U.S. Value Leaders Portfolio is designed for investors who seek
long-term capital appreciation along with risk control and
diversification. We utilize a distinctive sector approach in
seeking to provide above-average investment returns for our clients
U.S. Value Leaders Portfolio is comprised of
portfolios invested in equities with high dividends and value
characteristics with stock capitalizations over 7.5 billion.
The portfolios are concentrated in the healthcare, financial,
technology, and energy sectors.
The portfolios are typically invested in 30-40 equities
chosen primarily from the United States.
15% of the portfolio can be invested in ADR securities from
the major developed markets of Europe and Asia.
The benchmark is the Russell 1000® Value Index.
U.S. Value Leaders Portfolio Seeks to Offer:
active, bottom-up, quantitative approach to stock selection
a portfolio of inefficiently priced, large-cap value stocks with
superior fundamentals relative to the underlying market
sector over and under weights driven by our unique quantitative
box investment screening process
in a concentrated portfolio of 30-40 stocks
portfolio protection with low downside capture ratio
average turnover is below average at 29%
average dividend yield
of four-star Morningstar Rating in the separate account database
for both three and five year periods