The All Cap Core process searches the Russell 3000 to find undervalued companies with improving business fundamentals. Our emphasis on quality — low debt to equity ratios and fundamentally sound balance sheets anchors our risk management. The All Cap mandate pursues the best ideas, unconstrained by market cap or styles. The end result is a core portfolio of 35-45 high quality stocks, which possess value based characteristics relative to the market with strong growth potential over full market cycles.


Our goal is to outperform the Russell 3000 over a complete market cycle.

Strategy Information

Asset Class U.S. Equity Long Only
Inception 1/1/2003
Benchmark Russell 3000
Number of Holdings 35-40
Type of Security U.S. Stocks