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disciplined

Disciplined Equity

Philosophy

We use a disciplined approach anchored in comprehensive assessments of valuation, fundamental, and market technical factors.

We believe these characteristics are determining factors that drive above market returns over time. In our view, these stock characteristics should be intuitive considerations for all investors.

By focusing on these attributes, rather than chasing short-term price movements in the stock market, our process strives to produce differentiated sources of return over the long term.

Sustainable & Thematic Investment Philosophy

Our thematic investment offerings seek to deliver long-term value to address a range of investment objectives for our investors.

Our offerings include strategies with a focus on sustainable investment themes, seeking to produce both competitive market-rate returns alongside sustainability-linked outcomes.

We also manage strategies with faith-based or other thematic-based exclusions.

Frequently Asked Questions

What is an equity strategy that seeks downside risk management?
Many disciplined U.S. small cap equity strategies combine disciplined stock selection with structured risk controls to help manage volatility. This type of strategy typically seeks to include:
  • A repeatable, objective stock selection process
  • Proprietary, multi-factor buy-and-sell models (valuation, quality, momentum, earnings trends)
  • Sector and industry constraints relative to the Russell 2000 Index
  • Downside risk screens such as high price volatility, earnings quality, and negative earnings surprise indicators
  • Broad diversification
Glenmede Investment Management’s Disciplined U.S. Small Cap Equity strategy applies sector-specific stock selection screens and structured portfolio construction processes designed to avoid unintended factor or industry exposures while seeking the potential for alpha.
Who may benefit from investing in a disciplined U.S. small cap equity strategy?
A disciplined U.S. small cap equity strategy may be appropriate for investors seeking:
  • An actively managed core small cap allocation
  • Complementary exposure alongside passive small cap investments
  • An objective process based on fundamental insights
An experienced asset manager uses a risk-aware process that strives to produce differentiated sources of return across market cycles for investors this type of portfolio allocation. Glenmede Investment Management implements this investment philosophy through their Disciplined U.S. Small Cap strategy.

This website is for informational purposes only. GIM products are actively managed, and their characteristics will vary. All investment has risk, including the risk of loss of principal. There can be no assurance that efforts to manage risk or to achieve any articulated investment objective will be successful. An investor should consider investment objectives, risks, charges, and expenses carefully before investing. For additional information regarding risks and about the firm, please refer to Related Literature and Disclosures.