Large Cap Value Model

Summary

The Large Cap Value Model aims to achieve superior risk-adjusted returns compared to the S&P 500 Index by maintaining a concentrated portfolio of 20 to 35 holdings across all market sectors. The investment objective of the Large Cap Value Model is to generate a total return that includes long-term capital appreciation and income. The portfolio primarily consists of dividend-paying, large-cap value equities.

Methodology

Large Cap Value investing is a strategy that focuses on identifying and investing in undervalued stocks of large, established companies. This approach combines the stability of large-cap stocks with the potential for capital appreciation offered by value investing. We use a multi-factor investment process that incorporates quantitative analysis, fundamental research, and relative strength to construct a portfolio aimed at delivering excess risk-adjusted returns compared to its benchmark. Stocks are screened to select the “best-of-breed” within each market sector, with a particular emphasis on dividend yield.