Large-Cap Value Strategy : Overview

The Large-Cap Value Strategy attempts to provide good absolute returns over long periods of time without unnecessary risk. We manage concentrated portfolios designed for long term investors.

We take a disciplined approach, only acting on opportunities that are in line with our core mission and reflect a careful balance of return and risk. And we strive to remain flexible in order to capitalize on market events when we see fit. By capitalizing on mispriced assets, we’re able to deliver real results.

Strategy Statistics

As of March 31, 2017
Total net assets (in millions) $841.5
Market cap mandate: This strategy invests in companies generally $10 billion or greater
Status: Open to new investors
Minimum new account size: $10 Million
This strategy is also available as a mutual fund.