U.S. Blue Chip Growth Equity SMA
Invests primarily in large U.S. companies that demonstrate long-term and durable, all-season growth and are well-established in their respective industries.
U.S. Dividend Growth Equity SMA
The fund will normally invest 65% of the fund’s total assets in common stocks of dividend-paying companies that we expect to increase their dividends over time and also provide long-term capital appreciation. We identify companies with a sustainable competitive advantage that are likely to show consistent growth of earnings and dividends.
U.S. Growth Stock SMA
Seeks to invest in primarily common stocks of large U.S. companies that demonstrate high earnings growth, are positioned to benefit from powerful secular trends, and use innovation to gain a competitive edge.
U.S. Large-Cap Core Equity SMA
Invests across sectors and agnostic of style to find high-quality large-cap U.S. companies that exhibit compelling business models and strong management teams.
U.S. Large-Cap Equity Income SMA
Aims to provide investors with income and capital appreciation through a conservative, relative value investment approach. The strategy focuses on finding high-quality dividend-paying companies with strong brands, franchises, or assets that appear undervalued.
U.S. Select Value Equity SMA
Aims to provide investors with income and capital appreciation through a conservative, relative value investment approach. The strategy focuses on finding high-quality dividend-paying companies with strong brands, franchises, or assets that appear undervalued.
U.S. Value Equity SMA
Seeks to invest in high-quality companies that have promising financial outlooks and the potential for improved investor perception as they address issues that caused their valuations to become temporarily depressed.
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