exhibit undervaluation and improving fundamentals relative to its peers over the long term. This strategy’s sector profile and market capitalization closely mirror the weightings of the benchmark. The forward P/E and the trailing 12 month P/E of the portfolio is lower than the S&P 500 while dividend yield and earnings growth is historically higher or similar to the benchmark. We seek to balance growth and value elements within the portfolio while minimizing volatility. Clients should expect “stock selection” to be the primary driver of relative performance. Turnover is approximately 40 to 45 percent annually and the average number of securities in the portfolio is 45 to 55 and cash balance is kept low.

Strategy Information

Core_Equity1

Launched in mid 1992, Large Cap Core is our longest running strategy. This strategy seeks to outperform the broad large cap market as measured by the S&P 500 Index. The objective is to preserve and grow capital by investing in companies that exhibit undervaluation and improving fundamentals relative to its peers over the long term. This strategy’s sector profile and market capitalization closely mirror the weightings of the benchmark. The forward P/E and the trailing 12 month P/E of the portfolio is lower than the S&P 500 while dividend yield and earnings growth is historically higher or similar to the benchmark. We seek to balance growth and value elements within the portfolio while minimizing volatility. Clients should expect “stock selection” to be the primary driver of relative performance. Turnover is approximately 40 to 45 percent annually and the average number of securities in the portfolio is 45 to 55 and cash balance is kept low.

Strategy Information

Core_Equity1