U.S. Small Cap Blue Chip
The Small Cap Blue Chip strategy focuses on high-quality, blue chip companies with deep, defensive moats and sustainable cash flows. The strategy targets companies with this profile that are trading at a discount to intrinsic value. The objective of the strategy is to provide capital appreciation potential, with less risk than the broader market. The strategy is designed to outperform the Russell 2000 Index over a full market cycle by limiting full participation in market downturns. The focus on high quality companies within the small cap landscape allows the Small Cap Blue Chip Strategy to be a long-term investment solution vs. a short-term strategic allocation.
|Strategy Goal:||Long-term capital appreciation.|
|Return Objective:||Exceed the Russell 2000 Index over a full market cycle.|
|Inception Date:||September 30, 2012|
|Investment Vehicles:||Separately Managed Accounts|