Large Cap Value Model
Summary
The Large Cap Value 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 investment objective of the Large Cap Value Model is to generate total return consisting of long-term capital appreciation and income. The holdings primarily consist of large-cap value equities and high-dividend paying securities.
Methodology
The Large Cap Value Model is comprised of high quality large-cap value stocks. We employ a multi-factor investment process using quantitative analysis, fundamental research, and relative strength to construct a portfolio 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 with a focus on dividend yield.