large cap equity strategy

OBJECTIVE: The Large Cap Equity Strategy seeks to generate total return through long-term capital appreciation coupled with lower volatility and a growing stream of dividend income.


The Sarofim Large Cap Equity Strategy seeks to invest in the stocks of high quality, financially sound industry leaders that have an expanding global presence. We seek to maintain an investment perspective of at least three-to-five-years, which generally results in low portfolio turnover and is typically tax efficient for taxable investors.