Equity Strategies

Common Characteristics Across Strategies
Team Approach
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Seeks a targeted annualized return of 15% by investing in companies within a market capitalization that is within the range of the Russell 3000 at time of purchase. The portfolio typically holds 20 to 40 securities.
Value Opportunity
Seeks a targeted annualized return of 15% by investing in companies with a market capitalization that is within the range of the Russell Mid Cap Value at time of purchase. The portfolio typically holds 55 to 75 securities
Small Cap Value
Seeks a targeted annualized return of 15% by investing in companies with a market capitalization that is within the range of the Russell 2000 Value at time of purchase. The portfolio typically holds 55 to 85 securities. This product is currently closed to new investors.