A conservative strategy designed to serve as the foundation for most investors portfolios; offered through separately managed accounts
Objective out performance versus a general market benchmark over a market cycle plus
downside protection
Investor profile seeks returns that are less volatile than the market, without giving up the opportunity for excess return versus the standard benchmark over a typical market cycle of three to five years
Universe highly
liquid, US exchange-traded equities
Emphasis on companies with
little or no enterprise risk favors established,
mid-to-large capitalization names
Dual performance objective leads to a blend of growth and dividend-paying equities
Critical stock selection factor valuation relative to perceived opportunity
An unconstrained strategy seeking investment opportunities across the entire stock market; offered through separately managed accounts
Objective superior,
long-term returns investing in primarily US-based
companies with significant prospects for growth over
the next three to five years
Investor profile
seeks superior long-term returns with less concern for
interim volatility
Universe primarily US
exchange-traded equities
Innovative companies that
are both well-managed and well-positioned to
leverage demographic and secular trends
Established companies as
well as fast growing, young and dynamic businesses
No market capitalization or industry bias
Critical stock selection factor sustainability of growth attributes
An unconstrained strategy, limited to 10-20 stocks, seeking investment opportunities across the entire stock market; offered through separately managed accounts.
Objective above average capital appreciation through a concentrated portfolio of US equities focused on the faster growing sectors of the economy
Investor profile
seeks superior long-term returns with less concern for interim volatility
Universe
primarily US exchange-traded equities
Innovative companies that are both well-managed and well-positioned to leverage demographic and secular trends
Established companies as well as fast growing, young and dynamic businesses
No market capitalization or industry bias
Critical stock selection factor sustainability of relative growth attributes in different economic environments
An aggressive equity strategy reflecting our view of tomorrow
Objective superior
growth of principal through equity investments in
young and entrepreneurial companies
Investor profile
seeks maximum return potential and has a corresponding
high tolerance for volatility; typically allocates to
YES as a complement to a more conservative, core
allocation
Universe
Innovative young
intellectually property rich/scientifically driven
companies with secure proprietary products and/or
disruptive technologies
Emphasis on aggressive growth favors small- and micro-capitalization companies
Critical stock selection factor the potential to deliver significant value
recognition