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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