Strategic Equity
Investment Objective
Maximum long term total return consistent with reasonable risk to principal.
The team seeks to invest in well-managed companies with durable business models and sustainable growth prospects at attractive valuations. By constructing a diversified portfolio of such businesses, the team seeks to achieve above-benchmark long-term returns, consistent with reasonable risk, through economic cycles.
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Key Tenets of Our Approach
Key 1
Integrate quantitative and fundamental analysis, including use of proprietary quantitative model, to identify opportunities in high quality businesses
Key 2
Conduct fundamental bottoms-up research to evaluate business models, management, earnings trends and other factors contributing to the opportunities and risks to the business over time
Key 3
Diversify portfolio across sectors, industries and individual securities
Universe
- S&P 500 Index and other large cap stocks
Benchmark
- S&P 500 Index
Operating Target
- Typically 40-50 holdings
Constraints
- Maximum position size 5% of portfolio
- Cash positions minimal (typically <2%)
Vehicles
- Separately Managed Account
- Mutual Fund
The S&P 500 Index consists of 500 widely held common stocks. This unmanaged Index is a total return index with dividends reinvested. 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.
Fact Sheet
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Commentary
Learn MoreThis website is for informational purposes only and is not a solicitation for any product or service. 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.
The S&P 500 Index consists of 500 widely held common stocks. This unmanaged Index is a total return index with dividends reinvested. One cannot invest directly in an index.
Glenmede Investment Management, LP claims compliance with the Global Investment Performance Standards (GIPS®).
GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.
Glenmede Investment Management, LP, a registered Investment Advisor, is an affiliate of the Glenmede Trust Company, NA (GTC). The “Firm” is defined as all investment advisory accounts managed by Glenmede Investment Management LP. Effective January 1, 2007, the Investment Product Management Group of GTC became Glenmede Investment Management, LP. All performance prior to January 1, 2007, shown here as the performance of GIM, was previously reported as the performance of the Investment Product Management Group of the Glenmede Trust Company.
All of the composites’ valuations and returns are computed and stated in U.S. Dollars. Net numbers are net of max allowable management fee for this strategy. Additional information regarding the Company’s policies for valuing portfolios, calculating performance and preparing compliant presentations, is available upon request. A GIPS® compliant presentation, as well as a complete list of firm composites and performance, can be requested from GIM Client Service at 215.419.6662. Please see the GIPS® presentation for further explanation.
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.