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Institutional Opportunity Strategy

The strategy seeks to maximize capital appreciation.

Russell 3000 Index

The managers invest primarily in companies they believe have key "value" attributes. They may consider stock price relative to earnings, book value, strong or rapidly improving balance sheets and/or cash flows and return on invested capital.
Because of its opportunistic nature, the strategy may be concentrated in a relatively small number of holdings.
Although at times there may be a small cap bias, the strategy is designed to be a "go-anywhere" vehicle that will take advantage of opportunities across all market capitalizations.
May hold portion of assets in cash while waiting for buying opportunities.

Portfolio Managers with an average of 34 years of investment industry experience
Combines quantitative and technical screening with fundamental analysis
"Go-anywhere" vehicle not restricted to a set market cap range
Emphasizes key "value" attributes
Willing to hold significant cash