Strategies

Large Cap Diversified Value

Summary

Strategy Description

The Diversified 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 09/30/2023
Asset ClassLarge Cap Value Equity
VehiclesSeparate Account | Mutual Fund
Style BenchmarkRussell 1000 Value
Strategy Assets (millions)$14,254
Number of Stocks50 - 80
Typical Market Cap Range>$5 billion
StatusOpen

Portfolio Managers

George Davis, Jr.

35 Years with H&W 39 Years of Industry Experience

Scott McBride, CFA

21 Years with H&W 24 Years of Industry Experience

Judd Peters, CFA

23 Years with H&W 26 Years of Industry Experience

Index definitions

Glossary of financial terms