For more than 25 years, the investment team has managed institutional assets using a process rooted in fundamental analysis and designed to identify potential catalysts for a stock’s positive relative performance.
The fund seeks to outperform its benchmark by investing in a mix of stocks the team believes is attractively valued and should provide a controlled level of risk in down markets.
We focus on stocks whose market capitalization falls within the range of the Russell 1000 Index and are expected to achieve above-average returns relative to the fund's benchmark.
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