Investment Objective
The investment manager seeks to outperform the Russell 1000 Growth Index over a full market cycle by investing in large capitalization equities, and to construct risk-managed portfolios across sectors utilizing a defined investment process based on fundamental research.
Benchmark
Russell 1000 Growth Index
Investment Philosophy
The Diversified Large Cap Growth manager believes that investing in a portfolio of large cap companies that have a long-term history of consistent earnings growth and unique competitive positions can generate steady growth of capital with reduced volatility. The manager also feels that superior returns can be realized by investing in established growth industry companies with strong fundamentals, such as exceptional, shareholder-oriented management, a strong balance sheet, and highly predictable and consistent earnings.
Investment Process
- Quantitative Screening
- Fundamental Research
- Portfolio Construction
- Risk Management