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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. This strategy invests in companies with significant female representation in leadership that meet at least one of the following criteria: a Chairwoman, a female CEO, women comprising at least 33% of the Board or 33% of senior management, respectively. In addition, the strategy incorporates other gender lens metrics in differentiating companies.

Key Tenets of Our Approach

Universe

  • Stocks with women in significant leadership roles on the Russell 1000 Index or S&P 500 Index

  Benchmark

  • Russell 1000 Index

  Operating Target

  • Typically, 40-80 holdings
  • Existing position maximum: 4% 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.