Asset Class: U.S. Equity
An ESG domestic equity strategy focused on long-term growth by investing in companies that meet strict environmental, social, and governance (ESG) criteria.
A small cap value strategy emphasizing U.S. companies with lower valuations and slower growth, seeking long-term appreciation through disciplined, contrarian investing.
A small cap growth strategy targeting rapidly expanding U.S. companies in emerging industries, aiming for high long-term returns with higher volatility due to fast growth and premium valuations.
A small-cap blend strategy focused on a diversified mix of U.S. growth and value stocks near the lower end of the market-cap spectrum, seeking long-term appreciation through broad small-cap exposure.
A mid cap value strategy investing in U.S. companies with lower valuations and slower growth, aiming to capture long-term returns through discounted pricing and solid dividends.
A mid cap growth strategy targeting U.S. companies with strong earnings and revenue expansion, emphasizing higher valuations and long-term appreciation potential.
A mid-cap blend strategy focused on U.S. companies across styles, emphasizing low- to mid-priced growth stocks with balanced exposure to value and growth characteristics.
A large-cap value strategy targeting established U.S. companies with lower valuations and slower growth, emphasizing income and long-term capital preservation.
A large-cap blend strategy offering broad U.S. equity exposure, balancing growth and value stocks across major sectors to mirror overall market performance.
A diversified ESG strategy focused on long-term capital growth, excluding exposure to controversial sectors and emphasizing companies aligned with UN global compact principles and diversity standards.
A large-cap growth strategy targeting U.S. companies with strong earnings potential, emphasizing fast-growing sectors and higher valuation stocks for long-term appreciation.
A leveraged long/short equity strategy that seeks income by taking long positions in attractively valued securities and short positions in overvalued ones.