Equity

Select Concentrated Equity Strategy

The strategy aims to deliver alpha respective to the Russell 2000 Index and the S&P 500 Index through lower market correlation and higher active management.

Products offered
  • Separate Account

Competitive advantages

Bottom-up research intensity

Through bottom-up research and a style-agnostic approach, the team seeks to invest in the highest-quality risk/reward opportunities in the equity market. 

Core approach provides more balanced returns

The team’s core approach seeks to eliminate the need to choose between growth and value and provide more balanced returns relative to style extremes.

Experienced investment team

The team has consistently applied its philosophy and process for over 30 years through multiple market cycles.

Composite performance

Average annual returns

Average annual returns

(as of 9/30/2024)
1/1/1997
1M
3M
YTD
1Y
3Y
5Y
10Y
Inception
Composite (Gross)
1.11
9.12
13.78
24.57
4.82
13.85
9.46
14.77
Composite (Net)
1.04
8.91
13.09
23.54
3.90
12.84
8.43
13.66
Benchmark
0.70
9.27
11.17
26.76
1.84
9.39
8.78
8.20
Benchmark
2.14
5.89
22.08
36.35
11.91
15.98
13.38
9.67

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

Calendar year

2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Composite
18.81
-16.72
26.35
17.69
21.90
-9.80
13.07
18.74
-11.00
11.75
Benchmark
16.93
-20.44
14.82
19.96
25.52
-11.01
14.65
21.31
-4.41
4.89
Benchmark
26.29
-18.11
28.71
18.40
31.49
-4.38
21.83
11.96
1.38
13.69

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

On a public stock exchange, a stock typically trades between 50% and 80% of its PMV.

The team’s process is geared toward buying in the lower half of the trading range and selling as it pushes the upper limit.

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.

Contact Us

We look forward to helping you with your investment needs