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Institutional Investor Advisor Individual Investor

High Active Share

Delivering Differentiated Portfolios

Actively managed strategies strive to generate distinct return streams that can complement market-based investment options. Active share measures the role of individual stock selection in delivering investment performance. These are focused strategies that emphasize growth and contrarian value and reflect the highest conviction ideas of our portfolio managers.

Large Cap Growth Strategy Overview

Perspectives

  • Aggressive Growth Strategy
    1Q18 Commentary: Strong performance of cyclical technology stocks could signal a rotation out of crowded mega cap IT names.
  • International Growth Strategy
    1Q18 Commentary: The benefits of a long-term, active management approach were evident during a volatile first quarter.
  • Value Equity Strategy
    1Q18 Commentary: Higher interest rates pressured prices in the first quarter, restoring some diversity to the market.
  • Large Cap Growth Strategy
    1Q18 Commentary: Enterprise technology companies drove performance in a period of elevated volatility.
  • Multi Cap Growth Strategy
    1Q18 Commentary: The return of volatility should increase opportunities for active managers to leverage mispriced stocks.

Institutional Separate Accounts

(As of March 31, 2018)
Average Annual Returns
Name Strategy AUM YTD Returns 1 Year 3 Years 5 Years 7 Years 10 Years Fact Card Commentary Copy link to clipboard

Exchange Traded Funds

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Mutual Funds

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Separately Managed Accounts

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Closed-End Funds

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Variable Investments

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