Investment Strategies
Name | Primary Benchmark | Composite Inception | Portfolio Managers | Available Vehicles |
---|---|---|---|---|
US Small Cap Value | Russell 2000® Value Index | July 1, 1988 |
Justin Tugman, CFA
Craig Kempler, CFA
|
Separate Account U.S. Mutual Fund |
US Small-Mid Cap Value | Russell 2500™ Value Index | November 1, 2017 |
Kevin Preloger
Justin Tugman, CFA
|
Separate Account U.S. Mutual Fund |
US Mid Cap Value | Russell Midcap® Value Index | October 1, 1998 |
Kevin Preloger
Justin Tugman, CFA
|
Separate Account U.S. Mutual Fund |
US Large Cap Value | Russell 1000® Value Index | October 1, 2006 |
Kevin Preloger
|
Separate Account U.S. Mutual Fund |
US All Cap Value | Russell 3000® Value Index | January 1, 2010 |
Ted Thome, CFA
|
Separate Account Offshore Mutual Fund |
Global Value | MSCI World Index℠ (Gross) | June 1, 2001 |
Gregory Kolb, CFA
George Maglares
|
Separate Account U.S. Mutual Fund Offshore Mutual Fund |
International Value | MSCI EAFE® Index (Gross) | May 1, 2013 |
Gregory Kolb, CFA
George Maglares
|
Separate Account U.S. Mutual Fund |
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