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Disciplined U.S. Value Equity

Separately Managed Accounts Performance and Literature Fund Performance and Literature
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Investment Objective

Maximum long-term total return consistent with reasonable risk to principal.

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.

Key Tenets of Our Approach

Key 1

Proprietary, multi-factor stock selection models for each sector

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 Value Index

  Benchmark

  • Russell 1000 Value Index

  Operating Target

  • Typically 50-90 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

The Russell 1000 Value Index is an unmanaged, market value weighted index, which measures the performance of those 1,000 largest companies in the Russell 3000 Index with lower price-to-book ratios and lower forecasted growth values.

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.