Large Cap Blend Strategy

Overview

The Large Cap Blend strategy seeks long-term capital appreciation from a portfolio of primarily 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 500.

Strategy Benchmark

S&P 500 Index

Strategy Manager

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Thomas J. McKinstry, CFA

Investment Industry Experience:

15 years