Products
   Enhanced Index Strategies:
(Open to New Investors)


Assets in Strategy:
$4.7 billion
Excess Return Objective*:
at least 100 basis points (gross of fees)
Tracking Error Objective*:
approximately 2%
Common Benchmarks:
S&P 500
Russell 1000 Value
Russell 1000
MSCI EAFE
MSCI World
Market Cap Range for strategy:
$1 billion and up
Approximate # Holdings:
200-350
Minimum initial investment:
$100 million for a separate account
$100,000 for a mutual fund account
Options and futures are not used.
Social investment screens available.


* Excess return and tracking error objectives are relative to a value-oriented benchmark over a 3-5 year period. This time horizon is relevant given that no investment process we know of can eliminate the possibility of negative random events driving performance for short periods of time.





Value Equity Specialists
  • Institutional focus
  • Employee owned
  • Capacity constrained
  • No soft dollars
For performance and fee information, please contact us.