Large-Cap Core Equity Strategy

Capitalizing on market strengths

We believe that broad trends, and not the news of the day, drive the direction of the market. That’s why our Large-Cap Core Equity Strategy is rooted in thorough analysis of the macroeconomic environment. We identify sectors of the S&P 500 that we believe will benefit from economic tailwinds, as well as those facing headwinds. We then invest in market-leading, financially strong companies in the sectors that we see poised to thrive.

Creating a path for growth

Our investment team continuously analyzes the characteristics of economic trends and places them in the context of the economic backdrop. Using this top-down, data-driven approach, we transition client portfolios from the most economically sensitive sectors when growth is strongest to less economically sensitive sectors as growth moderates, and to the least economically sensitive sectors when economic growth is weakest.

Our stock selections aim to make the most of the trends we’ve identified. We research hundreds of stocks across all sectors, and ultimately choose approximately 20 U.S. stocks of market-leading, high-quality companies that we believe will serve the strategy best.

large-cap-core

Outlook and Strategy Updates

 

U.S. Macro Outlook

Q3 2017

video placeholder

U.S. Macro Outlook from the Investment Team

U.S. Equity Positioning

Q3 2017

video placeholder

U.S. Equity Positioning from the Investment Team

Other Strategies


Global Balanced ETF Strategy


Thumb_Global Balanced

Holding a selection of fixed-income and equity ETFs to combine opportunity with protection.


Global Equity ETF Strategy


Thumb_Global Equity

Investing in ETFs representing domestic and international markets positioned for economic strength.


U.S. Sector ETF Strategy


Thumb_U.S Sector

Owning sector ETFs with economic tailwinds and avoiding those facing headwinds.