Asset Management > Investment Strategies > Disciplined Equity Strategy
Disciplined Equity Strategy
The Disciplined Equity Strategy (formerly the Large-Cap Core Equity Style) seeks to outperform the S&P 500 Index on a multi-year basis through a "bottom-up" security selection process and a strict sell discipline aided by an active call option overwriting program.
Methodology
- "Bottom-up" security selection process
- Beginning stock target universe: $4 billion+ market cap
- Screening process: company-specific quantitative and qualitative analysis
- At least seven of 10 S&P 500 Index sectors represented on an ongoing basis
- Calculated sector bets – generally no more than 2.25x S&P 500 Index sector weighting
- Ending portfolio number of holdings: 90-150 stocks
- Sell discipline orchestrated in part through call option overlays – 30-35% of portfolio holdings generally carry an option overlay
Manager:
Mark B. Burka, CFA
Key Investment Personnel
Donald J. Nesbitt, CFA
Mikhail I. Alkhazov, CFA
Account Minimum:
$3,000,000.00
Product Type:
Managed Account
Asset Class:
Active Equity
Style/Category:
Large Company Blend
Benchmark:
S&P 500 Index