TRADITIONAL

 LARGE CAP


Large cap portfolio is a long only strategy that seeks to outperform the Russell 1000 by investing in U.S. equities which are attractive on the basis of valuation, momentum, and profitability.

 

MID CAP


Mid Cap portfolio invests U.S. equities which have a market cap between 1 billion and 15 billion. The portfolio is a long only strategy that targets equities deemed attractive on the basis of valuation, momentum, and profitability. The portfolio is benchmarked against the Russell Midcap index.

 

INTERNATIONAL DEVELOPED


International Developed portfolio invests in large cap equities using a momentum strategy that aims to capture excess returns by investing in positive trending equities. The portfolio is benchmarked against the MSCI EAFE.

 

INTERNATIONAL EMERGING


International Emerging market portfolio invests in large cap equities that have a positive momentum and is benchmarked against MSCI Emerging Market Index.

 

DEFENSIVE


Defensive portfolio seeks to maintain low volatility by overweighting non-cyclical equities.

 

FIXED INCOME


The fixed income portfolio mainly invests in U.S. corporate bonds with strong corporate fundamentals and investment grade ratings. The portfolio seeks to outperform the Barclays U.S. Aggregate. 

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