VALUE EQUITY

In response to market demand, Large Cap Value was launched in 1993. This strategy is measured against the Russell 1000 Value Index and designed to track and exhibit value characteristics associated with the benchmark. Sector exposures closely align with the benchmark while maintaining exposure to companies that are both attractive from a valuation and earnings/revenue momentum perspective. Risk characteristics are managed and the result is a “relative value” emphasis capturing a balance of value and growth. We seek to consistently provide performance across all market cycles. 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

Value_Equity

In response to market demand, Large Cap Value was launched in 1993. This strategy is measured against the Russell 1000 Value Index and designed to track and exhibit value characteristics associated with the benchmark. Sector exposures closely align with the benchmark while maintaining exposure to companies that are both attractive from a valuation and earnings/revenue momentum perspective. Risk characteristics are managed and the result is a “relative value” emphasis capturing a balance of value and growth. We seek to consistently provide performance across all market cycles. 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

Value_Equity

In response to market demand, Large Cap Value was launched in 1993. This strategy is measured against the Russell 1000 Value Index and designed to track and exhibit value characteristics associated with the benchmark. Sector exposures closely align with the benchmark while maintaining exposure to companies that are both attractive from a valuation and earnings/revenue momentum perspective. Risk characteristics are managed and the result is a “relative value” emphasis capturing a balance of value and growth. We seek to consistently provide performance across all market cycles. 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

Value_Equity