Classic Large Cap Value

Team Introduction

Fundamental Equity Introduction Video

Key Stats

Strategy Profile
Inception Date
October 1, 2004
Strategy AUM ($M)1
Avg. Market Cap. ($B)

Strategy Overview

The Classic Large Cap Value Equity strategy seeks attractive total return, a dividend yield greater than the benchmark, and style consistency, while maintaining a focus on bottom-up stock picking. The team's deep focus on free cash flow metrics is one of its primary differentiating factors among style peers. Although bottom-up stock picking drives portfolio construction, the team spends significant effort to recognize the impact of the macroeconomic change when analyzing and researching companies.