Concentrated Value

The strategy seeks to generate returns that exceed the Russell 1000 Value over a full investment cycle.

Core Value

This strategy seeks to select securities that trade less expensively than the market average and achieve returns that exceed its benchmark.

Defensive Total Return

The strategy seeks to provide higher risk-adjusted returns than the S&P 500 Index by focusing on reducing downside volatility.

Moderate Value

This strategy seeks capital appreciation by investing in high quality companies with below average valuations.

Small Cap Value

The strategy seeks long term capital appreciation by investing primarily in small capitalization value stocks.