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Investment Objective

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

Our discipline is 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 is managed to invest in companies with more favorable environmental/social/governance ratings.

Key Tenets of Our Approach


  • Russell 1000 Index
  • S&P 500 Index


  • 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: +/– 2% vs. the benchmark

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.