LARGE CAP VALUE
Mutual Fund

DOWNLOAD FACT SHEET

STRATEGY
Glenmede's approach to large cap value investing is long term and risk averse. Our objective is to invest in a portfolio of stocks that have attractive value characteristics vs. their industry group and company specific catalysts.

INVESTMENT STYLE

    

INVESTMENT PROCESS
▪  Invests in large cap companies with
   value characteristics (price/book,
   price/cash flow) and strong/recovering
   fundamentals.

▪  Portfolio utilizes a proprietary multi-factor
   model to rank stocks within each of 10
   sectors. Fundamental analysis is
   performed to select stocks for the
   portfolio.

▪  Universe of candidates is all domestic
   stocks with market caps greater than $2.0
   billion plus ADRs with market caps
   greater than $25 billion.

Wade Wescott

Adam Conish