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Equities

Strategic Equity

Mutual Fund

Performance

As of 6/30/21 Inception Date
QTD YTD 1 Year 3 Year 5 Year 10 Year Since Inception
Glenmede Strategic Equity (Gross) 8.1% 15.6% 41.9% 16.0% 16.7% 13.8% 10.3% 03/31/2004
Glenmede Strategic Equity (Net) 7.9% 15.2% 40.8% 15.1% 15.9% 13.0% 9.5%
S&P 500 8.5% 15.3% 40.8% 18.7% 17.6% 14.8% 10.3%

Calendar Year Returns

2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004
Glenmede Gross 11.7% 30.7% -6% 27% 13.3% 1.5% 14.1% 31.5% 13.9% -0.7% 14.3% 26.4% -34.8% 10.7% 13.9% 5.5% 9.6%
Glenmede Net 10.9% 29.7% -6.7% 26.1% 12.5% 0.8% 13.3% 30.6% 13.1% -1.4% 13.4% 25.4% -35.3% 9.9% 13.1% 4.7% 9%
S&P 500 18.4% 31.5% -4.4% 21.8% 12% 1.4% 13.7% 32.9% 16% 2.1% 15.1% 26.5% -37% 5.5% 15.8% 4.9% 9%
Gross +/- -6.7% -0.8% -1.6% 5.2% 1.3% 0.1% 0.4% -1.4% -2.1% -2.8% -0.8% -0.1% 2.2% 5.2% -1.9% 0.6% 0.6%

*Performance 3/31/2004 – 12/31/2004
Performance quoted is past performance and is not a guarantee of future results. Products have fees that reduce their performance, indexes do not. You cannot invest directly in an index. For further information see the Fact Sheet below.

Overview

GIM seeks to invest primarily in common stocks of well-managed companies with durable business models that can be purchased at attractive valuations. We have developed a list of characteristics we believe help identify companies that create shareholder value over the long term and manage risk.  While few companies possess all of these characteristics at any given time, we search for companies that demonstrate a majority or an appropriate mix of these characteristics.

Fundamental approach with quantitative support
Integrates fundamental research with multi-factor quantitative screening to identify positive earnings and other trends

Focus on performance across economic cycles
Emphasizes long-term return and limiting downside risk

Stringent risk controls
Ongoing screening and analysis to eliminate stocks at risk and maintain portfolio diversification

Consistency and discipline
A consistent, disciplined investment process since strategy inception (March 31, 2004)

Summary Investment Guidelines

  • Universe: S&P 500 and other large cap stocks
  • Benchmark: S&P 500 Index
  • 40-50 holdings
  • Position sizes depend on fundamental attractiveness and targeted sector exposure
  • Sector weights: may vary by as much as +/- 5% relative to benchmark weight; may not be exposed to all sectors represented in S&P 500
  • Maximum position size: 5% for any security
  • Cash positions minimal (<2%)
  • Non-U.S. companies generally less than 5%

This 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. For additional information regarding risks and about the firm, please refer to Related Literature and Disclosures.