All Cap Strategy


The All Cap strategy seeks long-term capital appreciation from a portfolio of small, mid and large capitalization stocks with sustainable competitive advantages, durable business models and strong management teams trading at reasonable valuations. The investment process is driven by bottom-up security selection, which is designed to produce a low turnover portfolio that combines growth and value styles, with risk and return characteristics similar to the S&P 1500.

Strategy Benchmark

S&P 1500 Index

Strategy Manager

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Daniel Kupiec, CFA

Investment Industry Experience:

8 years

Top 10 Holdings

as of 9/30/2021

Microsoft Corp (MSFT)

Apple Inc (AAPL) Inc (AMZN)

Alphabet Inc Class A (GOOGL)

Alphabet Inc Class C (GOOG)

Johnson & Johnson (JNJ)

Accenture PLC Class A (ACN)

Unitedhealth Group Inc (UNH)

Texas Instrument Inc (TXN)

Procter & Gamble Co (PG)