This investment strategy seeks long-term capital appreciation. It invests primarily in growth-oriented equity securities of large capitalization companies domiciled in the United States. It also may invest in equity securities of medium capitalization companies and companies domiciled outside of the United States. Selection of this strategy indicates a willingness to assume a risk level that is greater than that of the US stock market in general. More detailed information on this strategy is available upon request.
| Chris Leavy |
| Peter Stournaras |
| Daniel Hanson |
|Brett Shaver |
|Greg Brunk |
The Russell 1000 Value Index is a subset of the Russell 1000 Index that consists of those Russell 1000 securities with lower price-to-book ratios and lower forecasted growth rates. The Russell 1000 Index consists of the largest 1,000 companies in the Russell 3000 Index. The Russell 3000 Index is composed of 3,000 large U.S. companies ranked by market capitalization, representing approximately 98% of the U.S. equity market.
Investment involves risk. The investment process described herein reflects the current process for selecting portfolio investments and is subject to change.