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Disciplined U.S. Large Cap Faith-Based Equity

Separately Managed Accounts Performance and Literature
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Investment Objective

Above-benchmark long-term performance through capital appreciation.

We seek to create and consistently maintain a strategy with favorable attributes relative to the benchmark index utilizing unique stock ranking models for each sector, downside risk screens and leading industry group indicators. This strategy has managed to exclude companies that violate the principles of faith-based organizations (such as the United States Conference of Catholic Bishops) as directed by clients.

Key Tenets of Our Approach

Key 1

Proprietary, multi-factor stock selection models for each sector (can include ESG metrics)

Key 2

Downside risk screens (e.g. earnings surprise indicators, quality of earnings)

Key 3

Leading industry group indicators, integrating top-down and bottom-up metrics

Universe

  • Russell 1000 Index

  Benchmark

  • Russell 1000 Index

  Operating Target

  • Typically, 60-100 holdings
  • Existing position maximum: 3% for any security
  • Fully invested: Typically <1% cash

Limiting Exposure

  • Sector: +/– 3% vs. the benchmark
  • Industry group targets: +/– 2% vs. the benchmark
  • Restricts certain companies and industries as determined by clients or organizations (such as the United States Conference of Catholic Bishops)

The S&P 500 Index consists of 500 widely held common stocks. This unmanaged index is a total return index with dividends reinvested.

The Russell 1000 Index is an unmanaged, market value weighted index, which measures performance of the largest 1,000 companies in the market.

One cannot invest directly in an index.

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.