U.S. Large Cap Value Equity
|Inception date||Benchmark||Total strategy assets†||Product literature|
|December 31, 1992||Russell 1000 Value Index||$13.7B (As of December 2018)||Strategy profile (PDF)|
The strategy seeks to outperform the market over time by employing a value-oriented approach to identify potential opportunities for revaluation or fundamental improvement.
- 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
†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 composite disclosures for a summary of risk considerations. As with any investment, there is a potential for profit as well as the possibility of loss.