Strategies

Competitive Performance With Lower Risk

 
 
 
Slogan: 
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.

 
 

We offer three disciplined equity strategies:  LargeCap, AllCap, and SMidCap. All three strategies employ a multi-perspective stock selection process that detects and adapts to evolving opportunities within the marketplace. Each of our disciplined equity strategies is systematically engineered and rigorously risk-managed to deliver more consistent excess returns throughout varying market conditions.

 
 
 

For clients in search of a tailored investment portfolio diversified across asset classes, we combine our equity and fixed income styles to create balanced portfolios. We utilize sophisticated risk analytics and asset allocation models to ensure the portfolio is constructed and managed in accordance each client’s unique, long-term objectives.

 
 

When building a portfolio, investors should consider any investment that has the potential to either improve expected return without a commensurate increase in risk, or provide a similar return to that of the portfolio while reducing overall portfolio risk. Low correlation of returns between asset classes is the driving force behind the power of diversification. The less correlated an asset class is to the existing assets in a portfolio, the greater its ability to moderate volatility and reduce risk. In light of this, the primary attraction of alternative investments is the low correlation of their return with those of the traditional asset classes, and the consequential effect that incorporating them into a portfolio has on risk-adjusted performance.

 
 

We offer two approaches to socially responsible investing:  The application of socially responsible screening to eliminate investments in securities of companies whose business dealings are not reflective of our clients’ mission- or faith-based objectives; and the application of ESG – or Environmental, Social, and Governance – scores to proactively identify potential investments in companies whose business dealings are especially reflective of our clients’ mission- or faith-based objectives.

 
 

To accommodate the wide range of income, liquidity, and risk requirements of our clients, we offer a suite of Fixed Income strategies – all consistent with our long-standing views towards investing – yet each representing a unique solution: Core and Core Plus Fixed Income; Intermediate Government/Credit; Short Term Fixed Income; and Core Government.