Equity

LT Large Cap Fundamental Dividend Strategy

The strategy is focused on helping investors preserve capital and avoid short-term volatility. It seeks to deliver enhanced, tax-efficient, long-term outperformance relative to the Russell 1000 Value Index by constructing a diversified portfolio of high-quality stocks.

Long-term thesis

The long-term investment thesis developed for each company allows the team to look through short-term dislocations.

Unique approach to valuation

A proprietary valuation framework that seeks to exploit price inefficiencies of high-quality companies.

Disciplined and repeatable process

Extensive bottom-up fundamental research coupled with a disciplined valuation approach allows stock selection to drive results.

Investment approach

A streamlined, compelling philosophy drives the team’s investment decisions.

An emphasis on fundamentals

The team focuses on identifying companies that they believe are exposed to secular growth opportunities, have differentiated and durable competitive advantages, commanding market shares, and large barriers to entry.

Long-term focus

The team's focus on investing in quality companies allows it to look through short-term dislocations and own stocks for a long period of time.

Disciplined approach to valuation

The team has a consistent and repeatable process which generates 5-year expected returns for each stock in the portfolio.

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Composite performance

Average annual returns

(as of 3/31/2025)

2/1/2022

	1M	3M	YTD	1Y	3Y	Inception
Composite (Gross)	-3.95	0.77	0.77	8.95	10.18	9.56
Composite (Net)	-3.99	0.65	0.65	8.41	9.58	8.97
Benchmark	-2.78	2.14	2.14	7.18	6.64	6.83

Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.

Calendar year

	2024	2023	2022
Composite (Gross)	18.56	24.33	-10.09
Composite (Net)	17.96	23.64	-10.59
Benchmark	14.37	11.46	-5.33

Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.

Our team

Meet the investment team

The team focuses on identifying fundamentally superior companies and owning them over the long-term.

View Team

Neville Javeri

Head of Empiric LT Equity

Matt Wittmer

Portfolio Manager

Key risks

Market risk: Security markets are volatile and may decline significantly in response to adverse issuer, regulatory, political, or economic developments with different sectors of the market and different security types reacting differently to such developments.

Equity securities risk: Equity securities fluctuate in value and price in response to factors specific to the issuer of the security, such as management performance, financial condition, and market demand for the issuer's products or services, as well as factors unrelated to the fundamental condition of the issuer, including general market, economic, and political conditions.

Small-cap securities risk: If a strategy invests in the securities of smaller-capitalization companies, these securities tend to be more volatile and less liquid than those of larger companies.

Foreign securities risk: If a strategy invests in the securities of non-U.S. issuers, these investments may be subject to lower liquidity, greater price volatility, and risks related to adverse political, regulatory, market, or economic developments and may be affected by changes in foreign currency exchange rates.

Investors should know that this strategy deployed may be subject to additional investment risks. For important information about the investment manager, please refer to Form ADV Part 2.

We look forward to helping you with your investment needs

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