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Investment Objective
Our goal in the ATManaged Large Cap Core portfolio is to provide superior risk-adjusted returns and long-term capital appreciation investing primarily in large cap equities and to outperform the S&P 500 over a full market cycle. Click here to request a full composite fact sheet.
Philosophy
- Focused portfolio of large-cap companies with an average market cap greater than $25 billion
- Seek companies that are creating true economic value in their business
- Identify companies that are undervalued relative to future economic growth expectations
- Combine quantitative and company level research to identify the sustainability of our value expectations
- Quantify management’s ability to manage capital and growth
- Sell decisions based on over-valuation, deterioration of value drivers, and/or better candidates
- Risk control through sector diversification and active management
- Through our diverse selection process, combining both growth and value companies, portfolios are designed to provide core equity exposure in the large cap space
Portfolio Structure
- Focused portfolio of 35 to 50 securities
- Average Market Cap of no less than $25 billion
- Broadly diversified by industry and sector
- Sector neutral philosophy with exposure to all 10 economic sectors
- Turnover range of 20-35%
- Typically fully invested with cash less than 5%
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