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Multi Cap Value

Summary

Summary

KEY FACTS as of 08/30/2019


Strategy Inception Date
Jan 1994
Strategy AUM
$329.8 M
Benchmark
Russell 1000® Value Index
eVestment Universe
US Large Cap Value Equity

Vehicles


  • This strategy is available as a:
  • Separate Account
  • Managed Account (SMA)

PORTFOLIO MANAGERS

Eli Rabinowich
Eli Rabinowich

Portfolio Manager

15 Years of Industry Experience

Jeff Diamond
Jeff Diamond, CFA

Portfolio Manager

32 Years of Industry Experience

So Young Lee
So Young Lee

Portfolio Manager

19 Years of Industry Experience

Supported By 38 Investment Professionals with 18 Years Avg. Industry Experience

Portfolio

Portfolio

CHARACTERISTICS as of 08/30/2019

Portfolio Index
Portfolio Index
Number of Holdings 85 760
Forward P/E 13.7x 14.0x
Earnings Growth 8.2% 7.8%
Sales Growth 5.3% 3.9%
Return on Equity 14.5% 13.1%
Weighted Average Mkt. Cap $135.6 B $118.2 B

Performance

Performance

Value Equity Institutional Composite

Average Annual Returns as of 07/31/2019

YTD 1-YR 3-YR 5-YR 10-YR Since Inception
Gross of Fees 15.81% 5.31% 9.89% 8.22% 12.02% 9.71%
Net of Fees 14.73% 3.62% 8.13% 6.52% 10.52% 8.53%
Russell 1000® Value Index 17.20% 5.20% 9.44% 8.01% 12.40% 6.96%

Calendar Year Returnsas of 07/31/2019

2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Gross of Fees -7.44% 14.04% 16.94% -2.18% 8.02% 38.01% 11.84% -2.96% 20.51% 27.38%
Net of Fees -8.93% 12.20% 15.06% -3.65% 6.53% 36.32% 10.52% -4.17% 19.57% 26.39%
Russell 1000® Value Index -8.27% 13.66% 17.34% -3.83% 13.45% 32.53% 17.51% 0.39% 15.51% 19.69%

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