- A focused large-cap core equity approach using stock selection as the primary source of excess returns blended with a dynamic asset allocation strategy for risk management.
- Core equity style targeting attractive opportunities across the investable universe with a dynamic allocation element to adapt to changing market volatility.
Past performance cannot guarantee future results. All investments are subject to risks, including possible loss of principal.
1 Net annual returns reflect the deduction of a 3.00% annual wrap fee which is the maximum anticipated wrap fee deducted from the “pure” gross composite returns. Actual fees may vary. “Pure” gross returns are presented before the deduction of expenses and all other fees, but may include transaction costs. Returns include reinvestment of dividends and capital gains.
Past performance cannot guarantee future results.
Figures are calculated using monthly data and are net of fees.