Large Cap Value
Investment Overview
This investment strategy seeks long-term capital appreciation. It invests primarily in value-oriented equity securities of large capitalization companies domiciled in the United States. Selection of this strategy indicates a willingness to assume a risk level that at times may be greater than that of the US stock market in general. More detailed information on this strategy is available upon request.
Investment Process
Investment Team
| Chris Leavy Portfolio Manager | Peter Stournaras Portfolio Manager |
| Daniel Hanson Fundamental Analyst | Brett Shaver Fundamental Analyst |
| Greg Brunk Product Specialist |
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| Managed Account Team (MAT) Client accounts are managed by BlackRock's Managed Account Team implementing the investment process developed and maintained by the Large Cap Core investment team. | |
The Standard & Poor's (S&P) 500/Citigroup Value Index is a registered trademark of The McGraw-Hill Companies.
The S&P 500 Index includes 500 stocks and is a common measure of the performance of the overall U.S. stock market. Each stock of the S&P 500 Index is categorized as being either growth or value based on various factors with about one third split between both indexes. The S&P 500/Citigroup Value Index contains those securities with value characteristics.
Investment involves risk. The investment process described herein reflects the current process for selecting portfolio investments and is subject to change.