US Equity Strategy

Inception Date: 1988

Objective: Seeks long-term returns at reduced risk by investing in companies that show attractive valuations.

Approach: Employs a disciplined investment process, combining quantitative screening models with original fundamental research.

Investment Criteria: Equity securities of corporations domiciled in the U.S. An appropriate index for this investment is the Morgan Stanley Capital International ("MSCI®") U.S. Index or other similar indices. The portfolio is tilted toward large capitalized stocks, but there is no bias in regard to liquidity or dividend profile of securities. We are value oriented and run relatively concentrated portfolios.

Risk Control: Risk / return assessment is always considered in constructing portfolios and central to the process.

Request for more information