Large Cap Core Model
Summary
The Large Cap Core Model (the "LCC Model") seeks to deliver superior risk-adjusted returns over the S&P 500 Index with a concentrated portfolio of 20-35 holdings with exposure to each market sector. The primary investment objective of the LCC Model is capital appreciation. The holdings primarily consist of large-cap growth and value equities.
Methodology
The Large Cap Core Model is comprised of high quality large-cap growth and value stocks. We employ a multi-factor investment process using quantitative analysis, fundamental research, and relative strength to construct a portfolio with that aims to provide excess risk-adjusted returns to its benchmark. Stocks are screened to filter out the “best-of-breed” within each market sector.