Benchmark
Product Inception Date
Primary Universe
Investment Focus
Portfolio Manager
Russell 1000 Value1
June 30, 2002
US Large Cap Value
Long Only
Randell Cain, Jr., CFA
Leveraging our unique investment process that seeks to identify stocks and sectors based on relative value from the Russell 1000 universe, the strategy screens for sound fundamental and valuation characteristics to create portfolios comprised of financially productive and attractively valued companies to create long-term outperformance. Our investment strategy is comprised of 40-70 stocks that have passed the Value Creating Opportunity screen while adhering to specific risk controls.
The basic underlying strategy and philosophy regarding the evolution of our investment process has been the same since inception.
1The Russell1000 is composed of approximately 1,000 large and mid-cap US equities that exhibit value characteristics. It is an unmanaged index and includes dividends, and distributions but does not reflect advisory fees, brokerage commissions, withholding taxes or other expenses of investing. Investors cannot invest directly in an index.
*Past performance is not a guarantee or a reliable indicator of future results. Investing involves risk and principal loss is possible. This strategy’s returns may fluctuate in response to one or more of many factors, that include financial condition of individual companies; the business market in which individual companies compete; industry market conditions; interest rates; general economic environments; portfolio management activities, etc.
Information presented is for informational purposes only. It is not intended as investment advice. It is not intended as investment advice nor an opinion or a recommendation as to the appropriateness of investing in any particular security, asset class, strategy, or product. Nothing in this publication is intended to be relied upon as a forecast or research; legal, tax, securities, or investment advice.