Our Strategies

Search or filter our proprietary in-house strategies below

AI Frontier

This strategy seeks capital appreciation by investing in a portfolio of companies positioned to benefit from the growth, utilization, and development of artificial intelligence (AI) technologies.

Category
Growth
Ticker
AIFR
Inception
12/31/2024

All Cap Strategy

This strategy seeks capital appreciation by investing in high-quality companies with strong fundamentals and attractive valuations, aiming to capture near-term alpha.
Category
Specialty
Ticker
ACAP
Inception
03/31/2025

Balanced Taxable

This strategy seeks to maximize risk-adjusted total return over a full market cycle.

Category
Balanced
Ticker
BTAX
Inception
10/31/1993

Concentrated Value

The strategy seeks to generate returns that exceed the Russell 1000 Value over a full investment cycle.
Category
Value
Ticker
VALU
Inception
11/30/2018

Conservative Select

This strategy seeks long-term capital appreciation and current income.
Category
Core
Ticker
CSEL
Inception
10/01/2004

Convertible

This strategy seeks to give investors exposure to convertible bonds and preferred equity securities while aiming to earn a higher yield with less risk relative to its benchmark.
Category
Balanced
Ticker
CONV
Inception
12/31/2023

Core Value

This strategy seeks to select securities that trade less expensively than the market average and achieve returns that exceed its benchmark.
Category
Value
Ticker
CVAL
Inception
12/31/2000

Defensive Total Return

The strategy seeks to provide higher risk-adjusted returns than the S&P 500 Index by focusing on reducing downside volatility.
Category
Value
Ticker
DTRS
Inception
12/07/2012

Domestic Equity

This strategy seeks to make a series of diversified investments in a risk-controlled framework, delivering consistent added value over a full business cycle.
Category
Core
Ticker
DEQT
Inception
01/13/2017

Dynamic Income Allocation

The strategy seeks to deliver a current yield in excess of the 10-year US Treasury rate with approximately half the realized volatility of the stock market.
Category
Balanced
Ticker
DIAP
Inception
11/30/2018

Focused Dividend

This strategy seeks long-term capital appreciation and current income.
Category
Core
Ticker
FDIV
Inception
11/30/1995

Focused Value

This strategy seeks to invest in high-quality companies that are trading below their long-term intrinsic value and achieve a long-term rate of return that exceeds that of the Russell 1000 Value Index.
Category
Core
Ticker
FVAL
Inception
10/31/2013