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.

Competitive advantages

Brand Idea

Unique approach to valuation

Our proprietary framework that marries valuation and growth rate to determine the true long-term value of an asset while mitigating behavioral biases. 

Next Steps

Disciplined and repeatable process

A consistent process is deployed to find the estimated return potential for each holding, which serves as the basis for portfolio weights.  

 

Team

Stable, experienced team

The team averages over 18 years of experience and manages established strategies with long-term track records and histories of strong performance.

Composite performance

Average annual returns Add Minus

Average annual returns

(as of 3/31/2024)
1M
3M
YTD
1Y
Inception
Fund
3.93
9.52
9.52
28.28
9.22
Benchmark
5.00
8.99
8.99
20.27
6.66

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 Add Minus

Calendar year

2023
2022
Fund
23.64
-10.59
Benchmark
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 uses a consistent, disciplined, and repeatable valuation framework to mitigate behavioral biases to identify truly great companies at an optimal price.

Contact Us

We look forward to helping you with your investment needs