U.S. Large Cap Value Equity

Inception date Benchmark Total strategy assets Product literature
December 31, 1992 Russell 1000 Value Index $14.5B (As of October 2017) Strategy profile (PDF)
  • Highlights
  • Performance

Objective**

The strategy seeks to outperform the market over time by employing a value-oriented approach to identify potential opportunities for revaluation or fundamental improvement.

Product highlights

  • A disciplined process that combines fundamental research and quantitative tools to pursue multiple alpha sources, with a strong overlay of risk control in portfolio construction.
  • A focus on companies' ability and willingness to return capital to shareholders
  • A veteran manager whose experience with both U.S. and non-U.S. value strategies provides critical global insight for analyzing the large-cap value equity universe

Investment team

Assets may include accounts that are not reflected in the composite.

**No assurance can be given that the investment objective will be achieved or that an investor will receive a return of all or part of his or her initial investment. Actual results could be materially different from the stated goals. Investors should carefully consider the risks involved before deciding to invest. See the product profile for a summary of risk considerations. As with any investment, there is a potential for profit as well as the possibility of loss.