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 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.
Global Balanced ETF Strategy
Holding a selection of fixed-income and equity ETFs to combine opportunity with protection.
Global Equity ETF Strategy
Investing in ETFs representing domestic and international markets positioned for economic strength.
U.S. Sector ETF Strategy
Owning sector ETFs with economic tailwinds and avoiding those facing headwinds.