Strategies

Large Cap Disciplined Value

Strategy Description

The Large Cap Disciplined Value strategy focuses on undervalued large cap stocks. The strategy relies on in-depth fundamental research to develop a portfolio of 50-80 companies that are under-earning due to temporary factors but have the balance sheet, scale, and market position to improve their performance over time.

Strategy Facts

As of 03/31/2026
Asset ClassLarge Cap Value Equity
VehiclesSeparate Account | Mutual Fund
Style BenchmarkRussell 1000 Value
Strategy Assets (millions)$19,432
Number of Stocks50 - 80
Typical Market Cap Range>$5 billion
StatusOpen

Portfolio Managers

George Davis, Jr.

37 Years with H&W 41 Years of Industry Experience

Scott McBride, CFA

24 Years with H&W 26 Years of Industry Experience

Doug Campbell

8 Years with H&W 16 Years of Industry Experience