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Disciplined Equity

a wall of white triangles
Disciplined Equity

Philosophy

A disciplined approach anchored in our comprehensive assessments of valuation, fundamental, and market technical factors.

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

Large Cap

Large Cap Portfolio Management Team

Philosophy

A disciplined approach anchored in our comprehensive assessments of valuation, fundamental, and market technical factors.

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

Small Cap

Small Cap Portfolio Management Team

Philosophy

A disciplined approach anchored in our comprehensive assessments of valuation, fundamental, and market technical factors.

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

International

International Portfolio Management Team

Philosophy

A disciplined approach anchored in our comprehensive assessments of valuation, fundamental, and market technical factors.

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

Long Short

Long Short Portfolio Management Team

Philosophy

Our Environmental, Social and Governance (“ESG”) offerings span multiple approaches that utilize ESG information as a means to seek risk-adjusted returns.

Our ESG investing capabilities also allow us to offer several strategies that take a more pronounced view on ESG as part of the investment process.

The Future of Sustainable Investing
ESG Mandated

Seeks to avoid companies with poor ESG criteria and/or tilts toward companies with strong ESG characteristics.

ESG Thematic

Seeks to achieve a dual goal of at least market-rate returns and measurable environmental or social outcomes.

ESG Affiliation

ESG Portfolio Management Team

Refining Environmental Investing in Public Markets

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Frequently Asked Questions

What is GARP (Growth at a Reasonable Price)?
Growth at a Reasonable Price (GARP) is an investment strategy that seeks to combine growth and value investing in companies with favorable valuations and consistent earnings and growth. Our Large Cap Growth strategy uses a quantitatively based investment process integrating fundamental factors at industry group and company levels. The strategy invests in undervalued stocks of higher-quality companies, with an attractive combination of valuation, fundamental, earnings and technical characteristics.
What is Gender Lens Investing?
Gender lens investing is an investment approach that integrates certain gender-based factors into the investment process. The Glenmede Women Leadership Strategy invests in large cap companies that we believe exhibit stronger gender equity policies and practices. We utilize criteria beyond quotas as we seek to assess gender equity and its effect on company performance. This approach might include metrics that evaluate broader outcomes for employees like the resources, policies and programs that support gender diversity at all levels in the workplace and monitoring how these metrics improve over time.

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.