Strategies

Large Cap Disciplined Value

Summary

Strategy Description

The Large Cap Disciplined Value strategy (formerly Large Cap Diversified Value) 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 09/30/2024
Asset ClassLarge Cap Value Equity
VehiclesSeparate Account | Mutual Fund
Style BenchmarkRussell 1000 Value
Strategy Assets (millions)$17,231
Number of Stocks50 - 80
Typical Market Cap Range>$5 billion
StatusOpen

Portfolio Managers

George Davis, Jr.

36 Years with H&W 40 Years of Industry Experience

Scott McBride, CFA

22 Years with H&W 25 Years of Industry Experience

Doug Campbell

7 Years with H&W 15 Years of Industry Experience

As of 10/1/24, the name of the strategy changed from Large Cap Diversified Value to Large Cap Disciplined Value; there were no additional changes.

Index definitions

Glossary of financial terms

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