Dynamic Large Cap Value Equity
Team Introduction
Key Stats
Strategy Profile
2Q 2023Inception Date
January 1, 2007
Strategy AUM ($M)
$1,862.9
Price/Earnings1
11.0
Avg. Market Cap. ($B)
71.2
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.