Dynamic Large Cap Value Equity

Team Introduction

Diversified Value Equity Introduction Video

Key Stats

Strategy Profile
Inception Date
January 1, 2007
Strategy AUM ($M)
Avg. Market Cap. ($B)

Strategy Overview

Dynamic Large Cap Value offers a purely model-based approach to large-cap value investing based on the Diversified Equity team's detailed research into historical factor movements that describe market returns. Based on historical modeling, the strategy consistently rotates into segments of the investable universe that we believe offer an attractive combination of inexpensive earnings valuation and fundamental strength. The strategy also employs a proprietary timing tool to adjust between broad- and deep-value modes. PSN Top Gun Award