Equity

LT Large Cap Fundamental Equity Strategy

The strategy pursues preservation of capital through periods of short-term volatility and tax-efficient, long-term outperformance of the S&P 500 Index by leveraging a proprietary valuation framework and a consistent, defined, and repeatable process.

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 12/31/2023)
1M
3M
YTD
1Y
3Y
5Y
10Y
Inception
Fund
5.30
13.86
29.50
29.50
11.61
16.38
11.61
12.75
Benchmark 1
4.54
11.69
26.29
26.29
10.00
15.69
12.03
12.98
Benchmark 2
5.54
9.50
11.46
11.46
8.86
10.91
8.40
10.12

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
2021
2020
2019
2018
2017
2016
2015
2014
Fund
29.50
-15.86
27.60
15.10
33.44
-6.59
26.01
11.97
-3.70
10.71
Benchmark
26.29
-18.11
28.71
18.40
31.49
-4.38
21.83
11.96
1.38
13.69
Benchmark
11.46
-7.54
25.16
2.80
26.54
-8.27
13.66
17.34
-3.83
13.45

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