Available Strategies

• 25 plus year history.
• 18-22 high quality, high return on capital large capitalization companies.
• Annual turnover less than 20% since inception.
• Ranked in the top 10% in both the eVestment Large-Cap Core and Large-Cap Growth Equity peer groups since inception.¹
• 25 plus year track record that has achieved gross annualized alpha of 3.87 (vs the S&P 500) with a beta of only .83.¹
• Since inception has achieved a 96.3% upside market capture ratio with only a 73.27% downside capture ratio.¹
• Portfolio managed by a team that has been together for 15 plus years with no turnover and is two thirds represented by women/minorities.
• Investment team and senior firm leadership has significant personal assets invested in the strategy.
• All employees have personal assets invested in the strategy through the company pension and profit-sharing plan.

¹ (Source: eVestment 12/31/1997-3/31/2023)

• 6 plus year history.
• 18-22 high quality, consistently growing companies with a history of raising their dividends annually.
• The current risk adjusted ranking is in the top 1% of the eVestment US Dividend Focus Equity peer group and has consistently outperformed the S&P while incurring less risk based on standard deviation.¹
• Awarded best large cap strategy of 2021 by SMArtX, one of the largest TAMP’s in the industry.
• Assigned 5 stars by Morningstar.¹
• Annualized alpha is 4.63 with a beta of 0.88 vs the S&P 500.¹
• Since inception, this strategy has achieved 105.6% of the upside and 83.0% of the downside capture gross of fees.¹

¹ (Source: eVestment 12/31/2016-3/31/2023)

• 5 plus year track record.
• 20-30 high quality small to mid capitalization companies.
• The track record is ranked in the top 5% and top 25% range of the eVestment small-mid cap core/small-mid cap growth equity peer group since inception respectively.¹
• Annualized alpha is 5.40 with a beta of 0.94 vs the S&P 400 Growth.¹
• Since inception upside capture of 120.0% with 95.0% downside gross of fees.¹

¹(Source: eVestment 6/30/2017-3/31/2023)