Disciplined Equity

Disciplined Equity

Disciplined Equity

Disciplined Equity

The Disciplined Equity team utilizes a quantitative approach to add value over time through superior stock selection while maintaining risk characteristics similar to the benchmark.

Our goal: Deliver more consistent excess returns for our clients.

Our challenge: The stock market is a complex adaptive system, and our analysis must emphasize the most important characteristics at any given point in time.

The solution for our clients: Employ a diverse set of factors, evaluate relative to multiple peer groups, and adapt to evolving market conditions.

Disciplined Equity

STRATEGY FACT SHEETS

QUARTERLY COMMENTARY

 

PROVEN PROCESS WITH RISK CONTROL

  • Evaluate stocks based upon three separate analyses: broad universe, sector specific, and style specific.
  • Construct a portfolio that achieves the optimal balance of risk and return.

TOTAL AUM/AUA

$3.9 BILLION


 

INVESTMENT TEAM

5


 

AVERAGE EXPERIENCE

15+ YEARS

As of September 30, 2020