Fundamental Equity

Competitive Performance With Lower Risk

We offer two fundamental equity strategies: Large Cap Value and Small Cap Equity. Both strategies are designed to produce competitive results with lower than market risk.

Our Large Cap Value strategy is a traditional value strategy. Since 1990, our investment management team has customized diversified Large Cap Value portfolios with companies exhibiting high earning power, relatively high dividend-yield, and at a price advantage to produce benchmark-beating performance with low volatility across all market conditions.

Our Small Cap Equity strategy is a fundamental bottom-up strategy. Our investment management team seeks to provide net total return that exceeds the Russell 2000 Index over long-term market cycles while producing a safeguard for investors against risk of capital loss in unfavorable markets.

Slogan: 
Competitive Performance With Lower Risk