Strategies

US Large Cap Growth

An actively-managed portfolio of generally 25 to 35 equity securities with market capitalizations typically in excess of $10 billion.

Details
  • Generally up to 20% non-US companies (a)
  • Typically 10% position size maximum at market
  • No leverage, futures, options or derivatives
  • Currency exposure unhedged
  • Managed Accounts
  • US Mutual Fund
  • Luxembourg SICAV

(a) Companies domiciled outside of the United States whose stocks primarily trade on US exchanges, including over-the-counter markets, are generally considered to be domestic securities.

Global Growth

An actively-managed portfolio of generally 25 to 50 equity securities with market capitalizations typically in excess of $10 billion.

Details
  • Normally allocated among North America, Europe, and other developed and emerging markets (a)
  • No leverage, futures, options, or derivatives
  • Currency exposure unhedged
  • Managed Accounts
  • Luxembourg SICAV
  • Private Trust

(a) Companies domiciled outside of the United States whose stocks primarily trade on US exchanges, including over-the-counter markets, are generally considered to be domestic securities.

Global Focus Growth

An actively-managed portfolio of generally 12 or fewer equity securities with market capitalizations typically in excess of $10 billion.

Details
  • Normally allocated among North America, Europe, and other developed and emerging markets (a)
  • No leverage, futures, options or derivatives
  • Currency exposure unhedged
  • Managed Accounts

(a) Companies domiciled outside of the United States whose stocks primarily trade on US exchanges, including over-the-counter markets, are generally considered to be domestic securities.

Global Growth & Income

An actively-managed portfolio of generally 25 to 35 equity securities.

Details
  • Generally maintains a dividend yield between 1.5% and 2.5%
  • Normally allocated among North America, Europe, and other developed and emerging markets (a)
  • No leverage, futures, options, or derivatives
  • Currency exposure unhedged
  • Managed Accounts
  • Private Fund

(a) Companies domiciled outside of the United States whose stocks primarily trade on US exchanges, including over-the-counter markets, are generally considered to be domestic securities.

International Growth

An actively-managed portfolio of generally 25 to 50 equity securities with market capitalizations typically in excess of $10 billion.

Details
  • Normally allocated among Europe and other developed and emerging markets (a)
  • Generally up to 20% US companies (a)
  • No leverage, futures, options, or derivatives
  • Currency exposure unhedged
  • Managed Accounts
  • Private Trust
  • US Mutual Fund

(a) Companies domiciled outside of the United States whose stocks primarily trade on US exchanges, including over-the-counter markets, are generally considered to be domestic securities.

Emerging Markets Growth

An actively-managed portfolio of generally 25 to 50 equity securities.

Details
  • Typically 10% position size maximum at market
  • No leverage, futures, options or derivatives
  • Currency exposure unhedged
  • Managed Accounts
  • Private Trust

(a) Companies domiciled outside of the United States whose stocks primarily trade on US exchanges, including over-the-counter markets, are generally considered to be domestic securities.