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Investment Objective

Long-term capital appreciation consistent with 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


  • Russell 3000 Index


  • Russell 3000 Index

  Operating Target

  •  Typically 80-140 long holdings
  • 40-100 short holdings
  • Existing long position maximum: 3% for any security
  • Existing short position maximum: -0.8% for any security
  • Fully invested: Typically <1% cash

Limiting Exposure

  • Sector: +/– 3% vs. the benchmark
  • Industry group targets: +/– 2% vs. the benchmark

The Russell 3000 Index is an unmanaged market value weighted index with dividends reinvested, which measures performance of the 3,000 largest 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.