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Equity Income

Summary

Summary

KEY FACTS as of 05/29/2020


Strategy Inception Date
Jan 1950
Strategy AUM
$5.2 B
Benchmark
Russell 1000® Value Index
eVestment Universe
US Large Cap Value Equity

Vehicles


  • This strategy is available as a:
  • Separate Account
  • Mutual Fund

PORTFOLIO MANAGERS

Walter H. Prahl
Walter H. Prahl, Ph.D.

Partner & Director

35 Years of Industry Experience

Marc O. Pavese
Marc O. Pavese, Ph.D.

Partner & Portfolio Manager

20 Years of Industry Experience

Darnell Azeez
Darnell Azeez, CFA

Portfolio Manager

18 Years of Industry Experience

Servesh Tiwari
Servesh Tiwari, CFA

Portfolio Manager

14 Years of Industry Experience

Supported By 35 Investment Professionals with 18 Years Avg. Industry Experience

Related Content

Navigating a Changed Landscape for Dividend Stocks
May 4, 2020

We believe a focus on companies with solid balance sheets and established dividend-payment histories may be worthwhile in the current environment.

Portfolio

Portfolio

CHARACTERISTICS as of 05/29/2020

Portfolio Index
Portfolio Index
Number of Holdings 81 765
Forward P/E 19.3x 18.0x
Earnings Growth 5.5% 4.7%
Sales Growth 5.5% 4.8%
Return on Equity 19.7% 14.0%
Weighted Average Mkt. Cap $188.4 B $114.5 B

Performance

Performance

Calibrated Equity Income Institutional Composite

Average Annual Returns as of 06/30/2020

YTD 1-YR 3-YR 5-YR 10-YR Since Inception
Gross of Fees -16.40% -8.43% 2.55% 5.69% - 7.51%
Net of Fees -16.69% -9.07% 1.81% 4.92% - 6.72%
Russell 1000® Value Index -16.26% -8.84% 1.82% 4.64% - 6.77%

Calendar Year Returnsas of 06/30/2020

2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Gross of Fees 26.13% -6.77% 16.98% 18.21% -3.47% 12.90% - - - -
Net of Fees 25.24% -7.46% 16.12% 17.34% -4.21% 12.06% - - - -
Russell 1000® Value Index 26.54% -8.27% 13.66% 17.34% -3.83% 13.45% - - - -

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