The equity management team oversees the large-cap core equity segment of our client's portfolio internally using individual securities. Our approach is based on risk control and broad industry diversification. Tax-efficient investing is a key component of our management approach. Overall portfolio turnover remains low with all buy and sell decisions made within a highly disciplined process.

Stocks generally have a market capitalization in excess of $1 billion and the portfolio typically holds between 45 and 50 stocks representing a diverse array of market sectors. We take a fundamental “bottom-up” approach to stock selection and seek out high quality companies that possess leading positions in their fields and above-average growth and profitability characteristics.

COMPANY CHARACTERISTICS