Our Strategies
Our suite of proprietary, in-house strategies is overseen by our investment team, led by Charles Chesebrough Jr., CFA, Head of Quantitative Strategies, and Tyler Hardt, CFA, Chief Portfolio Manager.
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
Specialty
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
Core
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
10/31/2004
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
Core
Ticker
DTRS
Inception
12/31/2012
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
01/31/2017
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
Global Balanced
This strategy seeks to optimize returns in a risk-controlled framework, delivering consistent added value over a full business cycle.
Category
Balanced
Ticker
GBAL
Inception
11/30/2008