Investment Strategies

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We Offer Three Domestic Equity Strategies:

  • Large Cap Core Equity
  • Small-Mid Cap Core Equity 
  • Small Cap Core Equity

Our core approach gives us a wider landscape with which to work compared to the traditional style-based landscape. We expect our process to perform best on a relative basis during challenging (down) markets and markets where high quality is rewarded.

Our Domestic Equity Strategies

As of 3/31/2025

Large Cap Core Equity
Small-Mid Cap Core Equity
Small Cap Core Equity
Strategy Overview
Benchmark
S&P 500 Index
Russell 2500® Index
Russell 2000® Index
Inception Date
5/31/2014
12/31/2022
5/31/2014
Total Product Assets
$584 million
$17 million
$145 million
Number of Securities
40-45
50-55
60-65
Expected Turnover
15-25%
25-30%
25-30%
Active Share
86.62%
95.17%
95.36%
3-Year Tracking Error
7.24%
5.70%

Invest With Us

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