Large Capitalization Equity Strategy

Objective

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


Strategy

Our investment philosophy leads us to construct a portfolio comprised predominantly of large capitalization, U.S.-domiciled, multinational companies. These companies are global leaders in structurally attractive industries. They benefit from increasing global market share, ongoing product introduction and innovation, and productivity enhancements — three key drivers of long-term earnings growth. In addition, their financial strength allows them to make profitable investments at any point during the economic cycle.


We believe these businesses are most capable of generating superior growth in earnings, dividends, and cash flow over time, leading to greater capital appreciation. Investing in high quality companies at reasonable prices also produces two additional advantages for our clients — low portfolio turnover and a higher likelihood of capital preservation.