Investment Strategies
For quarterly fact sheets, which contain current portfolio information and returns, please click here:
| Anchor Strategy | Best Fit Scenario | Market Cap Range (at purchase) |
Benchmark |
|---|---|---|---|
| All Cap Value | Core strategy with primary exposure to large and mid capitalization companies | $1 billion and above | Russell 1000 Value |
| Balanced Value | Core strategy with broad capitalization exposure plus fixed income | $1 billion and above | 60/30/10* |
| Mid Cap Value | Mid cap value equity allocation | $2 billion - $30 billion | Russell Mid Cap Value |
| Small Cap Value | Small cap value equity allocation | $500 million - $2 billion | Russell 2000 Value |
| Dividend Income Value | Diversified Portfolio which places a premium on dividend paying companies and their defensive characteristics | $1 billion and above | Russell 1000 Value |
| Founder's | Equity strategy which invests in small to mid cap, founder-led, U.S. publicly listed companies | $200 million to $20 billion | Russell 2500 | Founder's Micro Cap Discovery | Equity strategy which invests in micro cap, founder-led, U.S. publicly listed companies | $50 million to $1 billion | Russell Micro Cap Core |
| Value Opportunities | Core strategy with broad capitalization exposure | $150 million and above | Russell 3000 Value |
* Total assets include assets under management and assets under advisement. Assets are advisement to represent non-discretionary/UMA assets.
* 60% Russell 1000 Value / 30% Bloomberg Barclays Intermediate Government Credit / 10% Citi Group 90 Day T-Bill