Our Approach to Equity InvestingWe believe the most compelling opportunities are often found beyond broad market narratives. Our equity teams take a research-driven approach to identifying companies with strong fundamentals, durable competitive advantages, and the potential to create long-term value. |
ValueFocusing on high-quality companies with consistent profitability and attractive valuations. | InnovationIdentifying businesses with attractive growth potential, strong operating performance, and favorable price momentum. | Global & InternationalTaking a company-first approach to identifying businesses with durable competitive advantages. |
A Common ApproachWhile each strategy has a distinct investment approach, they are built on a common philosophy: Thoughtful decisions, grounded in rigorous research, help drive long-term investment outcomes. |
Strategy | Category | Fact Sheet | Commentary |
Dividend Growth Fund | Large Blend | ||
Fundamental Equity Fund | Large Value | ||
Divdend Growth SMA | Large Blend | ||
Large Cap Value SMA | Large Value |
Strategy | Category | Fact Sheet | Commentary |
Growth Leaders Fund | Large Growth | ||
Growth Opportunities Fund | Mid-Cap Growth | ||
Focused Growth SMA | Large Growth |
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Developing Growth Fund | Small Growth |
Strategy | Category | Fact Sheet | Commentary |
International Equity Fund | Foreign Large Blend | ||
Global Equity Fund | Global Large-Stock Blend |