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

Meet Our Team

Privacy Policy

All approvals are subject to underwriting guidelines. Program rates, terms, and conditions are subject to change at any time.
Wintrust Mortgage is a division of Barrington Bank & Trust Company, N.A., a Wintrust Community Bank NMLS #449042
©Wintrust 2020 | All Rights Reserved
FDIC

©2020 Great Lakes Advisors. All rights reserved.

Securities, insurance products, financial planning, and investment management services offered through Wintrust Investments, LLC (Member FINRA/SIPC), founded in 1931. Trust and asset management services offered by The Chicago Trust Company, N.A. and Great Lakes Advisors, LLC, respectively. 

Investment products such as stocks, bonds, and mutual funds are:
NOT FDIC INSURED | NOT BANK GUARANTEED | MAY LOSE VALUE | NOT A DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY